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Schwab 1-5 Year Corporate Bond ETF

110 hedge funds and large institutions have $162M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
51
Lederer & Associates Investment Counsel
California
$490K
HIC
52
Hartline Investment Corp
Illinois
$465K
CST
53
Charles Schwab Trust
Nevada
$449K
LFA
54
Level Financial Advisors
New York
$441K
BAM
55
Berkshire Asset Management
Pennsylvania
$440K
C1AG
56
Client 1st Advisory Group
Florida
$434K
CKAIS
57
Christensen King & Associates Investment Services
Washington
$417K
Osaic Holdings
58
Osaic Holdings
Arizona
$409K
FFN
59
Focus Financial Network
Minnesota
$366K
LWM
60
Lodestone Wealth Management
Washington
$346K
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$342K
CIA
62
Concurrent Investment Advisors
Florida
$338K
BSI
63
Bennett Selby Investments
Maine
$336K
FA
64
FDx Advisors
Illinois
$322K
CFD
65
Creative Financial Designs
Indiana
$298K
RFP
66
RCS Financial Planning
Maryland
$287K
GSEP
67
Golden State Equity Partners
California
$287K
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$280K
PA
69
PFG Advisors
Arizona
$275K
BPA
70
Beacon Pointe Advisors
California
$264K
MFA
71
Mayflower Financial Advisors
Massachusetts
$256K
SAI
72
Savvy Advisors Inc
New York
$237K
BWP
73
Burling Wealth Partners
Illinois
$235K
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$221K
XPN
75
XY Planning Network
Montana
$221K