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Schwab 1-5 Year Corporate Bond ETF

116 hedge funds and large institutions have $164M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $172M → $164M (-$7.81M)

4.23% less ownership

Funds ownership: 36.12%31.89% (-4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $148K

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$148K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
51
Lederer & Associates Investment Counsel
California
$603K
AAS
52
Avantax Advisory Services
Texas
$597K
AFG
53
Atomi Financial Group
New York
$590K
CFS
54
Coordinated Financial Services
Colorado
$568K
WPC
55
Wedmont Private Capital
Pennsylvania
$551K
Creative Planning
56
Creative Planning
Kansas
$506K
LFA
57
Level Financial Advisors
New York
$490K
KWM
58
Kingsview Wealth Management
Oregon
$437K
BAM
59
Berkshire Asset Management
Pennsylvania
$435K
FFA
60
Farther Finance Advisors
California
$425K
CKAIS
61
Christensen King & Associates Investment Services
Washington
$423K
PWM
62
Perigon Wealth Management
California
$354K
LWM
63
Lodestone Wealth Management
Washington
$342K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$338K
FFN
65
Focus Financial Network
Minnesota
$327K
AF
66
Amara Financial
California
$323K
TC
67
TownSquare Capital
Utah
$306K
Osaic Holdings
68
Osaic Holdings
Arizona
$298K
FA
69
FDx Advisors
Illinois
$291K
CFD
70
Creative Financial Designs
Indiana
$289K
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$276K
WAM
72
Worth Asset Management
Texas
$271K
GSEP
73
Golden State Equity Partners
California
$263K
MWM
74
Maridea Wealth Management
New York
$258K
WI
75
WBI Investments
New Jersey
$258K