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Schwab 1-5 Year Corporate Bond ETF

120 hedge funds and large institutions have $160M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.86M
2 -$2.51M
3 -$2.05M
4
Jane Street
Jane Street
New York
-$1.67M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$526K
LFA
52
Level Financial Advisors
New York
$494K
KWM
53
Kingsview Wealth Management
Oregon
$488K
OMC
54
Old Mission Capital
Illinois
$486K
Citadel Advisors
55
Citadel Advisors
Florida
$470K
FPAS
56
Focus Partners Advisor Solutions
Missouri
$465K
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$458K
C1AG
58
Client 1st Advisory Group
Florida
$451K
CST
59
Charles Schwab Trust
Nevada
$439K
BAM
60
Berkshire Asset Management
Pennsylvania
$438K
CKAIS
61
Christensen King & Associates Investment Services
Washington
$422K
Osaic Holdings
62
Osaic Holdings
Arizona
$416K
CPP
63
Capasso Planning Partners
South Carolina
$403K
PWM
64
Perigon Wealth Management
California
$359K
LWM
65
Lodestone Wealth Management
Washington
$344K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$341K
Morgan Stanley
67
Morgan Stanley
New York
$338K
FFN
68
Focus Financial Network
Minnesota
$332K
SAW
69
Signal Advisors Wealth
Michigan
$307K
BWP
70
Burling Wealth Partners
Illinois
$304K
FFG
71
First Financial Group
North Carolina
$300K
CFD
72
Creative Financial Designs
Indiana
$293K
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$278K
FA
74
FDx Advisors
Illinois
$277K
GSEP
75
Golden State Equity Partners
California
$273K