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Schwab 1-5 Year Corporate Bond ETF

123 hedge funds and large institutions have $202M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
51
Atomi Financial Group
New York
$708K
GWM
52
Gilpin Wealth Management
Colorado
$619K
FFA
53
Farther Finance Advisors
California
$607K
UCFA
54
United Capital Financial Advisors
Texas
$598K
RC
55
Roundview Capital
New Jersey
$593K
WPC
56
Wedmont Private Capital
Pennsylvania
$583K
Osaic Holdings
57
Osaic Holdings
Arizona
$570K
NF
58
Napier Financial
Massachusetts
$565K
Betterment LLC
59
Betterment LLC
New York
$541K
FGA
60
Fortis Group Advisors
New Jersey
$524K
FPAS
61
Focus Partners Advisor Solutions
Missouri
$500K
LAIC
62
Lederer & Associates Investment Counsel
California
$494K
EWA
63
EverSource Wealth Advisors
Alabama
$478K
CI
64
CacheTech Inc
Utah
$457K
CIA
65
Concurrent Investment Advisors
Florida
$456K
C1AG
66
Client 1st Advisory Group
Florida
$433K
CST
67
Charles Schwab Trust
Nevada
$427K
CKAIS
68
Christensen King & Associates Investment Services
Washington
$413K
BSI
69
Bennett Selby Investments
Maine
$390K
Corient Private Wealth
70
Corient Private Wealth
Florida
$378K
LWM
71
Lodestone Wealth Management
Washington
$345K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$322K
FA
73
FDx Advisors
Illinois
$322K
FFN
74
Focus Financial Network
Minnesota
$310K
GSEP
75
Golden State Equity Partners
California
$286K