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Schwab 1-5 Year Corporate Bond ETF

125 hedge funds and large institutions have $219M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$772K
Corient Private Wealth
52
Corient Private Wealth
Florida
$757K
AFG
53
Atomi Financial Group
New York
$708K
GWM
54
Gilpin Wealth Management
Colorado
$619K
FFA
55
Farther Finance Advisors
California
$607K
UCFA
56
United Capital Financial Advisors
Texas
$598K
RC
57
Roundview Capital
New Jersey
$593K
WPC
58
Wedmont Private Capital
Pennsylvania
$583K
Osaic Holdings
59
Osaic Holdings
Arizona
$570K
NF
60
Napier Financial
Massachusetts
$565K
Betterment LLC
61
Betterment LLC
New York
$541K
FGA
62
Fortis Group Advisors
New Jersey
$524K
FPAS
63
Focus Partners Advisor Solutions
Missouri
$500K
LAIC
64
Lederer & Associates Investment Counsel
California
$494K
EWA
65
EverSource Wealth Advisors
Alabama
$478K
CI
66
CacheTech Inc
Utah
$457K
CIA
67
Concurrent Investment Advisors
Florida
$456K
C1AG
68
Client 1st Advisory Group
Florida
$433K
CST
69
Charles Schwab Trust
Nevada
$427K
CKAIS
70
Christensen King & Associates Investment Services
Washington
$413K
BSI
71
Bennett Selby Investments
Maine
$390K
LWM
72
Lodestone Wealth Management
Washington
$345K
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$322K
FA
74
FDx Advisors
Illinois
$322K
FFN
75
Focus Financial Network
Minnesota
$310K