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Schwab 1-5 Year Corporate Bond ETF

117 hedge funds and large institutions have $158M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
37
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFA
76
Mayflower Financial Advisors
Massachusetts
$254K 10,256 +44 +0.4%
WAM
77
Worth Asset Management
Texas
$245K 9,873 -1,145 -10%
XPN
78
XY Planning Network
Montana
$221K 8,901 +8,901 New
SGAM
79
Stephens Group Asset Management
Arkansas
$219K 8,821 +10 +0.1%
DAS
80
Dynamic Advisor Solutions
Arizona
$215K 8,646 -36 -0.4%
MWM
81
Maridea Wealth Management
New York
$211K 8,505 -1,977 -19%
WI
82
WBI Investments
New Jersey
$211K 8,505 -1,977 -19%
HFS
83
Heritage Financial Services
Massachusetts
$206K 8,290
GTAM
84
Global Trust Asset Management
Florida
$149K 6,000 -2,680 -31%
QWM
85
Quaker Wealth Management
New Jersey
$149K 6,000 +6,000 New
PA
86
Parallel Advisors
California
$149K 5,998
ACA
87
Aptus Capital Advisors
Alabama
$138K 5,545 +16 +0.3%
WSFS
88
Wilmington Savings Fund Society
Delaware
$134K 5,400
HI
89
Harbour Investments
Wisconsin
$126K 5,074 -787 -13%
VWA
90
VSM Wealth Advisory
Maryland
$124K 4,993 +12 +0.2%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$104K 4,208 -427 -9%
AA
92
Ancora Advisors
Ohio
$64.6K 2,602
Raymond James Financial
93
Raymond James Financial
Florida
$59.7K 2,405 +2,405 New
William Blair & Company
94
William Blair & Company
Illinois
$56.1K 2,262
SIC
95
Salem Investment Counselors
North Carolina
$55.1K 2,223
SWP
96
Strategic Wealth Partners
Ohio
$42.2K 1,700 +1,700 New
HR
97
Howe & Rusling
New York
$41.8K 1,684
CA
98
CoreCap Advisors
Michigan
$39.1K 1,574
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$38K 1,547 +451 +41%
MCM
100
MAI Capital Management
Ohio
$33.5K 1,349