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Schwab 1-5 Year Corporate Bond ETF

110 hedge funds and large institutions have $162M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
DAS
76
Dynamic Advisor Solutions
Arizona
$216K
DBRC
77
D.B. Root & Company
Pennsylvania
$213K
MWM
78
Maridea Wealth Management
New York
$211K
WI
79
WBI Investments
New Jersey
$210K
Morgan Stanley
80
Morgan Stanley
New York
$166K
GTAM
81
Global Trust Asset Management
Florida
$150K
PA
82
Parallel Advisors
California
$150K
ACA
83
Aptus Capital Advisors
Alabama
$139K
WSFS
84
Wilmington Savings Fund Society
Delaware
$135K
HI
85
Harbour Investments
Wisconsin
$129K
EWA
86
EverSource Wealth Advisors
Alabama
$92K
VWA
87
VSM Wealth Advisory
Maryland
$75.7K
AA
88
Ancora Advisors
Ohio
$64.9K
SWP
89
Strategic Wealth Partners
Ohio
$57.4K
CA
90
CoreCap Advisors
Michigan
$39.3K
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$36K
AWM
92
AE Wealth Management
Kansas
$35.1K
MCM
93
MAI Capital Management
Ohio
$33.7K
LFA
94
LGT Financial Advisors
Texas
$32.6K
GWM
95
Geneos Wealth Management
Colorado
$24.9K
PFM
96
Phillips Financial Management
Indiana
$17.1K
WWM
97
Woodside Wealth Management
Massachusetts
$12.7K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$10.6K
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$10.4K
BIM
100
Breakwater Investment Management
Washington
$10.1K