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Schwab 1-5 Year Corporate Bond ETF

116 hedge funds and large institutions have $164M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $172M → $164M (-$7.81M)

4.23% less ownership

Funds ownership: 36.12%31.89% (-4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $148K

Holders
116
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
$148K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
76
Mayflower Financial Advisors
Massachusetts
$252K
FFG
77
First Financial Group
North Carolina
$224K
SGAM
78
Stephens Group Asset Management
Arkansas
$217K
SAI
79
Savvy Advisors Inc
New York
$217K
DAS
80
Dynamic Advisor Solutions
Arizona
$214K
GTAM
81
Global Trust Asset Management
Florida
$214K
BCM
82
Brookstone Capital Management
Illinois
$214K
HFS
83
Heritage Financial Services
Massachusetts
$204K
Morgan Stanley
84
Morgan Stanley
New York
$176K
PA
85
Parallel Advisors
California
$148K
HI
86
Harbour Investments
Wisconsin
$144K
ACA
87
Aptus Capital Advisors
Alabama
$136K
WSFS
88
Wilmington Savings Fund Society
Delaware
$133K
VWA
89
VSM Wealth Advisory
Maryland
$123K
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$114K
SIS
91
Sound Income Strategies
Florida
$87.8K
AA
92
Ancora Advisors
Ohio
$64.1K
William Blair & Company
93
William Blair & Company
Illinois
$55.7K
GWM
94
Geneos Wealth Management
Colorado
$54.8K
SIC
95
Salem Investment Counselors
North Carolina
$54.8K
RFG
96
REAP Financial Group
Texas
$51.5K
HR
97
Howe & Rusling
New York
$41.5K
CA
98
CoreCap Advisors
Michigan
$38.8K
MCM
99
MAI Capital Management
Ohio
$33.2K
CA
100
Clearstead Advisors
Ohio
$27.3K