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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
Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
38
Reduced
34
Closed
8
Calls
Puts
$148K
Net Calls
-$148K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
76
Mayflower Financial Advisors
Massachusetts
$252K
FFG
77
First Financial Group
North Carolina
$224K
SGAM
78
Stephens Group Asset Management
Arkansas
$217K -$465K -18,891 -68%
SAI
79
Savvy Advisors Inc
New York
$217K
DAS
80
Dynamic Advisor Solutions
Arizona
$214K +$214K +8,682 New
GTAM
81
Global Trust Asset Management
Florida
$214K +$214K +8,680 New
BCM
82
Brookstone Capital Management
Illinois
$214K -$28.8K -1,168 -12%
HFS
83
Heritage Financial Services
Massachusetts
$204K
Morgan Stanley
84
Morgan Stanley
New York
$176K -$8.87K -360 -5%
PA
85
Parallel Advisors
California
$148K
HI
86
Harbour Investments
Wisconsin
$144K -$214K -8,692 -60%
ACA
87
Aptus Capital Advisors
Alabama
$136K +$22.8K +927 +20%
WSFS
88
Wilmington Savings Fund Society
Delaware
$133K
VWA
89
VSM Wealth Advisory
Maryland
$123K +$197 +8 +0.2%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$114K -$200K -8,121 -64%
SIS
91
Sound Income Strategies
Florida
$87.8K +$87.8K +3,562 New
AA
92
Ancora Advisors
Ohio
$64.1K -$20.8K -844 -24%
William Blair & Company
93
William Blair & Company
Illinois
$55.7K +$27.9K +1,131 +100%
GWM
94
Geneos Wealth Management
Colorado
$54.8K +$54.8K +2,224 New
SIC
95
Salem Investment Counselors
North Carolina
$54.8K
RFG
96
REAP Financial Group
Texas
$51.5K +$419 +17 +0.8%
HR
97
Howe & Rusling
New York
$41.5K +$41.5K +1,684 New
CA
98
CoreCap Advisors
Michigan
$38.8K +$517 +21 +1%
MCM
99
MAI Capital Management
Ohio
$33.2K
CA
100
Clearstead Advisors
Ohio
$27.3K +$27.3K +1,106 New