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Schwab 1-5 Year Corporate Bond ETF

118 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, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.58%
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
38
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
76
Mayflower Financial Advisors
Massachusetts
$254K +$1.09K +44 +0.4%
WAM
77
Worth Asset Management
Texas
$245K -$28.4K -1,145 -10%
XPN
78
XY Planning Network
Montana
$221K +$221K +8,901 New
SGAM
79
Stephens Group Asset Management
Arkansas
$219K +$248 +10 +0.1%
DAS
80
Dynamic Advisor Solutions
Arizona
$215K -$893 -36 -0.4%
WI
81
WBI Investments
New Jersey
$211K -$49K -1,977 -19%
MWM
82
Maridea Wealth Management
New York
$211K -$49K -1,977 -19%
HFS
83
Heritage Financial Services
Massachusetts
$206K
GTAM
84
Global Trust Asset Management
Florida
$149K -$66.5K -2,680 -31%
QWM
85
Quaker Wealth Management
New Jersey
$149K +$149K +6,000 New
PA
86
Parallel Advisors
California
$149K
ACA
87
Aptus Capital Advisors
Alabama
$138K +$397 +16 +0.3%
WSFS
88
Wilmington Savings Fund Society
Delaware
$134K
HI
89
Harbour Investments
Wisconsin
$126K -$19.5K -787 -13%
VWA
90
VSM Wealth Advisory
Maryland
$124K +$298 +12 +0.2%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$104K -$10.6K -427 -9%
AA
92
Ancora Advisors
Ohio
$64.6K
Raymond James Financial
93
Raymond James Financial
Florida
$59.7K +$59.7K +2,405 New
William Blair & Company
94
William Blair & Company
Illinois
$56.1K
SIC
95
Salem Investment Counselors
North Carolina
$55.1K
SWP
96
Strategic Wealth Partners
Ohio
$42.2K +$42.2K +1,700 New
HR
97
Howe & Rusling
New York
$41.8K
CA
98
CoreCap Advisors
Michigan
$39.1K
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$38K +$11.1K +451 +41%
MCM
100
MAI Capital Management
Ohio
$33.5K