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Schwab 1-5 Year Corporate Bond ETF

112 hedge funds and large institutions have $164M 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, 26 reducing their positions, and 24 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:

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
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
XPN
76
XY Planning Network
Montana
$221K
DAS
77
Dynamic Advisor Solutions
Arizona
$216K
DBRC
78
D.B. Root & Company
Pennsylvania
$213K
MWM
79
Maridea Wealth Management
New York
$211K
WI
80
WBI Investments
New Jersey
$210K
Morgan Stanley
81
Morgan Stanley
New York
$166K
GTAM
82
Global Trust Asset Management
Florida
$150K
PA
83
Parallel Advisors
California
$150K
ACA
84
Aptus Capital Advisors
Alabama
$139K
WSFS
85
Wilmington Savings Fund Society
Delaware
$135K
HI
86
Harbour Investments
Wisconsin
$129K
EWA
87
EverSource Wealth Advisors
Alabama
$92K
VWA
88
VSM Wealth Advisory
Maryland
$75.7K
AA
89
Ancora Advisors
Ohio
$64.9K
SWP
90
Strategic Wealth Partners
Ohio
$57.4K
CA
91
CoreCap Advisors
Michigan
$39.3K
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$36K
AWM
93
AE Wealth Management
Kansas
$35.1K
MCM
94
MAI Capital Management
Ohio
$33.7K
LFA
95
LGT Financial Advisors
Texas
$32.6K
GWM
96
Geneos Wealth Management
Colorado
$24.9K
PFM
97
Phillips Financial Management
Indiana
$17.1K
WWM
98
Woodside Wealth Management
Massachusetts
$12.7K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$10.6K
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$10.4K