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Schwab 1-5 Year Corporate Bond ETF

125 hedge funds and large institutions have $219M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
GSEP
76
Golden State Equity Partners
California
$286K
Jane Street
77
Jane Street
New York
$285K
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$279K
SAI
79
Savvy Advisors Inc
New York
$278K
MFA
80
Mayflower Financial Advisors
Massachusetts
$272K
RFP
81
RCS Financial Planning
Maryland
$266K
BPA
82
Beacon Pointe Advisors
California
$264K
DBRC
83
D.B. Root & Company
Pennsylvania
$233K
NAG
84
Northstar Advisory Group
New Jersey
$233K
BWP
85
Burling Wealth Partners
Illinois
$230K
IWC
86
Integrated Wealth Concepts
Massachusetts
$226K
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$213K
W
88
WorthPointe
California
$212K
WI
89
WBI Investments
New Jersey
$208K
MWM
90
Maridea Wealth Management
New York
$208K
GTAM
91
Global Trust Asset Management
Florida
$199K
WSFS
92
Wilmington Savings Fund Society
Delaware
$168K
PA
93
Parallel Advisors
California
$149K
HI
94
Harbour Investments
Wisconsin
$133K
ACA
95
Aptus Capital Advisors
Alabama
$101K
VWA
96
VSM Wealth Advisory
Maryland
$75.5K
HR
97
Howe & Rusling
New York
$66.9K
AA
98
Ancora Advisors
Ohio
$64.8K
CFD
99
Creative Financial Designs
Indiana
$64.7K
Comerica Bank
100
Comerica Bank
Texas
$49.8K