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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
BIM
101
Breakwater Investment Management
Washington
$10.1K
GRP
102
Global Retirement Partners
California
$10.1K
SVCP
103
Silicon Valley Capital Partners
California
$9.21K
AC
104
AlphaCore Capital
California
$8.73K
DRP
105
Decker Retirement Planning
Utah
$6.99K
1IA
106
1620 Investment Advisors
Massachusetts
$4.99K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$4K
AssetMark Inc
108
AssetMark Inc
California
$1.1K
NC
109
North Capital
Utah
$524
Wells Fargo
110
Wells Fargo
California
$249
AF
111
Allworth Financial
California
$53
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$25
ACM
113
AlphaStar Capital Management
North Carolina
CIA
114
Cape Investment Advisory
Georgia
HPC
115
HM Payson & Co
Maine
JCIA
116
Jackson Creek Investment Advisors
Colorado
VIA
117
Victrix Investment Advisors
Florida
FTUS
118
Flow Traders U.S.
New York
KWM
119
Kingsview Wealth Management
Oregon
OMC
120
Old Mission Capital
Illinois
CPP
121
Capasso Planning Partners
South Carolina
PWM
122
Perigon Wealth Management
California
SAW
123
Signal Advisors Wealth
Michigan
WAM
124
Worth Asset Management
Texas
SGAM
125
Stephens Group Asset Management
Arkansas