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Schwab 1-5 Year Corporate Bond ETF

123 hedge funds and large institutions have $202M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
CA
101
CoreCap Advisors
Michigan
$39.2K
Morgan Stanley
102
Morgan Stanley
New York
$36.9K
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$36K
AWM
104
AE Wealth Management
Kansas
$35.1K
MCM
105
MAI Capital Management
Ohio
$33.3K
GWM
106
Geneos Wealth Management
Colorado
$24.9K
PSB
107
Piscataqua Savings Bank
New Hampshire
$17.7K
PFM
108
Phillips Financial Management
Indiana
$17.1K
WWM
109
Woodside Wealth Management
Massachusetts
$12.7K
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$10.6K
GRP
111
Global Retirement Partners
California
$10.2K
BIM
112
Breakwater Investment Management
Washington
$10.1K
BA
113
Blueline Advisors
New Hampshire
$9.96K
SVCP
114
Silicon Valley Capital Partners
California
$9.33K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$8.99K
AC
116
AlphaCore Capital
California
$8.71K
Franklin Resources
117
Franklin Resources
California
$5.78K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$4K
SAG
119
SageView Advisory Group
California
$2.94K
Jones Financial Companies
120
Jones Financial Companies
Missouri
$2.76K
AssetMark Inc
121
AssetMark Inc
California
$1.1K
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$149
AF
123
Allworth Financial
California
$53
SI
124
Stonekeep Investments
New Mexico
LFA
125
Level Financial Advisors
New York