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Schwab 1-5 Year Corporate Bond ETF

117 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, 37 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.57%
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
37
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
101
Clearstead Advisors
Ohio
$27.4K 1,106
GWM
102
Geneos Wealth Management
Colorado
$24.8K 1,000 -1,224 -55%
RFG
103
REAP Financial Group
Texas
$21K 846 -1,244 -60%
PFM
104
Phillips Financial Management
Indiana
$17K 687
WWM
105
Woodside Wealth Management
Massachusetts
$12.7K 510
BIM
106
Breakwater Investment Management
Washington
$10.1K 406
AC
107
AlphaCore Capital
California
$8.68K 350 +350 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$8.54K 344 +59 +21%
MWA
109
Moser Wealth Advisors
Washington
$6.35K 256 +256 New
US Bancorp
110
US Bancorp
Minnesota
$5.95K 240
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$4K 157
VCM
112
Versant Capital Management
Arizona
$1.44K 58 +58 New
AssetMark Inc
113
AssetMark Inc
California
$1.09K 44 +22 +100%
NC
114
North Capital
Utah
$968 39
LFG
115
Larson Financial Group
Missouri
$496 20 +20 New
AF
116
Allworth Financial
California
$52 2
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$25 1
VWA
118
Visionary Wealth Advisors
Illinois
-116,218 Closed
Jane Street
119
Jane Street
New York
-67,600 Closed
AF
120
Amara Financial
California
-13,106 Closed
TC
121
TownSquare Capital
Utah
-12,422 Closed
SAI
122
Savvy Advisors Inc
New York
-8,804 Closed
BCM
123
Brookstone Capital Management
Illinois
-8,677 Closed
SIS
124
Sound Income Strategies
Florida
-3,562 Closed
VWA
125
Valued Wealth Advisors
Utah
-257 Closed