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Schwab 1-5 Year Corporate Bond ETF

116 hedge funds and large institutions have $164M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
38
Reduced
34
Closed
8
Calls
Puts
$148K
Net Calls
-$148K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$27K -$24.5K -994 -48%
PFM
102
Phillips Financial Management
Indiana
$16.9K -$4.66K -189 -22%
WWM
103
Woodside Wealth Management
Massachusetts
$12.6K +$12.6K +510 New
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$10K +$122 +5 +1%
BIM
105
Breakwater Investment Management
Washington
$10K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$7.02K +$1.48K +60 +27%
VWA
107
Valued Wealth Advisors
Utah
$6.33K +$6.33K +257 New
US Bancorp
108
US Bancorp
Minnesota
$5.91K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$4K
GWM
110
Graybill Wealth Management
Illinois
$3.7K +$3.7K +150 New
PS
111
Principal Securities
Iowa
$1.95K
BlackRock
112
BlackRock
New York
$1.58K +$789 +32 +100%
NC
113
North Capital
Utah
$961 +$961 +39 New
AssetMark Inc
114
AssetMark Inc
California
$542
AF
115
Allworth Financial
California
$51
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$25
FSG
117
Financial Strategies Group
Michigan
-$543K -22,350 Closed
PCS
118
Private Client Services
Kentucky
-$211K -8,641 Closed
CF
119
Centaurus Financial
California
-$102K -4,188 Closed
CAS
120
Coppell Advisory Solutions
Texas
-$41.9K -1,720 Closed
AWM
121
Avior Wealth Management
Nebraska
-$29.7K -1,220 Closed
AWM
122
AE Wealth Management
Kansas
-$26.4K -1,084 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
-$3.8K -156 Closed
UBS Group
124
UBS Group
Switzerland
-$878 -36 Closed
Luther King Capital Management (LKCM)
125
Luther King Capital Management (LKCM)
Texas
-$302K