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Schwab 1-5 Year Corporate Bond ETF

118 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, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.58%
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
38
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
101
Clearstead Advisors
Ohio
$27.4K
GWM
102
Geneos Wealth Management
Colorado
$24.8K -$30.4K -1,224 -55%
RFG
103
REAP Financial Group
Texas
$21K -$30.9K -1,244 -60%
PFM
104
Phillips Financial Management
Indiana
$17K
WWM
105
Woodside Wealth Management
Massachusetts
$12.7K
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$10.3K +$74 +3 +0.7%
BIM
107
Breakwater Investment Management
Washington
$10.1K
AC
108
AlphaCore Capital
California
$8.68K +$8.68K +350 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$8.54K +$1.47K +59 +21%
MWA
110
Moser Wealth Advisors
Washington
$6.35K +$6.35K +256 New
US Bancorp
111
US Bancorp
Minnesota
$5.95K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$4K
VCM
113
Versant Capital Management
Arizona
$1.44K +$1.44K +58 New
AssetMark Inc
114
AssetMark Inc
California
$1.09K +$546 +22 +100%
NC
115
North Capital
Utah
$968
LFG
116
Larson Financial Group
Missouri
$496 +$496 +20 New
AF
117
Allworth Financial
California
$52
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$25
VWA
119
Visionary Wealth Advisors
Illinois
-$2.86M -116,218 Closed
Jane Street
120
Jane Street
New York
-$1.67M -67,600 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
-$819K -33,239 Closed
AF
122
Amara Financial
California
-$323K -13,106 Closed
TC
123
TownSquare Capital
Utah
-$306K -12,422 Closed
SAI
124
Savvy Advisors Inc
New York
-$217K -8,804 Closed
BCM
125
Brookstone Capital Management
Illinois
-$214K -8,677 Closed