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Schwab 1-5 Year Corporate Bond ETF

113 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 18 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:

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
113
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
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$10.4K
BIM
102
Breakwater Investment Management
Washington
$10.1K
GRP
103
Global Retirement Partners
California
$10.1K
SVCP
104
Silicon Valley Capital Partners
California
$9.21K
AC
105
AlphaCore Capital
California
$8.73K
DRP
106
Decker Retirement Planning
Utah
$6.99K
1IA
107
1620 Investment Advisors
Massachusetts
$4.99K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$4K
AssetMark Inc
109
AssetMark Inc
California
$1.1K
NC
110
North Capital
Utah
$524
Wells Fargo
111
Wells Fargo
California
$249
AF
112
Allworth Financial
California
$53
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$25
ACM
114
AlphaStar Capital Management
North Carolina
CIA
115
Cape Investment Advisory
Georgia
HPC
116
HM Payson & Co
Maine
JCIA
117
Jackson Creek Investment Advisors
Colorado
VIA
118
Victrix Investment Advisors
Florida
FTUS
119
Flow Traders U.S.
New York
KWM
120
Kingsview Wealth Management
Oregon
OMC
121
Old Mission Capital
Illinois
CPP
122
Capasso Planning Partners
South Carolina
PWM
123
Perigon Wealth Management
California
SAW
124
Signal Advisors Wealth
Michigan
WAM
125
Worth Asset Management
Texas