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Schwab 1-5 Year Corporate Bond ETF

111 hedge funds and large institutions have $162M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 23 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:

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

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