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Schwab 1-5 Year Corporate Bond ETF

125 hedge funds and large institutions have $219M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
FHA
101
Flagship Harbor Advisors
Massachusetts
$47.8K
CA
102
CoreCap Advisors
Michigan
$39.2K
Morgan Stanley
103
Morgan Stanley
New York
$36.9K
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$36K
AWM
105
AE Wealth Management
Kansas
$35.1K
MCM
106
MAI Capital Management
Ohio
$33.3K
NSG
107
Nalls Sherbakoff Group
Tennessee
$26.4K
GWM
108
Geneos Wealth Management
Colorado
$24.9K
PSB
109
Piscataqua Savings Bank
New Hampshire
$17.7K
PFM
110
Phillips Financial Management
Indiana
$17.1K
WWM
111
Woodside Wealth Management
Massachusetts
$12.7K
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$10.6K
GRP
113
Global Retirement Partners
California
$10.2K
BIM
114
Breakwater Investment Management
Washington
$10.1K
BA
115
Blueline Advisors
New Hampshire
$9.96K
SVCP
116
Silicon Valley Capital Partners
California
$9.33K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$8.99K
AC
118
AlphaCore Capital
California
$8.71K
Franklin Resources
119
Franklin Resources
California
$5.78K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$4K
SAG
121
SageView Advisory Group
California
$2.94K
Jones Financial Companies
122
Jones Financial Companies
Missouri
$2.76K
AssetMark Inc
123
AssetMark Inc
California
$1.1K
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$149
AF
125
Allworth Financial
California
$53