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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 %
CM
1
Columbus Macro
Pennsylvania
$10.7M -$88.6K -3,595 -0.8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.71M -$172K -6,961 -2%
MWM
3
Meridian Wealth Management
Kentucky
$8.95M +$1.16M +47,046 +15%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.15M -$290K -11,750 -3%
WWWM
5
White Wing Wealth Management
Texas
$7.75M +$290K +11,836 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.31M +$123K +5,011 +2%
Bank of America
7
Bank of America
North Carolina
$6.89M -$1.49M -60,375 -18%
MWM
8
Modera Wealth Management
New Jersey
$5.08M -$10.2K -414 -0.2%
SW
9
SlateStone Wealth
Florida
$4.83M +$1.09M +44,106 +29%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$4.81M +$71.4K +2,897 +2%
CIA
11
Cape Investment Advisory
Georgia
$4.42M +$51.1K +2,075 +1%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.88M -$148K -6,004 -4%
LPL Financial
13
LPL Financial
California
$3.87M -$221K -8,965 -5%
HPC
14
HM Payson & Co
Maine
$3.7M
HighTower Advisors
15
HighTower Advisors
Illinois
$3.56M -$17.5K -711 -0.5%
KAS
16
Kestra Advisory Services
Texas
$3.28M +$3.28M +133,105 New
VST
17
Van Strum & Towne
California
$3.13M +$23.8K +967 +0.8%
EL
18
Essex LLC
Illinois
$3.08M -$88.1K -3,575 -3%
Mariner
19
Mariner
Kansas
$3M -$343K -13,918 -10%
PPH
20
Pure Portfolios Holdings
Oregon
$2.94M +$130K +5,277 +5%
VWA
21
Visionary Wealth Advisors
Illinois
$2.86M -$1.51M -61,143 -34%
CCA
22
Clearwater Capital Advisors
Illinois
$2.62M -$37.3K -1,513 -1%
CFGSD
23
Compass Financial Group (South Dakota)
South Dakota
$2.58M +$693K +28,126 +37%
WCFP
24
White & Co Financial Planning
Washington
$2.56M +$54.8K +2,223 +2%
MHR
25
Matthew Hamilton Rosenberg
$2.4M -$176K -7,163 -7%