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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $172M → $164M (-$7.81M)

4.23% less ownership

Funds ownership: 36.12%31.89% (-4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $148K

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$148K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Columbus Macro
Pennsylvania
$10.7M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.71M
MWM
3
Meridian Wealth Management
Kentucky
$8.95M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.15M
WWWM
5
White Wing Wealth Management
Texas
$7.75M
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.31M
Bank of America
7
Bank of America
North Carolina
$6.89M
MWM
8
Modera Wealth Management
New Jersey
$5.08M
SW
9
SlateStone Wealth
Florida
$4.83M
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$4.81M
CIA
11
Cape Investment Advisory
Georgia
$4.42M
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.88M
LPL Financial
13
LPL Financial
California
$3.87M
HPC
14
HM Payson & Co
Maine
$3.7M
HighTower Advisors
15
HighTower Advisors
Illinois
$3.56M
KAS
16
Kestra Advisory Services
Texas
$3.28M
VST
17
Van Strum & Towne
California
$3.13M
EL
18
Essex LLC
Illinois
$3.08M
Mariner
19
Mariner
Kansas
$3M
PPH
20
Pure Portfolios Holdings
Oregon
$2.94M
VWA
21
Visionary Wealth Advisors
Illinois
$2.86M
CCA
22
Clearwater Capital Advisors
Illinois
$2.62M
CFGSD
23
Compass Financial Group (South Dakota)
South Dakota
$2.58M
WCFP
24
White & Co Financial Planning
Washington
$2.56M
MHR
25
Matthew Hamilton Rosenberg
$2.4M