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Schwab 1-5 Year Corporate Bond ETF

118 hedge funds and large institutions have $158M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
38
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CM
1
Columbus Macro
Pennsylvania
$10.6M -$215K -8,660 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.3M -$470K -18,939 -5%
MWM
3
Meridian Wealth Management
Kentucky
$9.24M +$233K +9,404 +3%
WWWM
4
White Wing Wealth Management
Texas
$8.04M +$200K +8,070 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.73M -$476K -19,186 -6%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.39M +$63.3K +2,563 +0.9%
Bank of America
7
Bank of America
North Carolina
$6.19M -$747K -30,124 -11%
SW
8
SlateStone Wealth
Florida
$5.78M +$919K +37,046 +19%
MWM
9
Modera Wealth Management
New Jersey
$5.1M -$17.5K -706 -0.3%
ACM
10
AlphaStar Capital Management
North Carolina
$4.79M +$4.79M +192,974 New
CIA
11
Cape Investment Advisory
Georgia
$4.55M +$106K +4,271 +2%
KAS
12
Kestra Advisory Services
Texas
$4.13M +$828K +33,366 +25%
VST
13
Van Strum & Towne
California
$4.05M +$894K +36,040 +28%
IWC
14
Integrated Wealth Concepts
Massachusetts
$3.92M +$13.4K +539 +0.3%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$3.63M -$1.21M -48,940 -25%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.61M +$22.5K +905 +0.6%
PPH
17
Pure Portfolios Holdings
Oregon
$3.45M +$483K +19,482 +16%
EL
18
Essex LLC
Illinois
$3.2M +$94.5K +3,808 +3%
CFGSD
19
Compass Financial Group (South Dakota)
South Dakota
$3.11M +$514K +20,726 +20%
CCA
20
Clearwater Capital Advisors
Illinois
$2.63M -$11.1K -448 -0.4%
WCFP
21
White & Co Financial Planning
Washington
$2.59M +$8.77K +354 +0.3%
FIA
22
Foundations Investment Advisors
Arizona
$2.46M +$260K +10,486 +12%
JCIA
23
Jackson Creek Investment Advisors
Colorado
$2.06M -$33.4K -1,347 -2%
MHR
24
Matthew Hamilton Rosenberg
$2.02M -$393K -15,840 -16%
AFG
25
Altiora Financial Group
Ohio
$1.72M