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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
HICL
1
Hamrick Investment Counsel, llc
Washington
$16.6M
HIC
2
Hartline Investment Corp
Illinois
$14.4M
CM
3
Columbus Macro
Pennsylvania
$11.1M
WWWM
4
White Wing Wealth Management
Texas
$10.6M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.99M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.62M
SW
7
SlateStone Wealth
Florida
$8.52M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$8.26M
CIA
9
Cape Investment Advisory
Georgia
$8.08M
MWM
10
Meridian Wealth Management
Kentucky
$7.34M
Bank of America
11
Bank of America
North Carolina
$6.91M
SWA
12
Sightline Wealth Advisors
Connecticut
$6.23M
SF
13
Summit Financial
New Jersey
$5.58M
MWM
14
Modera Wealth Management
New Jersey
$5.25M
KAS
15
Kestra Advisory Services
Texas
$4.84M
HighTower Advisors
16
HighTower Advisors
Illinois
$4.63M
VST
17
Van Strum & Towne
California
$4.43M
CFGSD
18
Compass Financial Group (South Dakota)
South Dakota
$4.18M
PPH
19
Pure Portfolios Holdings
Oregon
$4M
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.48M
MWM
21
MFG Wealth Management
Indiana
$2.98M
FIA
22
Foundations Investment Advisors
Arizona
$2.94M
WCFP
23
White & Co Financial Planning
Washington
$2.68M
EL
24
Essex LLC
Illinois
$2.15M
BAMG
25
Brand Asset Management Group
Missouri
$2.09M