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Schwab 1-5 Year Corporate Bond ETF

126 hedge funds and large institutions have $226M invested in Schwab 1-5 Year Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
HIC
1
Hamrick Investment Counsel
Washington
$18.4M
HIC
2
Hartline Investment Corp
Illinois
$15.8M
WWWM
3
White Wing Wealth Management
Texas
$11.5M
CM
4
Columbus Macro
Pennsylvania
$10.2M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.61M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.55M
SWA
7
Sightline Wealth Advisors
Connecticut
$9.24M
CIA
8
Cape Investment Advisory
Georgia
$8.41M
SW
9
SlateStone Wealth
Florida
$7.91M
MWM
10
Meridian Wealth Management
Kentucky
$7.26M
Bank of America
11
Bank of America
North Carolina
$7.11M
CFGSD
12
Compass Financial Group (South Dakota)
South Dakota
$5.33M
VST
13
Van Strum & Towne
California
$5.26M
HighTower Advisors
14
HighTower Advisors
Illinois
$4.83M
WA
15
Waverly Advisors
Alabama
$4.66M
KAS
16
Kestra Advisory Services
Texas
$4.39M
MWM
17
Modera Wealth Management
New Jersey
$4.14M
Jane Street
18
Jane Street
New York
$3.98M
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$3.97M
YAIA
20
Yanni & Associates Investment Advisors
Pennsylvania
$3.55M
FA
21
FF Advisors
California
$3.45M
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$3.08M
MWM
23
MFG Wealth Management
Indiana
$2.99M
WCFP
24
White & Co Financial Planning
Washington
$2.98M
SF
25
Summit Financial
New Jersey
$2.84M