Stock ownership · SEC 13F · Q3 2025

SCHWAB 1-5 YR CORP BND ETF

Institutional ownership of SCHWAB 1-5 YR CORP BND ETF (CUSIP 808524714) - who holds it, how concentrated it is, and what moved last quarter.

$221K
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $221K of SCHWAB 1-5 YR CORP BND ETF positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$221K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$221K

Institutional 13F value

Institutions

3

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

3

Opened Q3 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q3 2025
Largest institutional holders of SCHWAB 1-5 YR CORP BND ETF
  1. 1
  2. 2
  3. 3

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a SCHWAB 1-5 YR CORP BND ETF position has risen from 1 to 3 over the last 5 quarters of 13F filings.

0.511.522.533.5 Q1'24Q3'24Q4'24Q1'25Q3'25 3
Distinct 13F filers holding SCHWAB 1-5 YR CORP BND ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 WBI INVESTMENTS, LLC 8,435 $210K 95.2%
2 CIBC Private Wealth Group LLC 419 $10K 4.7%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 2 $57 0.0%

Latest Quarter Activity · Q3 2025

What the data says about SCHWAB 1-5 YR CORP BND ETF

A few large holders dominate this stock’s institutional float.

  • See how SCHWAB 1-5 YR CORP BND ETF's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold SCHWAB 1-5 YR CORP BND ETF?
SCHWAB 1-5 YR CORP BND ETF is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of SCHWAB 1-5 YR CORP BND ETF?
Institutions report $221K of SCHWAB 1-5 YR CORP BND ETF as of Q3 2025.
How concentrated is ownership of SCHWAB 1-5 YR CORP BND ETF?
The top five institutional holders account for 100% of the reported institutional value in SCHWAB 1-5 YR CORP BND ETF, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of SCHWAB 1-5 YR CORP BND ETF?
WBI INVESTMENTS, LLC is the largest reported holder of SCHWAB 1-5 YR CORP BND ETF with $210K across 8,435 shares as of Q3 2025.
Where does this SCHWAB 1-5 YR CORP BND ETF data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.