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Schwab 5-10 Year Corporate Bond ETF

220 hedge funds and large institutions have $968M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
44
Increased
76
Reduced
66
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$190M 8,366,590 -87,529 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$167M 7,336,297 -127,178 -2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$165M 7,243,804 +913,432 +14%
Raymond James Financial
4
Raymond James Financial
Florida
$56.5M 2,481,036 +94,129 +4%
BFG
5
Bouchey Financial Group
New York
$28.9M 1,268,234 +135,657 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.2M 1,109,064 -44,888 -4%
Bank of America
7
Bank of America
North Carolina
$24.4M 1,072,477 -9,554 -0.9%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$18.9M 832,249 -2,338 -0.3%
SLWA
9
San Luis Wealth Advisors
California
$14.9M 656,737 -178,516 -21%
LAM
10
L2 Asset Management
Massachusetts
$14.8M 651,801 +16,586 +3%
GB
11
Gunma Bank
Japan
$13.2M 580,000
WFA
12
WestHill Financial Advisors
California
$12.7M 556,055 +1,164 +0.2%
RA
13
Rational Advisors
New York
$12.5M 551,209 +166,675 +43%
CJH
14
Christopher J. Hasenberg
Wisconsin
$11.6M 511,211 +511,211 New
Stifel Financial
15
Stifel Financial
Missouri
$10.5M 461,669 +173,697 +60%
CST
16
Charles Schwab Trust
Nevada
$9.8M 430,440 -16,564 -4%
Ameriprise
17
Ameriprise
Minnesota
$8.57M 376,683 +139,329 +59%
LPL Financial
18
LPL Financial
California
$8.36M 367,337 +52,784 +17%
ASN
19
Advisory Services Network
Georgia
$7.82M 344,537 +32,796 +11%
WCFP
20
White & Co Financial Planning
Washington
$7.44M 328,078 +1,679 +0.5%
KFS
21
Kaizen Financial Strategies
California
$7.13M 313,304 +8,933 +3%
VA
22
Vident Advisory
Georgia
$7.12M 313,031 +82,937 +36%
Truist Financial
23
Truist Financial
North Carolina
$5.94M 260,865 -19,016 -7%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$5M 219,592 -37,318 -15%
Mariner
25
Mariner
Kansas
$4.8M 211,015 -22,936 -10%