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Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $970M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
76
Reduced
67
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
226
Goldman Sachs
New York
-$1.12M -49,945 Closed
CPA
227
Capital Performance Advisors
California
-$523K -23,280 Closed
OFS
228
OneAscent Financial Services
Alabama
-$485K -21,578 Closed
CGFA
229
Colton Groome Financial Advisors
North Carolina
-$452K -20,121 Closed
Fisher Asset Management
230
Fisher Asset Management
Washington
-$283K -12,595 Closed
PA
231
PFG Advisors
Arizona
-$280K -12,459 Closed
PCIA
232
Prime Capital Investment Advisors
Kansas
-$250K -11,111 Closed
EWA
233
EP Wealth Advisors
California
-$162K -7,207 Closed
GWM
234
Geneos Wealth Management
Colorado
-$132K -5,858 Closed
CCM
235
Coldstream Capital Management
Washington
-$96.4K -4,293 Closed
CA
236
Continuum Advisory
Idaho
-$53.8K -2,396 Closed
VWA
237
Valued Wealth Advisors
Utah
-$32.6K -1,450 Closed
T
238
Transce3nd
Texas
-$30.3K -1,351 Closed
AIC
239
Archer Investment Corporation
Indiana
-$28.5K -1,268 Closed
CBT
240
Crews Bank & Trust
Florida
-$14.8K -660 Closed
BWM
241
Bernard Wealth Management
Michigan
-$13.6K -606 Closed
GWANC
242
Guardian Wealth Advisors (North Carolina)
North Carolina
-$12.8K -572 Closed
HCP
243
Hexagon Capital Partners
Arkansas
-$12.2K -542 Closed
FHA
244
First Horizon Advisors
Tennessee
-$10.8K -480 Closed
PBK
245
Peoples Bank (Kansas)
Kansas
-$9.88K -440 Closed
SIS
246
Sound Income Strategies
Florida
-$5.91K -263 Closed
AA
247
Addison Advisors
Vermont
-$5.03K -224 Closed
KWM
248
Kiker Wealth Management
Georgia
-$4.81K -214 Closed
CFFP
249
Center for Financial Planning
Michigan
-$652 -29 Closed
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
-$584 -26 Closed