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Schwab 5-10 Year Corporate Bond ETF

223 hedge funds and large institutions have $978M 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, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
CCAM
226
Cascades Capital Asset Management
North Carolina
Goldman Sachs
227
Goldman Sachs
New York
CPA
228
Capital Performance Advisors
California
OFS
229
OneAscent Financial Services
Alabama
CGFA
230
Colton Groome Financial Advisors
North Carolina
Fisher Asset Management
231
Fisher Asset Management
Washington
PA
232
PFG Advisors
Arizona
PCIA
233
Prime Capital Investment Advisors
Kansas
EWA
234
EP Wealth Advisors
California
GWM
235
Geneos Wealth Management
Colorado
CCM
236
Coldstream Capital Management
Washington
CA
237
Continuum Advisory
Idaho
VWA
238
Valued Wealth Advisors
Utah
T
239
Transce3nd
Texas
AIC
240
Archer Investment Corporation
Indiana
CBT
241
Crews Bank & Trust
Florida
BWM
242
Bernard Wealth Management
Michigan
GWANC
243
Guardian Wealth Advisors (North Carolina)
North Carolina
HCP
244
Hexagon Capital Partners
Arkansas
FHA
245
First Horizon Advisors
Tennessee
PBK
246
Peoples Bank (Kansas)
Kansas
SIS
247
Sound Income Strategies
Florida
AA
248
Addison Advisors
Vermont
KWM
249
Kiker Wealth Management
Georgia
CFFP
250
Center for Financial Planning
Michigan