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Schwab 5-10 Year Corporate Bond ETF

223 hedge funds and large institutions have $1.02B invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 51

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

4% more capital invested

Capital invested by funds: $980M → $1.02B (+$40.3M)

0.18% less ownership

Funds ownership: 11.27%11.08% (-0.18%)

1% less funds holding

Funds holding: 226223 (-3)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $208K

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
40
Increased
100
Reduced
51
Closed
35
Calls
Puts
$208K
Net Calls
-$208K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
AlphaStar Capital Management
North Carolina
-$4.64M -203,747 Closed
FTUS
227
Flow Traders U.S.
New York
-$3.76M -165,144 Closed
GM
228
GeoWealth Management
Illinois
-$1.29M -56,795 Closed
HF
229
HRT Financial
New York
-$575K -25,288 Closed
Lido Advisors
230
Lido Advisors
California
-$414K -18,198 Closed
OMC
231
Old Mission Capital
Illinois
-$392K -17,236 Closed
GTAM
232
Global Trust Asset Management
Florida
-$353K -15,500 Closed
WS
233
Wedbush Securities
California
-$337K -14,804 Closed
KWM
234
Kingsview Wealth Management
Oregon
-$298K -13,084 Closed
CIA
235
Capital Investment Advisors
Georgia
-$277K -12,178 Closed
SAW
236
Signal Advisors Wealth
Michigan
-$262K -11,512 Closed
C1AG
237
Client 1st Advisory Group
Florida
-$250K -11,000 Closed
SFM
238
Signet Financial Management
New Jersey
-$234K -10,281 Closed
SAI
239
Savvy Advisors Inc
New York
-$228K -9,999 Closed
SB
240
Strategic Blueprint
Georgia
-$214K -9,412 Closed
CWA
241
Clearview Wealth Advisors
Oregon
-$214K -9,410 Closed
NP
242
NorthRock Partners
Minnesota
-$206K -9,047 Closed
DWM
243
Destination Wealth Management
California
-$204K -8,950 Closed
XT
244
XTX Topco
Cayman Islands
-$201K -8,847 Closed
EWA
245
EQ Wealth Advisors
Texas
-$177K -7,776 Closed
AAS
246
Ameritas Advisory Services
Nebraska
-$125K -5,479 Closed
SFC
247
SYM Financial Corp
Indiana
-$42.4K -1,862 Closed
BMM
248
Berkshire Money Management
Massachusetts
-$38.7K -1,699 Closed
SIC
249
Salem Investment Counselors
North Carolina
-$12.2K -538 Closed
CIAS
250
Capital Investment Advisory Services
North Carolina
-$8.48K -373 Closed