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Schwab 5-10 Year Corporate Bond ETF

216 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 39 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

3% less funds holding

Funds holding: 223216 (-7)

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
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$208K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
226
Wedbush Securities
California
KWM
227
Kingsview Wealth Management
Oregon
CIA
228
Capital Investment Advisors
Georgia
SAW
229
Signal Advisors Wealth
Michigan
C1AG
230
Client 1st Advisory Group
Florida
SFM
231
Signet Financial Management
New Jersey
SAI
232
Savvy Advisors Inc
New York
SB
233
Strategic Blueprint
Georgia
CWA
234
Clearview Wealth Advisors
Oregon
NP
235
NorthRock Partners
Minnesota
DWM
236
Destination Wealth Management
California
XT
237
XTX Topco
Cayman Islands
EWA
238
EQ Wealth Advisors
Texas
AAS
239
Ameritas Advisory Services
Nebraska
SFC
240
SYM Financial Corp
Indiana
BMM
241
Berkshire Money Management
Massachusetts
SIC
242
Salem Investment Counselors
North Carolina
CIAS
243
Capital Investment Advisory Services
North Carolina
US Bancorp
244
US Bancorp
Minnesota
TIM
245
Total Investment Management
Arizona
SS
246
Sunbelt Securities
Texas
PA
247
Parallel Advisors
California
WWM
248
Wolff Wiese Magana
California
BBHC
249
Brown Brothers Harriman & Co
New York
MJRIC
250
Mogy Joel R Investment Counsel
California