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Schwab 5-10 Year Corporate Bond ETF

220 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, 98 increasing their positions, 52 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:

2% less funds holding

Funds holding: 225220 (-5)

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
220
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
HF
226
HRT Financial
New York
Lido Advisors
227
Lido Advisors
California
OMC
228
Old Mission Capital
Illinois
GTAM
229
Global Trust Asset Management
Florida
WS
230
Wedbush Securities
California
KWM
231
Kingsview Wealth Management
Oregon
CIA
232
Capital Investment Advisors
Georgia
SAW
233
Signal Advisors Wealth
Michigan
C1AG
234
Client 1st Advisory Group
Florida
SFM
235
Signet Financial Management
New Jersey
SAI
236
Savvy Advisors Inc
New York
SB
237
Strategic Blueprint
Georgia
CWA
238
Clearview Wealth Advisors
Oregon
NP
239
NorthRock Partners
Minnesota
DWM
240
Destination Wealth Management
California
XT
241
XTX Topco
Cayman Islands
EWA
242
EQ Wealth Advisors
Texas
AAS
243
Ameritas Advisory Services
Nebraska
SFC
244
SYM Financial Corp
Indiana
BMM
245
Berkshire Money Management
Massachusetts
SIC
246
Salem Investment Counselors
North Carolina
CIAS
247
Capital Investment Advisory Services
North Carolina
US Bancorp
248
US Bancorp
Minnesota
TIM
249
Total Investment Management
Arizona
SS
250
Sunbelt Securities
Texas