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Schwab 5-10 Year Corporate Bond ETF

213 hedge funds and large institutions have $914M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.29% less ownership

Funds ownership: 11.68%11.39% (-0.29%)

42% less capital invested

Capital invested by funds: $1.57B → $914M (-$654M)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
39
Increased
83
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.68M +$261K +11,739 +6%
SFA
27
Semmax Financial Advisors
North Carolina
$3.93M +$164K +7,356 +4%
SF
28
Seek First
California
$3.74M +$3.7M +166,482 New
ACM
29
Andina Capital Management
Utah
$3.49M -$33K -1,486 -0.9%
IA
30
Integrity Alliance
Iowa
$3.48M +$1.39M +62,583 +68%
MA
31
Mutual Advisors
Nebraska
$3.41M +$621K +27,931 +22%
DF
32
DecisionPoint Financial
Arizona
$3.28M +$235K +10,587 +8%
VST
33
Van Strum & Towne
California
$3.21M +$168K +7,573 +6%
AI
34
Atria Investments
North Carolina
$2.93M -$15K -676 -0.5%
MAS
35
Madden Advisory Services
Florida
$2.87M +$756K +34,022 +36%
BBWP
36
Beacon Bridge Wealth Partners
Pennsylvania
$2.86M +$27.4K +1,232 +1%
SFM
37
Signet Financial Management
New Jersey
$2.84M -$315K -14,146 -10%
BONH
38
Bank of New Hampshire
New Hampshire
$2.69M +$392K +17,619 +17%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.68M +$259K +11,643 +11%
William Blair & Company
40
William Blair & Company
Illinois
$2.39M +$1.45M +65,279 +160%
EL
41
Essex LLC
Illinois
$2.35M -$68.5K -3,080 -3%
CNBTD
42
Citizens National Bank Trust Department
Mississippi
$2.17M +$48.9K +2,199 +2%
AssetMark Inc
43
AssetMark Inc
California
$2.15M +$739K +33,213 +53%
SA
44
Sanctuary Advisors
Indiana
$1.93M +$189K +8,495 +11%
SWM
45
Sculati Wealth Management
Michigan
$1.88M +$1.37M +61,611 +277%
CA
46
CoreCap Advisors
Michigan
$1.86M -$1.81M -81,588 -50%
PC
47
Prairiewood Capital
North Dakota
$1.78M +$222K +9,965 +14%
Comerica Bank
48
Comerica Bank
Texas
$1.65M +$62.9K +2,831 +4%
CCAM
49
Cascades Capital Asset Management
North Carolina
$1.64M +$78.3K +3,521 +5%
AWM
50
Avior Wealth Management
Nebraska
$1.64M +$4.18K +188 +0.3%