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Schwab 5-10 Year Corporate Bond ETF

210 hedge funds and large institutions have $912M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 29 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
39
Increased
82
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
51
Savant Capital
Illinois
$1.52M 67,767 -5,073 -7%
CW
52
CreativeOne Wealth
Kansas
$1.5M 66,571 +10,554 +19%
CFG
53
Certior Financial Group
Pennsylvania
$1.44M 63,910 +10,927 +21%
ACM
54
Advisors Capital Management
New Jersey
$1.4M 62,192 +2,277 +4%
GM
55
GeoWealth Management
Illinois
$1.33M 59,005 -1,027 -2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.28M 56,952 -358,655 -86%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.16M 51,702 +4,652 +10%
Goldman Sachs
58
Goldman Sachs
New York
$1.12M 49,945 +25,537 +105%
IIA
59
Integral Investment Advisors
California
$1.11M 49,245 +5,288 +12%
PFA
60
Pinnacle Family Advisors
Missouri
$1.08M 48,108 +2,957 +7%
WA
61
Waverly Advisors
Alabama
$1.04M 46,224 +6,702 +17%
Morgan Stanley
62
Morgan Stanley
New York
$914K 40,689 -407 -1%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$880K 39,159 +8,566 +28%
BCI
64
Brinker Capital Investments
Pennsylvania
$873K 38,850 +4,927 +15%
OPS
65
Orion Portfolio Solutions
Nebraska
$873K 38,850 +4,927 +15%
HF
66
HRT Financial
New York
$863K 38,428 +38,428 New
PCWA
67
Pacific Capital Wealth Advisors
California
$817K 36,388 +3 +0%
BWA
68
Bestgate Wealth Advisors
Maryland
$790K 35,158 +35,158 New
ANBT
69
American National Bank & Trust
Texas
$784K 34,925 +4,167 +14%
TW
70
Transform Wealth
Colorado
$751K 33,420 -27,423 -45%
CWM
71
CIBC World Markets
New York
$729K 32,456 -113 -0.3%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$721K 32,081 +1,918 +6%
FA
73
Flagstar Advisors
New York
$716K 31,884 +207 +0.7%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$707K 31,500
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$677K 30,132 -40 -0.1%