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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
Creative Planning
51
Creative Planning
Kansas
$1.61M +$422K +18,993 +36%
SC
52
Savant Capital
Illinois
$1.52M -$113K -5,073 -7%
CW
53
CreativeOne Wealth
Kansas
$1.5M +$235K +10,554 +19%
CFG
54
Certior Financial Group
Pennsylvania
$1.44M +$243K +10,927 +21%
ACM
55
Advisors Capital Management
New Jersey
$1.4M +$50.6K +2,277 +4%
GM
56
GeoWealth Management
Illinois
$1.33M -$22.8K -1,027 -2%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.28M -$7.97M -358,655 -86%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.16M +$103K +4,652 +10%
Goldman Sachs
59
Goldman Sachs
New York
$1.12M +$568K +25,537 +105%
IIA
60
Integral Investment Advisors
California
$1.11M +$118K +5,288 +12%
PFA
61
Pinnacle Family Advisors
Missouri
$1.08M +$65.8K +2,957 +7%
WA
62
Waverly Advisors
Alabama
$1.04M +$149K +6,702 +17%
Morgan Stanley
63
Morgan Stanley
New York
$914K -$9.05K -407 -1%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$880K +$190K +8,566 +28%
BCI
65
Brinker Capital Investments
Pennsylvania
$873K +$110K +4,927 +15%
OPS
66
Orion Portfolio Solutions
Nebraska
$873K +$110K +4,927 +15%
HF
67
HRT Financial
New York
$863K +$854K +38,428 New
PCWA
68
Pacific Capital Wealth Advisors
California
$817K +$67 +3 +0%
BWA
69
Bestgate Wealth Advisors
Maryland
$790K +$782K +35,158 New
ANBT
70
American National Bank & Trust
Texas
$784K +$92.7K +4,167 +14%
TW
71
Transform Wealth
Colorado
$751K -$610K -27,423 -45%
CWM
72
CIBC World Markets
New York
$729K -$2.51K -113 -0.3%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$721K +$42.6K +1,918 +6%
FA
74
Flagstar Advisors
New York
$716K +$4.6K +207 +0.7%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$707K