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Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $970M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
76
Reduced
67
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$1.59M -$77.4K -3,400 -5%
IA
52
Integrity Alliance
Iowa
$1.57M -$1.96M -86,135 -56%
CFG
53
Certior Financial Group
Pennsylvania
$1.52M +$66.2K +2,909 +5%
CW
54
CreativeOne Wealth
Kansas
$1.43M -$89.6K -3,935 -6%
ACM
55
Advisors Capital Management
New Jersey
$1.41M -$2.62K -115 -0.2%
SC
56
Savant Capital
Illinois
$1.4M -$147K -6,464 -10%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.36M +$186K +8,172 +16%
GM
58
GeoWealth Management
Illinois
$1.29M -$50.3K -2,210 -4%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$1.22M -$69.4K -3,070 -5%
ANBT
60
American National Bank & Trust
Texas
$1.19M +$397K +17,447 +50%
SWM
61
Sculati Wealth Management
Michigan
$1.14M -$764K -33,558 -40%
Citadel Advisors
62
Citadel Advisors
Florida
$1.13M +$557K +24,464 +97%
IIA
63
Integral Investment Advisors
California
$1.12M -$1.96K -86 -0.2%
PFA
64
Pinnacle Family Advisors
Missouri
$1.11M +$18.3K +803 +2%
CWM
65
CIBC World Markets
New York
$1.11M +$370K +16,247 +50%
Renaissance Technologies
66
Renaissance Technologies
New York
$1.04M +$1.04M +45,800 New
BCI
67
Brinker Capital Investments
Pennsylvania
$877K -$6.74K -296 -0.8%
WA
68
Waverly Advisors
Alabama
$869K -$183K -8,024 -17%
Corient Private Wealth
69
Corient Private Wealth
Florida
$865K +$525K +23,078 +155%
Morgan Stanley
70
Morgan Stanley
New York
$846K -$80.1K -3,518 -9%
MHR
71
Matthew Hamilton Rosenberg
$795K +$701K +30,778 +745%
BWA
72
Bestgate Wealth Advisors
Maryland
$790K
CIBC World Market
73
CIBC World Market
Ontario, Canada
$717K
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$711K -$18.8K -825 -3%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$685K -$569 -25 -0.1%