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Schwab 5-10 Year Corporate Bond ETF

223 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 40 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 51

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

4% more capital invested

Capital invested by funds: $980M → $1.02B (+$40.3M)

0.18% less ownership

Funds ownership: 11.27%11.08% (-0.18%)

1% less funds holding

Funds holding: 226223 (-3)

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
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
40
Increased
100
Reduced
51
Closed
35
Calls
Puts
$208K
Net Calls
-$208K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.78M +$871K +38,169 +97%
AWM
52
Avior Wealth Management
Nebraska
$1.71M +$9.2K +403 +0.5%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.66M +$1.06M +46,522 +185%
Citadel Advisors
54
Citadel Advisors
Florida
$1.64M +$486K +21,268 +43%
CFG
55
Certior Financial Group
Pennsylvania
$1.6M +$60.4K +2,646 +4%
Comerica Bank
56
Comerica Bank
Texas
$1.6M -$15.5K -681 -1%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$1.5M +$976K +42,764 +194%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$217K +9,526 +18%
ACM
59
Advisors Capital Management
New Jersey
$1.42M -$8.29K -363 -0.6%
SC
60
Savant Capital
Illinois
$1.36M -$54.2K -2,372 -4%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.33M -$54.5K -2,389 -4%
ANBT
62
American National Bank & Trust
Texas
$1.31M +$96.6K +4,233 +8%
CA
63
CoreCap Advisors
Michigan
$1.26M -$809K -35,435 -39%
IIA
64
Integral Investment Advisors
California
$1.25M +$109K +4,790 +10%
CW
65
CreativeOne Wealth
Kansas
$1.23M -$208K -9,132 -15%
PFA
66
Pinnacle Family Advisors
Missouri
$1.21M +$80.2K +3,514 +7%
CBU
67
CIBC Bancorp USA
Illinois
$1.15M +$1.14M +50,011 New
CCAM
68
Cascades Capital Asset Management
North Carolina
$1.11M +$1.1M +48,050 New
Morgan Stanley
69
Morgan Stanley
New York
$1.08M +$220K +9,646 +26%
AI
70
Atria Investments
North Carolina
$1.07M -$1.48M -64,848 -58%
SWM
71
Sculati Wealth Management
Michigan
$993K -$165K -7,229 -14%
BCI
72
Brinker Capital Investments
Pennsylvania
$958K +$67.1K +2,940 +8%
BWA
73
Bestgate Wealth Advisors
Maryland
$858K +$45.6K +1,999 +6%
MHR
74
Matthew Hamilton Rosenberg
$806K +$548 +24 +0.1%
MSR
75
Main Street Research
Connecticut
$790K +$188K +8,232 +32%