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Schwab 5-10 Year Corporate Bond ETF

220 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 39 funds opening new positions, 98 increasing their positions, 52 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

2% less funds holding

Funds holding: 225220 (-5)

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
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$208K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$1.71M
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.66M
Citadel Advisors
53
Citadel Advisors
Florida
$1.64M
CFG
54
Certior Financial Group
Pennsylvania
$1.6M
Comerica Bank
55
Comerica Bank
Texas
$1.6M
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1.5M
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.46M
ACM
58
Advisors Capital Management
New Jersey
$1.42M
SC
59
Savant Capital
Illinois
$1.36M
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$1.33M
ANBT
61
American National Bank & Trust
Texas
$1.31M
CA
62
CoreCap Advisors
Michigan
$1.26M
IIA
63
Integral Investment Advisors
California
$1.25M
CW
64
CreativeOne Wealth
Kansas
$1.23M
PFA
65
Pinnacle Family Advisors
Missouri
$1.21M
CBU
66
CIBC Bancorp USA
Illinois
$1.15M
CCAM
67
Cascades Capital Asset Management
North Carolina
$1.11M
Morgan Stanley
68
Morgan Stanley
New York
$1.08M
AI
69
Atria Investments
North Carolina
$1.07M
SWM
70
Sculati Wealth Management
Michigan
$993K
BCI
71
Brinker Capital Investments
Pennsylvania
$958K
BWA
72
Bestgate Wealth Advisors
Maryland
$858K
MHR
73
Matthew Hamilton Rosenberg
$806K
MSR
74
Main Street Research
Connecticut
$790K
CIBC World Market
75
CIBC World Market
Ontario, Canada
$727K