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Schwab 5-10 Year Corporate Bond ETF

223 hedge funds and large institutions have $978M 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, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
76
Kovitz Investment Group Partners
Illinois
$639K
HIIFS
77
Harel Insurance Investments & Financial Services
Israel
$629K
Citigroup
78
Citigroup
New York
$601K
FA
79
Flagstar Advisors
New York
$595K
MSR
80
Main Street Research
Connecticut
$592K
JF
81
Joule Financial
Kentucky
$576K
HF
82
HRT Financial
New York
$575K
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$574K
Osaic Holdings
84
Osaic Holdings
Arizona
$565K
CFD
85
Creative Financial Designs
Indiana
$561K
PCWA
86
Pacific Capital Wealth Advisors
California
$559K
CKAIS
87
Christensen King & Associates Investment Services
Washington
$552K
PWM
88
Prosperity Wealth Management
California
$524K
DC
89
Davenport & Co
Virginia
$518K
P
90
&Partners
Tennessee
$517K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$503K
LFG
92
Larson Financial Group
Missouri
$475K
CWM
93
Congress Wealth Management
Massachusetts
$475K
AAS
94
Asset Allocation Strategies
Michigan
$470K
VA
95
Valmark Advisers
Ohio
$461K
CCG
96
Ceeto Capital Group
Florida
$455K
WCM
97
WealthBridge Capital Management
Ohio
$450K
LGA
98
Lebenthal Global Advisors
New York
$449K
MCC
99
Money Concepts Capital
Florida
$445K
BCM
100
Brookstone Capital Management
Illinois
$434K