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Schwab 5-10 Year Corporate Bond ETF

216 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, 96 increasing their positions, 51 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:

3% less funds holding

Funds holding: 223216 (-7)

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
216
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
SFA
76
Sequoia Financial Advisors
Ohio
$663K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$661K
AWE
78
Avidian Wealth Enterprises
Texas
$655K
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$652K
FA
80
Flagstar Advisors
New York
$649K
Citigroup
81
Citigroup
New York
$643K
EWM
82
Empirical Wealth Management
Washington
$618K
KAS
83
Kestra Advisory Services
Texas
$615K
HIIFS
84
Harel Insurance Investments & Financial Services
Israel
$611K
Corient Private Wealth
85
Corient Private Wealth
Florida
$599K
JF
86
Joule Financial
Kentucky
$585K
PCWA
87
Pacific Capital Wealth Advisors
California
$565K
CKAIS
88
Christensen King & Associates Investment Services
Washington
$564K
MCC
89
Money Concepts Capital
Florida
$549K
PWM
90
Prosperity Wealth Management
California
$528K
WA
91
Waverly Advisors
Alabama
$514K
P
92
&Partners
Tennessee
$503K
BCM
93
Brookstone Capital Management
Illinois
$500K
DC
94
Davenport & Co
Virginia
$499K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$495K
AAS
96
Asset Allocation Strategies
Michigan
$480K
VA
97
Valmark Advisers
Ohio
$468K
CCG
98
Ceeto Capital Group
Florida
$462K
FFM
99
Forum Financial Management
Illinois
$457K
WCM
100
WealthBridge Capital Management
Ohio
$456K