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Schwab 5-10 Year Corporate Bond ETF

210 hedge funds and large institutions have $912M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
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

Top Sellers

1 -$12.3M
2 -$8.06M
3 -$4.67M
4
Ameriprise
Ameriprise
Minnesota
-$2.81M
5
WWM
WT Wealth Management
Arizona
-$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
76
GTS Securities
New York
$596K
BCWM
77
Bartlett & Co Wealth Management
Ohio
$588K
JF
78
Joule Financial
Kentucky
$569K
Citadel Advisors
79
Citadel Advisors
Florida
$568K
HIIFS
80
Harel Insurance Investments & Financial Services
Israel
$540K
DC
81
Davenport & Co
Virginia
$534K
P
82
&Partners
Tennessee
$531K
CKAIS
83
Christensen King & Associates Investment Services
Washington
$528K
Osaic Holdings
84
Osaic Holdings
Arizona
$527K
CPA
85
Capital Performance Advisors
California
$523K
OFS
86
OneAscent Financial Services
Alabama
$485K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$482K
SFA
88
Sequoia Financial Advisors
Ohio
$482K
AAS
89
Asset Allocation Strategies
Michigan
$476K
WS
90
Wedbush Securities
California
$471K
CWM
91
Congress Wealth Management
Massachusetts
$466K
VA
92
Valmark Advisers
Ohio
$455K
WCM
93
WealthBridge Capital Management
Ohio
$453K
CGFA
94
Colton Groome Financial Advisors
North Carolina
$452K
CCG
95
Ceeto Capital Group
Florida
$449K
CFD
96
Creative Financial Designs
Indiana
$434K
OMC
97
Old Mission Capital
Illinois
$426K
WIM
98
WealthPlan Investment Management
Nebraska
$400K
FA
99
FC Advisory
Pennsylvania
$396K
MSR
100
Main Street Research
Connecticut
$357K