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Schwab 5-10 Year Corporate Bond ETF

213 hedge funds and large institutions have $914M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.29% less ownership

Funds ownership: 11.68%11.39% (-0.29%)

42% less capital invested

Capital invested by funds: $1.57B → $914M (-$654M)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
39
Increased
83
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$677K -$889 -40 -0.1%
GS
77
GTS Securities
New York
$596K +$590K +26,545 New
BCWM
78
Bartlett & Co Wealth Management
Ohio
$588K +$582K +26,197 New
JF
79
Joule Financial
Kentucky
$569K -$5.71K -257 -1%
Citadel Advisors
80
Citadel Advisors
Florida
$568K +$71.9K +3,235 +15%
HIIFS
81
Harel Insurance Investments & Financial Services
Israel
$540K +$534K +24,031 New
DC
82
Davenport & Co
Virginia
$534K -$9.83K -442 -2%
P
83
&Partners
Tennessee
$531K +$49.3K +2,215 +11%
CKAIS
84
Christensen King & Associates Investment Services
Washington
$528K +$1.96K +88 +0.4%
Osaic Holdings
85
Osaic Holdings
Arizona
$527K -$78.9K -3,547 -13%
CPA
86
Capital Performance Advisors
California
$523K +$518K +23,280 New
OFS
87
OneAscent Financial Services
Alabama
$485K +$18.4K +828 +4%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$482K +$286K +12,847 +149%
SFA
89
Sequoia Financial Advisors
Ohio
$482K +$93.6K +4,210 +24%
AAS
90
Asset Allocation Strategies
Michigan
$476K +$18.1K +815 +4%
WS
91
Wedbush Securities
California
$471K -$49.5K -2,224 -10%
CWM
92
Congress Wealth Management
Massachusetts
$466K +$463K +20,813 New
VA
93
Valmark Advisers
Ohio
$455K
WCM
94
WealthBridge Capital Management
Ohio
$453K +$24.1K +1,086 +6%
CGFA
95
Colton Groome Financial Advisors
North Carolina
$452K +$447K +20,121 New
CCG
96
Ceeto Capital Group
Florida
$449K
CFD
97
Creative Financial Designs
Indiana
$434K +$92.5K +4,159 +27%
OMC
98
Old Mission Capital
Illinois
$426K +$422K +18,982 New
WIM
99
WealthPlan Investment Management
Nebraska
$400K -$25.8K -1,159 -6%
FA
100
FC Advisory
Pennsylvania
$396K +$556 +25 +0.1%