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Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $970M 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, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
76
Reduced
67
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
76
Kovitz Investment Group Partners
Illinois
$639K +$639K +28,089 New
HIIFS
77
Harel Insurance Investments & Financial Services
Israel
$629K +$82.1K +3,607 +15%
Citigroup
78
Citigroup
New York
$601K +$350K +15,385 +140%
FA
79
Flagstar Advisors
New York
$595K -$131K -5,758 -18%
MSR
80
Main Street Research
Connecticut
$592K +$230K +10,105 +64%
JF
81
Joule Financial
Kentucky
$576K
HF
82
HRT Financial
New York
$575K -$299K -13,140 -34%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$574K -$317K -13,947 -36%
Osaic Holdings
84
Osaic Holdings
Arizona
$565K +$43.8K +1,971 +8%
CFD
85
Creative Financial Designs
Indiana
$561K +$121K +5,335 +28%
PCWA
86
Pacific Capital Wealth Advisors
California
$559K -$262K -11,627 -32%
CKAIS
87
Christensen King & Associates Investment Services
Washington
$552K +$15.2K +667 +3%
PWM
88
Prosperity Wealth Management
California
$524K +$524K +23,020 New
DC
89
Davenport & Co
Virginia
$518K -$23.2K -1,020 -4%
P
90
&Partners
Tennessee
$517K +$7.37K +324 +1%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$503K +$14.1K +619 +3%
LFG
92
Larson Financial Group
Missouri
$475K +$245K +10,776 +107%
CWM
93
Congress Wealth Management
Massachusetts
$475K +$1.05K +46 +0.2%
AAS
94
Asset Allocation Strategies
Michigan
$470K -$12.6K -554 -3%
VA
95
Valmark Advisers
Ohio
$461K
CCG
96
Ceeto Capital Group
Florida
$455K
WCM
97
WealthBridge Capital Management
Ohio
$450K -$9.42K -414 -2%
LGA
98
Lebenthal Global Advisors
New York
$449K +$449K +19,742 New
MCC
99
Money Concepts Capital
Florida
$445K +$156K +6,871 +54%
BCM
100
Brookstone Capital Management
Illinois
$434K +$434K +19,085 New