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Schwab 5-10 Year Corporate Bond ETF

225 hedge funds and large institutions have $980M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$711K
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$685K
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$639K
HIIFS
79
Harel Insurance Investments & Financial Services
Israel
$629K
Citigroup
80
Citigroup
New York
$601K
FA
81
Flagstar Advisors
New York
$595K
MSR
82
Main Street Research
Connecticut
$592K
JF
83
Joule Financial
Kentucky
$576K
HF
84
HRT Financial
New York
$575K
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$574K
CFD
86
Creative Financial Designs
Indiana
$561K
PCWA
87
Pacific Capital Wealth Advisors
California
$559K
CKAIS
88
Christensen King & Associates Investment Services
Washington
$552K
PWM
89
Prosperity Wealth Management
California
$524K
DC
90
Davenport & Co
Virginia
$518K
P
91
&Partners
Tennessee
$517K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$503K
LFG
93
Larson Financial Group
Missouri
$475K
CWM
94
Congress Wealth Management
Massachusetts
$475K
AAS
95
Asset Allocation Strategies
Michigan
$470K
VA
96
Valmark Advisers
Ohio
$461K
CCG
97
Ceeto Capital Group
Florida
$455K
WCM
98
WealthBridge Capital Management
Ohio
$450K
LGA
99
Lebenthal Global Advisors
New York
$449K
MCC
100
Money Concepts Capital
Florida
$445K