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Schwab 5-10 Year Corporate Bond ETF

223 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 40 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 51

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

4% more capital invested

Capital invested by funds: $980M → $1.02B (+$40.3M)

0.18% less ownership

Funds ownership: 11.27%11.08% (-0.18%)

1% less funds holding

Funds holding: 226223 (-3)

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
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
40
Increased
100
Reduced
51
Closed
35
Calls
Puts
$208K
Net Calls
-$208K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
76
CIBC World Market
Ontario, Canada
$727K
CFD
77
Creative Financial Designs
Indiana
$715K +$145K +6,337 +26%
SFA
78
Sequoia Financial Advisors
Ohio
$663K +$297K +13,003 +83%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$661K -$59.6K -2,612 -8%
AWE
80
Avidian Wealth Enterprises
Texas
$655K +$648K +28,394 New
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$652K -$42K -1,841 -6%
FA
82
Flagstar Advisors
New York
$649K +$45.3K +1,986 +8%
Citigroup
83
Citigroup
New York
$643K +$33K +1,446 +5%
EWM
84
Empirical Wealth Management
Washington
$618K +$611K +26,784 New
KAS
85
Kestra Advisory Services
Texas
$615K +$608K +26,650 New
HIIFS
86
Harel Insurance Investments & Financial Services
Israel
$611K -$26.8K -1,172 -4%
Corient Private Wealth
87
Corient Private Wealth
Florida
$599K +$225K +9,853 +61%
JF
88
Joule Financial
Kentucky
$585K
PCWA
89
Pacific Capital Wealth Advisors
California
$565K -$6.19K -271 -1%
CKAIS
90
Christensen King & Associates Investment Services
Washington
$564K +$4.11K +180 +0.7%
MCC
91
Money Concepts Capital
Florida
$549K +$96K +4,203 +21%
PWM
92
Prosperity Wealth Management
California
$528K -$3.47K -152 -0.7%
WA
93
Waverly Advisors
Alabama
$514K -$363K -15,912 -42%
P
94
&Partners
Tennessee
$503K -$21.4K -937 -4%
BCM
95
Brookstone Capital Management
Illinois
$500K +$58.5K +2,563 +13%
DC
96
Davenport & Co
Virginia
$499K -$26.5K -1,159 -5%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$495K +$72.6K +3,179 +17%
AAS
98
Asset Allocation Strategies
Michigan
$480K +$3.7K +162 +0.8%
VA
99
Valmark Advisers
Ohio
$468K
CCG
100
Ceeto Capital Group
Florida
$462K