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Schwab 5-10 Year Corporate Bond ETF

216 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 39 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

3% less funds holding

Funds holding: 223216 (-7)

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
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$208K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$421K
FA
102
FC Advisory
Pennsylvania
$408K
CIA
103
Concurrent Investment Advisors
Florida
$405K
WIM
104
WealthPlan Investment Management
Nebraska
$395K
Kovitz Investment Group Partners
105
Kovitz Investment Group Partners
Illinois
$386K
ACM
106
Absolute Capital Management
Pennsylvania
$362K
CAL
107
Capital Analysts LLC
Pennsylvania
$359K
SWM
108
Selective Wealth Management
Virginia
$342K
JWCA
109
J.W. Cole Advisors
Florida
$332K
TWM
110
Tradition Wealth Management
Minnesota
$325K
MA
111
MONECO Advisors
Connecticut
$311K
PP
112
Patten & Patten
Tennessee
$309K
C
113
Certuity
Florida
$304K
AC
114
AlphaCore Capital
California
$302K
BA
115
Bristlecone Advisors
Washington
$299K
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$298K
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$290K
CD
118
Chapin Davis
Maryland
$287K
LGA
119
Lebenthal Global Advisors
New York
$285K
OGF
120
Orin Green Financial
California
$284K
PA
121
PFG Advisors
Arizona
$283K
LFA
122
LGT Financial Advisors
Texas
$280K
PTB
123
Pioneer Trust Bank
Oregon
$274K
MSS
124
Mitchell Sinkler & Starr
Pennsylvania
$272K
NA
125
NewEdge Advisors
Louisiana
$261K