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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
MSR
101
Main Street Research
Connecticut
$357K -$10.9K -492 -3%
SWM
102
Selective Wealth Management
Virginia
$337K -$3.74K -168 -1%
Corient Private Wealth
103
Corient Private Wealth
Florida
$335K +$21.3K +956 +7%
TWM
104
Tradition Wealth Management
Minnesota
$334K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$332K +$53.3K +2,397 +19%
FTUS
106
Flow Traders U.S.
New York
$325K +$322K +14,489 New
CAL
107
Capital Analysts LLC
Pennsylvania
$321K -$800 -36 -0.3%
PWM
108
Perigon Wealth Management
California
$319K -$27K -1,214 -8%
HI
109
Harbour Investments
Wisconsin
$310K -$5K -225 -2%
PP
110
Patten & Patten
Tennessee
$302K +$38.6K +1,735 +15%
MA
111
MONECO Advisors
Connecticut
$299K +$867 +39 +0.3%
C
112
Certuity
Florida
$289K +$286K +12,859 New
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$288K +$285K +12,817 New
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$286K +$57.4K +2,582 +25%
MCC
115
Money Concepts Capital
Florida
$285K +$282K +12,700 New
BA
116
Bristlecone Advisors
Washington
$284K -$6.8K -306 -2%
Fisher Asset Management
117
Fisher Asset Management
Washington
$283K +$280K +12,595 New
PA
118
PFG Advisors
Arizona
$280K -$16.3K -732 -6%
C1AG
119
Client 1st Advisory Group
Florida
$268K -$22.8K -1,026 -8%
AAS
120
Avantax Advisory Services
Texas
$257K +$254K +11,428 New
FFM
121
Forum Financial Management
Illinois
$252K +$249K +11,211 New
PCIA
122
Prime Capital Investment Advisors
Kansas
$250K +$247K +11,111 New
Citigroup
123
Citigroup
New York
$247K +$42K +1,891 +21%
KWM
124
Kingsview Wealth Management
Oregon
$246K +$243K +10,949 New
MML Investors Services
125
MML Investors Services
Massachusetts
$243K -$14.1K -635 -6%