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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
BCM
101
Brookstone Capital Management
Illinois
$434K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$416K
Lido Advisors
103
Lido Advisors
California
$414K
FA
104
FC Advisory
Pennsylvania
$402K
WIM
105
WealthPlan Investment Management
Nebraska
$402K
OMC
106
Old Mission Capital
Illinois
$392K
HR
107
Howe & Rusling
New York
$390K
GS
108
GTS Securities
New York
$377K
Corient Private Wealth
109
Corient Private Wealth
Florida
$367K
SFA
110
Sequoia Financial Advisors
Ohio
$358K
GTAM
111
Global Trust Asset Management
Florida
$353K
SWM
112
Selective Wealth Management
Virginia
$349K
WS
113
Wedbush Securities
California
$337K
JWCA
114
J.W. Cole Advisors
Florida
$328K
TWM
115
Tradition Wealth Management
Minnesota
$327K
CAL
116
Capital Analysts LLC
Pennsylvania
$326K
PWM
117
Perigon Wealth Management
California
$325K
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$318K
CIA
119
Concurrent Investment Advisors
Florida
$309K
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$307K
PP
121
Patten & Patten
Tennessee
$306K
MA
122
MONECO Advisors
Connecticut
$305K
MML Investors Services
123
MML Investors Services
Massachusetts
$299K
KWM
124
Kingsview Wealth Management
Oregon
$298K
C
125
Certuity
Florida
$296K