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Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $970M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
76
Reduced
67
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$416K +$80K +3,516 +24%
Lido Advisors
102
Lido Advisors
California
$414K +$414K +18,198 New
FA
103
FC Advisory
Pennsylvania
$402K +$819 +36 +0.2%
WIM
104
WealthPlan Investment Management
Nebraska
$402K -$4.03K -177 -1%
OMC
105
Old Mission Capital
Illinois
$392K -$39.7K -1,746 -9%
HR
106
Howe & Rusling
New York
$390K +$248K +10,917 +176%
GS
107
GTS Securities
New York
$377K -$227K -9,976 -38%
SFA
108
Sequoia Financial Advisors
Ohio
$358K -$130K -5,730 -27%
GTAM
109
Global Trust Asset Management
Florida
$353K +$353K +15,500 New
SWM
110
Selective Wealth Management
Virginia
$349K +$497 +22 +0.1%
WS
111
Wedbush Securities
California
$337K -$140K -6,153 -29%
JWCA
112
J.W. Cole Advisors
Florida
$328K +$328K +14,391 New
TWM
113
Tradition Wealth Management
Minnesota
$327K -$11.1K -488 -3%
CAL
114
Capital Analysts LLC
Pennsylvania
$326K +$660 +29 +0.2%
PWM
115
Perigon Wealth Management
California
$325K +$2.28K +100 +0.7%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$318K +$28.1K +1,240 +10%
CIA
117
Concurrent Investment Advisors
Florida
$309K +$309K +13,596 New
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$307K +$15.2K +667 +5%
PP
119
Patten & Patten
Tennessee
$306K
MA
120
MONECO Advisors
Connecticut
$305K +$1.53K +67 +0.5%
MML Investors Services
121
MML Investors Services
Massachusetts
$299K +$52.8K +2,316 +21%
KWM
122
Kingsview Wealth Management
Oregon
$298K +$48.6K +2,135 +19%
C
123
Certuity
Florida
$296K +$3.73K +164 +1%
BA
124
Bristlecone Advisors
Washington
$291K +$3.66K +161 +1%
AAS
125
Avantax Advisory Services
Texas
$291K +$31K +1,360 +12%