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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
FFM
101
Forum Financial Management
Illinois
$457K +$197K +8,610 +77%
WCM
102
WealthBridge Capital Management
Ohio
$456K
HSA
103
HBK Sorce Advisory
Pennsylvania
$421K +$200K +8,768 +93%
FA
104
FC Advisory
Pennsylvania
$408K +$822 +36 +0.2%
CIA
105
Concurrent Investment Advisors
Florida
$405K +$90.3K +3,954 +29%
WIM
106
WealthPlan Investment Management
Nebraska
$395K -$11.8K -516 -3%
Kovitz Investment Group Partners
107
Kovitz Investment Group Partners
Illinois
$386K -$260K -11,384 -41%
ACM
108
Absolute Capital Management
Pennsylvania
$362K +$358K +15,676 New
CAL
109
Capital Analysts LLC
Pennsylvania
$359K +$27.8K +1,217 +8%
IA
110
IFP Advisors
Florida
$348K +$95.1K +4,166 +38%
SWM
111
Selective Wealth Management
Virginia
$342K -$13.5K -592 -4%
JWCA
112
J.W. Cole Advisors
Florida
$332K -$114 -5 -0%
TWM
113
Tradition Wealth Management
Minnesota
$325K -$6.42K -281 -2%
MA
114
MONECO Advisors
Connecticut
$311K +$1.55K +68 +0.5%
PP
115
Patten & Patten
Tennessee
$309K -$799 -35 -0.3%
C
116
Certuity
Florida
$304K +$3.77K +165 +1%
AC
117
AlphaCore Capital
California
$302K +$280K +12,263 +1,527%
BA
118
Bristlecone Advisors
Washington
$299K +$3.7K +162 +1%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$298K -$25.8K -1,132 -8%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$290K -$21K -918 -7%
CD
121
Chapin Davis
Maryland
$287K +$284K +12,450 New
LGA
122
Lebenthal Global Advisors
New York
$285K -$169K -7,386 -37%
OGF
123
Orin Green Financial
California
$284K +$281K +12,299 New
PA
124
PFG Advisors
Arizona
$283K +$280K +12,281 New
LFA
125
LGT Financial Advisors
Texas
$280K +$277K +12,119 New