SCHI icon

Schwab 5-10 Year Corporate Bond ETF

222 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

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:

1% less funds holding

Funds holding: 225222 (-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
222
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
FFM
101
Forum Financial Management
Illinois
$457K
WCM
102
WealthBridge Capital Management
Ohio
$456K
HSA
103
HBK Sorce Advisory
Pennsylvania
$421K
FA
104
FC Advisory
Pennsylvania
$408K
CIA
105
Concurrent Investment Advisors
Florida
$405K
WIM
106
WealthPlan Investment Management
Nebraska
$395K
Kovitz Investment Group Partners
107
Kovitz Investment Group Partners
Illinois
$386K
ACM
108
Absolute Capital Management
Pennsylvania
$362K
CAL
109
Capital Analysts LLC
Pennsylvania
$359K
IA
110
IFP Advisors
Florida
$348K
SWM
111
Selective Wealth Management
Virginia
$342K
JWCA
112
J.W. Cole Advisors
Florida
$332K
TWM
113
Tradition Wealth Management
Minnesota
$325K
MA
114
MONECO Advisors
Connecticut
$311K
PP
115
Patten & Patten
Tennessee
$309K
C
116
Certuity
Florida
$304K
AC
117
AlphaCore Capital
California
$302K
BA
118
Bristlecone Advisors
Washington
$299K
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$298K
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$290K
CD
121
Chapin Davis
Maryland
$287K
LGA
122
Lebenthal Global Advisors
New York
$285K
OGF
123
Orin Green Financial
California
$284K
PA
124
PFG Advisors
Arizona
$283K
LFA
125
LGT Financial Advisors
Texas
$280K