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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
PI
126
PFG Investments
New York
$235K +$14.1K +632 +6%
DFG
127
Delta Financial Group
New Jersey
$230K +$2.05K +92 +0.9%
SPIA
128
Steward Partners Investment Advisory
New York
$227K +$224K +10,093 New
LFG
129
Larson Financial Group
Missouri
$227K -$43.4K -1,950 -16%
GFP
130
Guardian Financial Partners
California
$225K -$9.7K -436 -4%
OAJ
131
Ogorek Anthony Joseph
New York
$225K -$159K -7,134 -42%
SFS
132
Sowell Financial Services
Arkansas
$222K -$11.8K -531 -5%
MBFW
133
Morton Brown Family Wealth
Pennsylvania
$222K -$128K -5,745 -37%
CWA
134
Clearview Wealth Advisors
Oregon
$214K -$11.9K -535 -5%
MSS
135
Mitchell Sinkler & Starr
Pennsylvania
$209K -$40K -1,800 -16%
CIA
136
Capital Investment Advisors
Georgia
$208K +$206K +9,260 New
EWA
137
EQ Wealth Advisors
Texas
$175K -$41.5K -1,866 -19%
EWA
138
EP Wealth Advisors
California
$162K +$50.9K +2,288 +47%
IA
139
IFP Advisors
Florida
$160K +$84.6K +3,804 +114%
PS
140
Principal Securities
Iowa
$160K
ACA
141
Aptus Capital Advisors
Alabama
$159K +$12K +540 +8%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$155K +$138K +6,213 +726%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$142K +$8.21K +369 +6%
HR
144
Howe & Rusling
New York
$139K +$118K +5,326 +604%
Wells Fargo
145
Wells Fargo
California
$134K +$4.34K +195 +3%
NA
146
NewEdge Advisors
Louisiana
$133K -$712 -32 -0.5%
GWM
147
Geneos Wealth Management
Colorado
$132K +$124K +5,578 +1,992%
1IA
148
1620 Investment Advisors
Massachusetts
$107K
RWM
149
Rialto Wealth Management
New York
$103K
S
150
SignatureFD
Georgia
$102K