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Schwab 5-10 Year Corporate Bond ETF

210 hedge funds and large institutions have $912M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 29 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
39
Increased
82
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DFG
126
Delta Financial Group
New Jersey
$230K 10,296 +92 +0.9%
SPIA
127
Steward Partners Investment Advisory
New York
$227K 10,093 +10,093 New
LFG
128
Larson Financial Group
Missouri
$227K 10,090 -1,950 -16%
GFP
129
Guardian Financial Partners
California
$225K 10,028 -436 -4%
OAJ
130
Ogorek Anthony Joseph
New York
$225K 10,056 -7,134 -42%
SFS
131
Sowell Financial Services
Arkansas
$222K 9,892 -531 -5%
MBFW
132
Morton Brown Family Wealth
Pennsylvania
$222K 9,891 -5,745 -37%
CWA
133
Clearview Wealth Advisors
Oregon
$214K 9,506 -535 -5%
MSS
134
Mitchell Sinkler & Starr
Pennsylvania
$209K 9,290 -1,800 -16%
CIA
135
Capital Investment Advisors
Georgia
$208K 9,260 +9,260 New
EWA
136
EQ Wealth Advisors
Texas
$175K 7,776 -1,866 -19%
EWA
137
EP Wealth Advisors
California
$162K 7,207 +2,288 +47%
IA
138
IFP Advisors
Florida
$160K 7,127 +3,804 +114%
PS
139
Principal Securities
Iowa
$160K 7,240
ACA
140
Aptus Capital Advisors
Alabama
$159K 7,072 +540 +8%
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$155K 7,069 +6,213 +726%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$142K 6,309 +369 +6%
HR
143
Howe & Rusling
New York
$139K 6,208 +5,326 +604%
Wells Fargo
144
Wells Fargo
California
$134K 5,982 +195 +3%
NA
145
NewEdge Advisors
Louisiana
$133K 5,936 -32 -0.5%
GWM
146
Geneos Wealth Management
Colorado
$132K 5,858 +5,578 +1,992%
1IA
147
1620 Investment Advisors
Massachusetts
$107K 4,772
RWM
148
Rialto Wealth Management
New York
$103K 4,572
S
149
SignatureFD
Georgia
$102K 4,549
DJSG
150
D.J. St. Germain
Massachusetts
$99.5K 4,430 +4,430 New