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Schwab 5-10 Year Corporate Bond ETF

225 hedge funds and large institutions have $980M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
126
Bristlecone Advisors
Washington
$291K
AAS
127
Avantax Advisory Services
Texas
$291K
CIA
128
Capital Investment Advisors
Georgia
$277K
MSS
129
Mitchell Sinkler & Starr
Pennsylvania
$268K
SAW
130
Signal Advisors Wealth
Michigan
$262K
FFM
131
Forum Financial Management
Illinois
$255K
C1AG
132
Client 1st Advisory Group
Florida
$250K
IA
133
IFP Advisors
Florida
$248K
GFP
134
Guardian Financial Partners
California
$240K
PI
135
PFG Investments
New York
$238K
SFM
136
Signet Financial Management
New Jersey
$234K
NA
137
NewEdge Advisors
Louisiana
$229K
MBFW
138
Morton Brown Family Wealth
Pennsylvania
$228K
SAI
139
Savvy Advisors Inc
New York
$228K
CF
140
Copperwynd Financial
Arizona
$227K
SB
141
Strategic Blueprint
Georgia
$214K
CWA
142
Clearview Wealth Advisors
Oregon
$214K
HSA
143
HBK Sorce Advisory
Pennsylvania
$214K
PGFC
144
Peapack-Gladstone Financial Corp
New Jersey
$212K
SFS
145
Sowell Financial Services
Arkansas
$207K
NP
146
NorthRock Partners
Minnesota
$206K
DWM
147
Destination Wealth Management
California
$204K
XT
148
XTX Topco
Cayman Islands
$201K
KA
149
Kovack Advisors
Florida
$201K
OAJ
150
Ogorek Anthony Joseph
New York
$187K