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Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $970M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
76
Reduced
67
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
126
Capital Investment Advisors
Georgia
$277K +$66.4K +2,918 +32%
MSS
127
Mitchell Sinkler & Starr
Pennsylvania
$268K +$56.3K +2,475 +27%
SAW
128
Signal Advisors Wealth
Michigan
$262K +$262K +11,512 New
FFM
129
Forum Financial Management
Illinois
$255K
C1AG
130
Client 1st Advisory Group
Florida
$250K -$21.3K -938 -8%
IA
131
IFP Advisors
Florida
$248K +$86.1K +3,784 +53%
GFP
132
Guardian Financial Partners
California
$240K +$11.5K +507 +5%
PI
133
PFG Investments
New York
$238K +$23 +1 +0%
SFM
134
Signet Financial Management
New Jersey
$234K -$2.64M -116,052 -92%
NA
135
NewEdge Advisors
Louisiana
$229K +$93.4K +4,104 +69%
MBFW
136
Morton Brown Family Wealth
Pennsylvania
$228K +$2.85K +125 +1%
SAI
137
Savvy Advisors Inc
New York
$228K +$228K +9,999 New
CF
138
Copperwynd Financial
Arizona
$227K +$227K +9,959 New
SB
139
Strategic Blueprint
Georgia
$214K +$214K +9,412 New
CWA
140
Clearview Wealth Advisors
Oregon
$214K -$2.19K -96 -1%
HSA
141
HBK Sorce Advisory
Pennsylvania
$214K +$214K +9,410 New
PGFC
142
Peapack-Gladstone Financial Corp
New Jersey
$212K +$212K +9,332 New
SFS
143
Sowell Financial Services
Arkansas
$207K -$17.8K -784 -8%
NP
144
NorthRock Partners
Minnesota
$206K +$148K +6,521 +258%
DWM
145
Destination Wealth Management
California
$204K +$204K +8,950 New
XT
146
XTX Topco
Cayman Islands
$201K +$201K +8,847 New
KA
147
Kovack Advisors
Florida
$201K +$201K +8,829 New
OAJ
148
Ogorek Anthony Joseph
New York
$187K -$40.9K -1,806 -18%
EWA
149
EQ Wealth Advisors
Texas
$177K
ACA
150
Aptus Capital Advisors
Alabama
$160K -$1.05K -46 -0.7%