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Schwab 5-10 Year Corporate Bond ETF

223 hedge funds and large institutions have $978M 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, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
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
AAS
126
Avantax Advisory Services
Texas
$291K
CIA
127
Capital Investment Advisors
Georgia
$277K
MSS
128
Mitchell Sinkler & Starr
Pennsylvania
$268K
SAW
129
Signal Advisors Wealth
Michigan
$262K
FFM
130
Forum Financial Management
Illinois
$255K
C1AG
131
Client 1st Advisory Group
Florida
$250K
IA
132
IFP Advisors
Florida
$248K
GFP
133
Guardian Financial Partners
California
$240K
PI
134
PFG Investments
New York
$238K
SFM
135
Signet Financial Management
New Jersey
$234K
NA
136
NewEdge Advisors
Louisiana
$229K
MBFW
137
Morton Brown Family Wealth
Pennsylvania
$228K
SAI
138
Savvy Advisors Inc
New York
$228K
CF
139
Copperwynd Financial
Arizona
$227K
SB
140
Strategic Blueprint
Georgia
$214K
CWA
141
Clearview Wealth Advisors
Oregon
$214K
HSA
142
HBK Sorce Advisory
Pennsylvania
$214K
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$212K
SFS
144
Sowell Financial Services
Arkansas
$207K
NP
145
NorthRock Partners
Minnesota
$206K
DWM
146
Destination Wealth Management
California
$204K
XT
147
XTX Topco
Cayman Islands
$201K
KA
148
Kovack Advisors
Florida
$201K
OAJ
149
Ogorek Anthony Joseph
New York
$187K
EWA
150
EQ Wealth Advisors
Texas
$177K