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Schwab 5-10 Year Corporate Bond ETF

223 hedge funds and large institutions have $1.02B invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 51

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

4% more capital invested

Capital invested by funds: $980M → $1.02B (+$40.3M)

0.18% less ownership

Funds ownership: 11.27%11.08% (-0.18%)

1% less funds holding

Funds holding: 226223 (-3)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $208K

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
40
Increased
100
Reduced
51
Closed
35
Calls
Puts
$208K
Net Calls
-$208K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
PTB
126
Pioneer Trust Bank
Oregon
$274K +$271K +11,870 New
MSS
127
Mitchell Sinkler & Starr
Pennsylvania
$272K
NA
128
NewEdge Advisors
Louisiana
$261K +$28.6K +1,251 +12%
IAS
129
Integrity Advisory Solutions
Texas
$253K +$250K +10,970 New
M1FG
130
Mach-1 Financial Group
Arkansas
$253K +$250K +10,970 New
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$249K +$33.6K +1,473 +16%
MBFW
132
Morton Brown Family Wealth
Pennsylvania
$244K +$12.8K +562 +6%
PWM
133
Perigon Wealth Management
California
$243K -$85.7K -3,756 -26%
BFA
134
Bragg Financial Advisors
North Carolina
$242K +$240K +10,497 New
GFP
135
Guardian Financial Partners
California
$237K -$6.14K -269 -3%
WANY
136
Wealthspire Advisors (New York)
New York
$232K +$229K +10,044 New
CWP
137
Concord Wealth Partners
Virginia
$227K +$224K +9,822 New
MWM
138
Meridian Wealth Management
Kentucky
$227K +$224K +9,820 New
PI
139
PFG Investments
New York
$221K -$20.5K -900 -9%
MWM
140
Mission Wealth Management
California
$218K +$216K +9,465 New
PS
141
Principal Securities
Iowa
$217K +$114K +4,989 +113%
CPG
142
Cornerstone Planning Group
New Jersey
$216K +$51.9K +2,273 +17,485%
GS
143
GTS Securities
New York
$215K -$166K -7,258 -44%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$215K +$193K +8,471 +1,028%
JLBC
145
J.L. Bainbridge & Co
Florida
$212K +$210K +9,188 New
SFS
146
Sowell Financial Services
Arkansas
$210K +$137 +6 +0.1%
ACA
147
Aptus Capital Advisors
Alabama
$210K +$47.1K +2,062 +29%
AWM
148
AE Wealth Management
Kansas
$208K +$99.9K +4,378 +95%
AF
149
Apexium Financial
Texas
$206K +$204K +8,925 New
KA
150
Kovack Advisors
Florida
$204K