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Schwab 5-10 Year Corporate Bond ETF

216 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 39 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

3% less funds holding

Funds holding: 223216 (-7)

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
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$208K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
126
Mach-1 Financial Group
Arkansas
$253K
IAS
127
Integrity Advisory Solutions
Texas
$253K
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$249K
MBFW
129
Morton Brown Family Wealth
Pennsylvania
$244K
PWM
130
Perigon Wealth Management
California
$243K
BFA
131
Bragg Financial Advisors
North Carolina
$242K
GFP
132
Guardian Financial Partners
California
$237K
WANY
133
Wealthspire Advisors (New York)
New York
$232K
CWP
134
Concord Wealth Partners
Virginia
$227K
MWM
135
Meridian Wealth Management
Kentucky
$227K
PI
136
PFG Investments
New York
$221K
MWM
137
Mission Wealth Management
California
$218K
PS
138
Principal Securities
Iowa
$217K
CPG
139
Cornerstone Planning Group
New Jersey
$216K
GS
140
GTS Securities
New York
$215K
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$215K
JLBC
142
J.L. Bainbridge & Co
Florida
$212K
SFS
143
Sowell Financial Services
Arkansas
$210K
ACA
144
Aptus Capital Advisors
Alabama
$210K
AWM
145
AE Wealth Management
Kansas
$208K
AF
146
Apexium Financial
Texas
$206K
KA
147
Kovack Advisors
Florida
$204K
HI
148
Harbour Investments
Wisconsin
$196K
OAJ
149
Ogorek Anthony Joseph
New York
$184K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$150K