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Schwab 5-10 Year Corporate Bond ETF

222 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

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:

1% less funds holding

Funds holding: 225222 (-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
222
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
PTB
126
Pioneer Trust Bank
Oregon
$274K
MSS
127
Mitchell Sinkler & Starr
Pennsylvania
$272K
NA
128
NewEdge Advisors
Louisiana
$261K
M1FG
129
Mach-1 Financial Group
Arkansas
$253K
IAS
130
Integrity Advisory Solutions
Texas
$253K
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$249K
MBFW
132
Morton Brown Family Wealth
Pennsylvania
$244K
PWM
133
Perigon Wealth Management
California
$243K
BFA
134
Bragg Financial Advisors
North Carolina
$242K
GFP
135
Guardian Financial Partners
California
$237K
WANY
136
Wealthspire Advisors (New York)
New York
$232K
CWP
137
Concord Wealth Partners
Virginia
$227K
MWM
138
Meridian Wealth Management
Kentucky
$227K
PI
139
PFG Investments
New York
$221K
MWM
140
Mission Wealth Management
California
$218K
PS
141
Principal Securities
Iowa
$217K
CPG
142
Cornerstone Planning Group
New Jersey
$216K
GS
143
GTS Securities
New York
$215K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$215K
JLBC
145
J.L. Bainbridge & Co
Florida
$212K
SFS
146
Sowell Financial Services
Arkansas
$210K
ACA
147
Aptus Capital Advisors
Alabama
$210K
AWM
148
AE Wealth Management
Kansas
$208K
AF
149
Apexium Financial
Texas
$206K
KA
150
Kovack Advisors
Florida
$204K