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Schwab 5-10 Year Corporate Bond ETF

220 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, 98 increasing their positions, 52 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:

2% less funds holding

Funds holding: 225220 (-5)

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
220
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
MSS
126
Mitchell Sinkler & Starr
Pennsylvania
$272K
NA
127
NewEdge Advisors
Louisiana
$261K
M1FG
128
Mach-1 Financial Group
Arkansas
$253K
IAS
129
Integrity Advisory Solutions
Texas
$253K
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$249K
MBFW
131
Morton Brown Family Wealth
Pennsylvania
$244K
PWM
132
Perigon Wealth Management
California
$243K
BFA
133
Bragg Financial Advisors
North Carolina
$242K
GFP
134
Guardian Financial Partners
California
$237K
WANY
135
Wealthspire Advisors (New York)
New York
$232K
CWP
136
Concord Wealth Partners
Virginia
$227K
MWM
137
Meridian Wealth Management
Kentucky
$227K
PI
138
PFG Investments
New York
$221K
MWM
139
Mission Wealth Management
California
$218K
PS
140
Principal Securities
Iowa
$217K
CPG
141
Cornerstone Planning Group
New Jersey
$216K
GS
142
GTS Securities
New York
$215K
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$215K
JLBC
144
J.L. Bainbridge & Co
Florida
$212K
SFS
145
Sowell Financial Services
Arkansas
$210K
ACA
146
Aptus Capital Advisors
Alabama
$210K
AWM
147
AE Wealth Management
Kansas
$208K
AF
148
Apexium Financial
Texas
$206K
KA
149
Kovack Advisors
Florida
$204K
HI
150
Harbour Investments
Wisconsin
$196K