SCHI icon

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
LFG
151
Larson Financial Group
Missouri
$127K
1IA
152
1620 Investment Advisors
Massachusetts
$116K
BCWM
153
Bartlett & Co Wealth Management
Ohio
$113K
MCM
154
MAI Capital Management
Ohio
$112K
HR
155
Howe & Rusling
New York
$109K
RWM
156
Rialto Wealth Management
New York
$106K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$105K
NS
158
NBC Securities
Alabama
$96K
POIA
159
Pin Oak Investment Advisors
Texas
$91.4K
S
160
SignatureFD
Georgia
$87.1K
FFA
161
Farther Finance Advisors
California
$75.5K
MG
162
MilWealth Group
Wisconsin
$72K
SPIA
163
Steward Partners Investment Advisory
New York
$69.5K
PP
164
PFS Partners
New Jersey
$68K
MA
165
MCF Advisors
Kentucky
$60.5K
HIA
166
Harbor Investment Advisory
Maryland
$55.1K
Wells Fargo
167
Wells Fargo
California
$52.4K
CFO
168
CVA Family Office
Colorado
$48.5K
HI
169
Hoey Investments
Pennsylvania
$47.1K
VC
170
Vestor Capital
Illinois
$45K
TCM
171
Triumph Capital Management
Colorado
$41.5K
BSB
172
Bangor Savings Bank
Maine
$38.6K
GGI
173
Godsey & Gibb Inc
Virginia
$37.7K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$36.2K
CFB
175
Cullen/Frost Bankers
Texas
$33.2K