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Schwab 5-10 Year Corporate Bond ETF

220 hedge funds and large institutions have $968M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
44
Increased
76
Reduced
66
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$139K 6,120 -189 -3%
AAS
152
Ameritas Advisory Services
Nebraska
$125K 5,479 +5,479 New
1IA
153
1620 Investment Advisors
Massachusetts
$109K 4,772
AWM
154
AE Wealth Management
Kansas
$105K 4,619 +989 +27%
RWM
155
Rialto Wealth Management
New York
$104K 4,572
BCWM
156
Bartlett & Co Wealth Management
Ohio
$103K 4,504 -21,693 -83%
PS
157
Principal Securities
Iowa
$101K 4,417 -2,823 -39%
NS
158
NBC Securities
Alabama
$97K 4,275 +4,275 New
POIA
159
Pin Oak Investment Advisors
Texas
$88K 3,958 +3,958 New
S
160
SignatureFD
Georgia
$83.2K 3,655 -894 -20%
MG
161
MilWealth Group
Wisconsin
$71K 3,118
FFA
162
Farther Finance Advisors
California
$63.1K 2,772 -80 -3%
HIA
163
Harbor Investment Advisory
Maryland
$54.3K 2,386
CFO
164
CVA Family Office
Colorado
$47.6K 2,091 -190 -8%
HI
165
Hoey Investments
Pennsylvania
$46.4K 2,040 +2,040 New
AF
166
Allworth Financial
California
$45.3K 1,990 -774 -28%
SFC
167
SYM Financial Corp
Indiana
$42.4K 1,862 +1,862 New
BMM
168
Berkshire Money Management
Massachusetts
$38.7K 1,699 +1,699 New
BSB
169
Bangor Savings Bank
Maine
$38K 1,671
HFS
170
Hantz Financial Services
Michigan
$36K 1,568 +1,568 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$35.7K 1,570 +690 +78%
MWA
172
Moser Wealth Advisors
Washington
$32.6K 1,431 +1,431 New
GCM
173
Gables Capital Management
Florida
$31.4K 1,378
MA
174
MCF Advisors
Kentucky
$30.9K 1,356
Wells Fargo
175
Wells Fargo
California
$27.1K 1,190 -4,792 -80%