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Schwab 5-10 Year Corporate Bond ETF

210 hedge funds and large institutions have $912M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
39
Increased
82
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
151
Coldstream Capital Management
Washington
$96.4K +$96.4K +4,293 New
MHR
152
Matthew Hamilton Rosenberg
$92.8K +$3.06K +136 +3%
AWM
153
AE Wealth Management
Kansas
$81.5K -$60.9K -2,714 -43%
MG
154
MilWealth Group
Wisconsin
$70K
FFA
155
Farther Finance Advisors
California
$64K -$1.77K -79 -3%
AF
156
Allworth Financial
California
$61.6K +$30K +1,348 +95%
NP
157
NorthRock Partners
Minnesota
$56.7K +$516 +23 +0.9%
CA
158
Continuum Advisory
Idaho
$53.8K +$53.8K +2,396 New
HIA
159
Harbor Investment Advisory
Maryland
$53.6K
CFO
160
CVA Family Office
Colorado
$51.2K +$157 +7 +0.3%
BSB
161
Bangor Savings Bank
Maine
$37.5K -$202 -9 -0.5%
VWA
162
Valued Wealth Advisors
Utah
$32.6K +$32.6K +1,450 New
GCM
163
Gables Capital Management
Florida
$31K
MA
164
MCF Advisors
Kentucky
$30.5K
T
165
Transce3nd
Texas
$30.3K +$30.3K +1,351 New
AIC
166
Archer Investment Corporation
Indiana
$28.5K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$26K -$6.47K -288 -20%
EWP
168
Elevation Wealth Partners
California
$25.1K
GGI
169
Godsey & Gibb Inc
Virginia
$23.9K
GWSG
170
GPS Wealth Strategies Group
Colorado
$23.6K +$22 +1 +0.1%
SWM
171
Spire Wealth Management
Virginia
$23.1K +$202 +9 +0.9%
IHWM
172
Iron Horse Wealth Management
Iowa
$21.8K
SWC
173
Spectrum Wealth Counsel
Indiana
$20.5K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$19.8K
PA
175
Parallel Advisors
California
$19.7K +$19.7K +877 New