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Schwab 5-10 Year Corporate Bond ETF

213 hedge funds and large institutions have $914M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.29% less ownership

Funds ownership: 11.68%11.39% (-0.29%)

42% less capital invested

Capital invested by funds: $1.57B → $914M (-$654M)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
39
Increased
83
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
151
D.J. St. Germain
Massachusetts
$99.5K +$98.5K +4,430 New
CCM
152
Coldstream Capital Management
Washington
$96.4K +$95.5K +4,293 New
MHR
153
Matthew Hamilton Rosenberg
$92.8K +$3.02K +136 +3%
AWM
154
AE Wealth Management
Kansas
$81.5K -$60.3K -2,714 -43%
MG
155
MilWealth Group
Wisconsin
$70K
FFA
156
Farther Finance Advisors
California
$64K -$1.76K -79 -3%
AF
157
Allworth Financial
California
$61.6K +$30K +1,348 +95%
APW
158
Aventura Private Wealth
Florida
$57.3K
NP
159
NorthRock Partners
Minnesota
$56.7K +$511 +23 +0.9%
CA
160
Continuum Advisory
Idaho
$53.8K +$53.3K +2,396 New
HIA
161
Harbor Investment Advisory
Maryland
$53.6K
CFO
162
CVA Family Office
Colorado
$51.2K +$156 +7 +0.3%
BSB
163
Bangor Savings Bank
Maine
$37.5K -$200 -9 -0.5%
VWA
164
Valued Wealth Advisors
Utah
$32.6K +$32.2K +1,450 New
GCM
165
Gables Capital Management
Florida
$30.9K
MA
166
MCF Advisors
Kentucky
$30.5K
T
167
Transce3nd
Texas
$30.3K +$30K +1,351 New
AIC
168
Archer Investment Corporation
Indiana
$28.5K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$26K -$6.4K -288 -20%
EWP
170
Elevation Wealth Partners
California
$25.1K
GGI
171
Godsey & Gibb Inc
Virginia
$23.9K
GWSG
172
GPS Wealth Strategies Group
Colorado
$23.6K +$22 +1 +0.1%
SWM
173
Spire Wealth Management
Virginia
$23.1K +$200 +9 +0.9%
IHWM
174
Iron Horse Wealth Management
Iowa
$21.8K
SWC
175
Spectrum Wealth Counsel
Indiana
$20.5K