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Schwab 5-10 Year Corporate Bond ETF

225 hedge funds and large institutions have $980M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EQ Wealth Advisors
Texas
$177K
ACA
152
Aptus Capital Advisors
Alabama
$160K
HI
153
Harbour Investments
Wisconsin
$151K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$139K
AAS
155
Ameritas Advisory Services
Nebraska
$125K
1IA
156
1620 Investment Advisors
Massachusetts
$109K
AWM
157
AE Wealth Management
Kansas
$105K
RWM
158
Rialto Wealth Management
New York
$104K
BCWM
159
Bartlett & Co Wealth Management
Ohio
$103K
PS
160
Principal Securities
Iowa
$101K
NS
161
NBC Securities
Alabama
$97K
POIA
162
Pin Oak Investment Advisors
Texas
$88K
S
163
SignatureFD
Georgia
$83.2K
MG
164
MilWealth Group
Wisconsin
$71K
FFA
165
Farther Finance Advisors
California
$63.1K
APW
166
Aventura Private Wealth
Florida
$58K
HIA
167
Harbor Investment Advisory
Maryland
$54.3K
CFO
168
CVA Family Office
Colorado
$47.6K
HI
169
Hoey Investments
Pennsylvania
$46.4K
AF
170
Allworth Financial
California
$45.3K
SFC
171
SYM Financial Corp
Indiana
$42.4K
BMM
172
Berkshire Money Management
Massachusetts
$38.7K
BSB
173
Bangor Savings Bank
Maine
$38K
HFS
174
Hantz Financial Services
Michigan
$36K
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$35.7K