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Schwab 5-10 Year Corporate Bond ETF

223 hedge funds and large institutions have $978M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
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
ACA
151
Aptus Capital Advisors
Alabama
$160K
HI
152
Harbour Investments
Wisconsin
$151K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$139K
AAS
154
Ameritas Advisory Services
Nebraska
$125K
1IA
155
1620 Investment Advisors
Massachusetts
$109K
AWM
156
AE Wealth Management
Kansas
$105K
RWM
157
Rialto Wealth Management
New York
$104K
BCWM
158
Bartlett & Co Wealth Management
Ohio
$103K
PS
159
Principal Securities
Iowa
$101K
NS
160
NBC Securities
Alabama
$97K
POIA
161
Pin Oak Investment Advisors
Texas
$88K
S
162
SignatureFD
Georgia
$83.2K
MG
163
MilWealth Group
Wisconsin
$71K
FFA
164
Farther Finance Advisors
California
$63.1K
HIA
165
Harbor Investment Advisory
Maryland
$54.3K
CFO
166
CVA Family Office
Colorado
$47.6K
HI
167
Hoey Investments
Pennsylvania
$46.4K
AF
168
Allworth Financial
California
$45.3K
SFC
169
SYM Financial Corp
Indiana
$42.4K
BMM
170
Berkshire Money Management
Massachusetts
$38.7K
BSB
171
Bangor Savings Bank
Maine
$38K
HFS
172
Hantz Financial Services
Michigan
$36K
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$35.7K
MWA
174
Moser Wealth Advisors
Washington
$32.6K
GCM
175
Gables Capital Management
Florida
$31.4K