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Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $1.02B invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 225222 (-3)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $208K

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$208K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$196K
OAJ
152
Ogorek Anthony Joseph
New York
$184K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$150K
LFG
154
Larson Financial Group
Missouri
$127K
1IA
155
1620 Investment Advisors
Massachusetts
$116K
BCWM
156
Bartlett & Co Wealth Management
Ohio
$113K
MCM
157
MAI Capital Management
Ohio
$112K
HR
158
Howe & Rusling
New York
$109K
RWM
159
Rialto Wealth Management
New York
$106K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$105K
NS
161
NBC Securities
Alabama
$96K
POIA
162
Pin Oak Investment Advisors
Texas
$91.4K
S
163
SignatureFD
Georgia
$87.1K
FFA
164
Farther Finance Advisors
California
$75.5K
MG
165
MilWealth Group
Wisconsin
$72K
AF
166
Allworth Financial
California
$71.3K
SPIA
167
Steward Partners Investment Advisory
New York
$69.5K
PP
168
PFS Partners
New Jersey
$68K
MA
169
MCF Advisors
Kentucky
$60.5K
APW
170
Aventura Private Wealth
Florida
$58.9K
HIA
171
Harbor Investment Advisory
Maryland
$55.1K
Wells Fargo
172
Wells Fargo
California
$52.4K
CFO
173
CVA Family Office
Colorado
$48.5K
HI
174
Hoey Investments
Pennsylvania
$47.1K
VC
175
Vestor Capital
Illinois
$45K