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Schwab 5-10 Year Corporate Bond ETF

223 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

96% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 51

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

4% more capital invested

Capital invested by funds: $980M → $1.02B (+$40.3M)

0.18% less ownership

Funds ownership: 11.27%11.08% (-0.18%)

1% less funds holding

Funds holding: 226223 (-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
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
40
Increased
100
Reduced
51
Closed
35
Calls
Puts
$208K
Net Calls
-$208K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$196K +$42.3K +1,852 +28%
OAJ
152
Ogorek Anthony Joseph
New York
$184K -$5.89K -258 -3%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$150K +$8.68K +380 +6%
LFG
154
Larson Financial Group
Missouri
$127K -$350K -15,351 -74%
1IA
155
1620 Investment Advisors
Massachusetts
$116K +$6.28K +275 +6%
BCWM
156
Bartlett & Co Wealth Management
Ohio
$113K +$9.15K +401 +9%
MCM
157
MAI Capital Management
Ohio
$112K +$107K +4,671 +2,371%
HR
158
Howe & Rusling
New York
$109K -$283K -12,397 -72%
RWM
159
Rialto Wealth Management
New York
$106K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$105K +$76.7K +3,361 +283%
NS
161
NBC Securities
Alabama
$96K -$2.63K -115 -3%
POIA
162
Pin Oak Investment Advisors
Texas
$91.4K
S
163
SignatureFD
Georgia
$87.1K +$2.72K +119 +3%
FFA
164
Farther Finance Advisors
California
$75.5K +$11.4K +501 +18%
MG
165
MilWealth Group
Wisconsin
$72K
AF
166
Allworth Financial
California
$71.3K +$25.1K +1,099 +55%
SPIA
167
Steward Partners Investment Advisory
New York
$69.5K +$68.7K +3,010 +150,500%
PP
168
PFS Partners
New Jersey
$68K +$67.3K +2,947 New
MA
169
MCF Advisors
Kentucky
$60.5K +$28.9K +1,267 +93%
APW
170
Aventura Private Wealth
Florida
$58.9K
HIA
171
Harbor Investment Advisory
Maryland
$55.1K
Wells Fargo
172
Wells Fargo
California
$52.4K +$24.6K +1,078 +91%
CFO
173
CVA Family Office
Colorado
$48.5K +$228 +10 +0.5%
HI
174
Hoey Investments
Pennsylvania
$47.1K
VC
175
Vestor Capital
Illinois
$45K +$44.4K +1,945 New