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Schwab 5-10 Year Corporate Bond ETF

220 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 39 funds opening new positions, 98 increasing their positions, 52 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:

2% less funds holding

Funds holding: 225220 (-5)

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
220
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
OAJ
151
Ogorek Anthony Joseph
New York
$184K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$150K
LFG
153
Larson Financial Group
Missouri
$127K
1IA
154
1620 Investment Advisors
Massachusetts
$116K
BCWM
155
Bartlett & Co Wealth Management
Ohio
$113K
MCM
156
MAI Capital Management
Ohio
$112K
HR
157
Howe & Rusling
New York
$109K
RWM
158
Rialto Wealth Management
New York
$106K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$105K
NS
160
NBC Securities
Alabama
$96K
POIA
161
Pin Oak Investment Advisors
Texas
$91.4K
S
162
SignatureFD
Georgia
$87.1K
FFA
163
Farther Finance Advisors
California
$75.5K
MG
164
MilWealth Group
Wisconsin
$72K
AF
165
Allworth Financial
California
$71.3K
SPIA
166
Steward Partners Investment Advisory
New York
$69.5K
PP
167
PFS Partners
New Jersey
$68K
MA
168
MCF Advisors
Kentucky
$60.5K
APW
169
Aventura Private Wealth
Florida
$58.9K
HIA
170
Harbor Investment Advisory
Maryland
$55.1K
Wells Fargo
171
Wells Fargo
California
$52.4K
CFO
172
CVA Family Office
Colorado
$48.5K
HI
173
Hoey Investments
Pennsylvania
$47.1K
VC
174
Vestor Capital
Illinois
$45K
BSB
175
Bangor Savings Bank
Maine
$38.6K