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Schwab 5-10 Year Corporate Bond ETF

216 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, 96 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:

3% less funds holding

Funds holding: 223216 (-7)

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
216
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
GCM
176
Gables Capital Management
Florida
$31.8K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$29.8K
SGK
178
Steigerwald Gordon & Koch
Virginia
$27.6K
EWP
179
Elevation Wealth Partners
California
$25.8K
GWSG
180
GPS Wealth Strategies Group
Colorado
$24.3K
PAM
181
Palisade Asset Management
Minnesota
$22.7K
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$21.6K
HFS
183
Hantz Financial Services
Michigan
$19K
SWM
184
Spire Wealth Management
Virginia
$18.3K
EWA
185
EverSource Wealth Advisors
Alabama
$17.4K
BI
186
Binnacle Investments
Iowa
$17.2K
RFP
187
Root Financial Partners
California
$13.8K
AF
188
Advisornet Financial
Minnesota
$12.4K
CMP
189
Coston McIsaac & Partners
Maine
$12K
SAM
190
Smartleaf Asset Management
Massachusetts
$10.6K
RIL
191
Rothschild Investment LLC
Illinois
$10.5K
TPCW
192
TD Private Client Wealth
New York
$7.99K
Simplex Trading
193
Simplex Trading
Illinois
$6K
FFA
194
Founders Financial Alliance
North Carolina
$5.63K
CA
195
Crewe Advisors
Utah
$4.43K
HWP
196
Highline Wealth Partners
California
$4.06K
KFI
197
Key Financial Inc
Pennsylvania
$3.62K
FMP
198
Financial Management Professionals
Texas
$3.23K
GI
199
GAMMA Investing
California
$3.12K
SL
200
Salomon & Ludwin
Virginia
$2.72K