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Schwab 5-10 Year Corporate Bond ETF

213 hedge funds and large institutions have $914M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.29% less ownership

Funds ownership: 11.68%11.39% (-0.29%)

42% less capital invested

Capital invested by funds: $1.57B → $914M (-$654M)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
39
Increased
83
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$19.8K
PA
177
Parallel Advisors
California
$19.7K +$19.5K +877 New
CMP
178
Coston McIsaac & Partners
Maine
$18K -$15.2K -684 -46%
MCM
179
MAI Capital Management
Ohio
$15.5K
CBT
180
Crews Bank & Trust
Florida
$14.8K
BWM
181
Bernard Wealth Management
Michigan
$13.6K +$13.5K +606 New
GWANC
182
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.8K +$12.5K +560 +4,667%
HCP
183
Hexagon Capital Partners
Arkansas
$12.2K
SIC
184
Salem Investment Counselors
North Carolina
$12.1K
FHA
185
First Horizon Advisors
Tennessee
$10.8K +$10.7K +480 New
PBK
186
Peoples Bank (Kansas)
Kansas
$9.88K
TPCW
187
TD Private Client Wealth
New York
$8.89K +$2.13K +96 +32%
CIAS
188
Capital Investment Advisory Services
North Carolina
$8.37K
SIS
189
Sound Income Strategies
Florida
$5.91K
HNB
190
Huntington National Bank
Ohio
$5.86K
RF
191
Rossby Financial
Florida
$5.62K +$5.58K +251 New
FFA
192
Founders Financial Alliance
North Carolina
$5.48K
RIL
193
Rothschild Investment LLC
Illinois
$5.43K
AA
194
Addison Advisors
Vermont
$5.03K
KWM
195
Kiker Wealth Management
Georgia
$4.81K +$4.76K +214 New
US Bancorp
196
US Bancorp
Minnesota
$4.49K -$18.5K -832 -81%
WWMSC
197
Wagner Wealth Management (South Carolina)
South Carolina
$3.93K +$289 +13 +8%
KFI
198
Key Financial Inc
Pennsylvania
$3.53K +$3.49K +157 New
FMP
199
Financial Management Professionals
Texas
$3.14K
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$2.96K +$1.13K +51 +63%