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Schwab 5-10 Year Corporate Bond ETF

223 hedge funds and large institutions have $978M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
MCF Advisors
Kentucky
$30.9K
Wells Fargo
177
Wells Fargo
California
$27.1K
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$27K
EWP
179
Elevation Wealth Partners
California
$25.4K
Jones Financial Companies
180
Jones Financial Companies
Missouri
$24.3K
GGI
181
Godsey & Gibb Inc
Virginia
$24.2K
GWSG
182
GPS Wealth Strategies Group
Colorado
$23.9K
IHWM
183
Iron Horse Wealth Management
Iowa
$22.1K
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$18.8K
AC
185
AlphaCore Capital
California
$18.3K
SWM
186
Spire Wealth Management
Virginia
$17.8K
BI
187
Binnacle Investments
Iowa
$17K
SIC
188
Salem Investment Counselors
North Carolina
$12.2K
CMP
189
Coston McIsaac & Partners
Maine
$12K
TPCW
190
TD Private Client Wealth
New York
$8.51K
CIAS
191
Capital Investment Advisory Services
North Carolina
$8.48K
SL
192
Salomon & Ludwin
Virginia
$8.35K
US Bancorp
193
US Bancorp
Minnesota
$6.9K
RF
194
Rossby Financial
Florida
$5.71K
FFA
195
Founders Financial Alliance
North Carolina
$5.55K
RIL
196
Rothschild Investment LLC
Illinois
$5.51K
TIM
197
Total Investment Management
Arizona
$4.92K
MCM
198
MAI Capital Management
Ohio
$4.48K
CA
199
Crewe Advisors
Utah
$4.37K
AF
200
Advisornet Financial
Minnesota
$4.07K