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Schwab 5-10 Year Corporate Bond ETF

225 hedge funds and large institutions have $980M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
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
MWA
176
Moser Wealth Advisors
Washington
$32.6K
GCM
177
Gables Capital Management
Florida
$31.4K
MA
178
MCF Advisors
Kentucky
$30.9K
Wells Fargo
179
Wells Fargo
California
$27.1K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$27K
EWP
181
Elevation Wealth Partners
California
$25.4K
Jones Financial Companies
182
Jones Financial Companies
Missouri
$24.3K
GGI
183
Godsey & Gibb Inc
Virginia
$24.2K
GWSG
184
GPS Wealth Strategies Group
Colorado
$23.9K
IHWM
185
Iron Horse Wealth Management
Iowa
$22.1K
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$18.8K
AC
187
AlphaCore Capital
California
$18.3K
SWM
188
Spire Wealth Management
Virginia
$17.8K
BI
189
Binnacle Investments
Iowa
$17K
SIC
190
Salem Investment Counselors
North Carolina
$12.2K
CMP
191
Coston McIsaac & Partners
Maine
$12K
TPCW
192
TD Private Client Wealth
New York
$8.51K
CIAS
193
Capital Investment Advisory Services
North Carolina
$8.48K
SL
194
Salomon & Ludwin
Virginia
$8.35K
US Bancorp
195
US Bancorp
Minnesota
$6.9K
RF
196
Rossby Financial
Florida
$5.71K
FFA
197
Founders Financial Alliance
North Carolina
$5.55K
RIL
198
Rothschild Investment LLC
Illinois
$5.51K
TIM
199
Total Investment Management
Arizona
$4.92K
MCM
200
MAI Capital Management
Ohio
$4.48K