SCHI icon

Schwab 5-10 Year Corporate Bond ETF

222 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 40 funds opening new positions, 100 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:

1% less funds holding

Funds holding: 225222 (-3)

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
222
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
BSB
176
Bangor Savings Bank
Maine
$38.6K
GGI
177
Godsey & Gibb Inc
Virginia
$37.7K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$36.2K
CFB
179
Cullen/Frost Bankers
Texas
$33.2K
GCM
180
Gables Capital Management
Florida
$31.8K
Jones Financial Companies
181
Jones Financial Companies
Missouri
$29.8K
SGK
182
Steigerwald Gordon & Koch
Virginia
$27.6K
EWP
183
Elevation Wealth Partners
California
$25.8K
GWSG
184
GPS Wealth Strategies Group
Colorado
$24.3K
PAM
185
Palisade Asset Management
Minnesota
$22.7K
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$21.6K
HFS
187
Hantz Financial Services
Michigan
$19K
SWM
188
Spire Wealth Management
Virginia
$18.3K
EWA
189
EverSource Wealth Advisors
Alabama
$17.4K
BI
190
Binnacle Investments
Iowa
$17.2K
RFP
191
Root Financial Partners
California
$13.8K
AF
192
Advisornet Financial
Minnesota
$12.4K
CMP
193
Coston McIsaac & Partners
Maine
$12K
SAM
194
Smartleaf Asset Management
Massachusetts
$10.6K
RIL
195
Rothschild Investment LLC
Illinois
$10.5K
TPCW
196
TD Private Client Wealth
New York
$7.99K
Simplex Trading
197
Simplex Trading
Illinois
$6K
FFA
198
Founders Financial Alliance
North Carolina
$5.63K
CA
199
Crewe Advisors
Utah
$4.43K
HWP
200
Highline Wealth Partners
California
$4.06K