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Schwab 5-10 Year Corporate Bond ETF

223 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

96% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 51

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

4% more capital invested

Capital invested by funds: $980M → $1.02B (+$40.3M)

0.18% less ownership

Funds ownership: 11.27%11.08% (-0.18%)

1% less funds holding

Funds holding: 226223 (-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
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
40
Increased
100
Reduced
51
Closed
35
Calls
Puts
$208K
Net Calls
-$208K
Net Calls Change
-$208K
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 +$13K +571 +54%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$36.2K
CFB
179
Cullen/Frost Bankers
Texas
$33.2K +$32.9K +1,439 New
GCM
180
Gables Capital Management
Florida
$31.8K
Jones Financial Companies
181
Jones Financial Companies
Missouri
$29.8K +$4.98K +218 +20%
SGK
182
Steigerwald Gordon & Koch
Virginia
$27.6K +$27.3K +1,197 New
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 +$22.4K +982 New
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$21.6K +$21.3K +935 New
HFS
187
Hantz Financial Services
Michigan
$19K -$16.6K -727 -46%
SWM
188
Spire Wealth Management
Virginia
$18.3K +$228 +10 +1%
EWA
189
EverSource Wealth Advisors
Alabama
$17.4K +$17.2K +754 New
BI
190
Binnacle Investments
Iowa
$17.2K
RFP
191
Root Financial Partners
California
$13.8K +$13.6K +597 New
AF
192
Advisornet Financial
Minnesota
$12.4K +$8.2K +359 +201%
CMP
193
Coston McIsaac & Partners
Maine
$12K
SAM
194
Smartleaf Asset Management
Massachusetts
$10.6K +$10.3K +450 +4,500%
RIL
195
Rothschild Investment LLC
Illinois
$10.5K +$4.91K +215 +89%
TPCW
196
TD Private Client Wealth
New York
$7.99K -$639 -28 -7%
Simplex Trading
197
Simplex Trading
Illinois
$6K +$6.85K +300 New
FFA
198
Founders Financial Alliance
North Carolina
$5.63K
CA
199
Crewe Advisors
Utah
$4.43K
HWP
200
Highline Wealth Partners
California
$4.06K