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Schwab 5-10 Year Corporate Bond ETF

220 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 39 funds opening new positions, 98 increasing their positions, 52 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:

2% less funds holding

Funds holding: 225220 (-5)

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
220
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
GGI
176
Godsey & Gibb Inc
Virginia
$37.7K
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$36.2K
CFB
178
Cullen/Frost Bankers
Texas
$33.2K
GCM
179
Gables Capital Management
Florida
$31.8K
Jones Financial Companies
180
Jones Financial Companies
Missouri
$29.8K
SGK
181
Steigerwald Gordon & Koch
Virginia
$27.6K
EWP
182
Elevation Wealth Partners
California
$25.8K
GWSG
183
GPS Wealth Strategies Group
Colorado
$24.3K
PAM
184
Palisade Asset Management
Minnesota
$22.7K
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$21.6K
HFS
186
Hantz Financial Services
Michigan
$19K
SWM
187
Spire Wealth Management
Virginia
$18.3K
EWA
188
EverSource Wealth Advisors
Alabama
$17.4K
BI
189
Binnacle Investments
Iowa
$17.2K
RFP
190
Root Financial Partners
California
$13.8K
AF
191
Advisornet Financial
Minnesota
$12.4K
CMP
192
Coston McIsaac & Partners
Maine
$12K
SAM
193
Smartleaf Asset Management
Massachusetts
$10.6K
RIL
194
Rothschild Investment LLC
Illinois
$10.5K
TPCW
195
TD Private Client Wealth
New York
$7.99K
Simplex Trading
196
Simplex Trading
Illinois
$6K
FFA
197
Founders Financial Alliance
North Carolina
$5.63K
CA
198
Crewe Advisors
Utah
$4.43K
HWP
199
Highline Wealth Partners
California
$4.06K
KFI
200
Key Financial Inc
Pennsylvania
$3.62K