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Schwab 5-10 Year Corporate Bond ETF

220 hedge funds and large institutions have $968M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
44
Increased
76
Reduced
66
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FMP
201
Financial Management Professionals
Texas
$3.19K 140
PA
202
Parallel Advisors
California
$2.98K 131 -746 -85%
SS
203
Sunbelt Securities
Texas
$2.96K 134 +134 New
CAM
204
Costello Asset Management
Pennsylvania
$2.28K 100
GI
205
GAMMA Investing
California
$2.07K 91
WWM
206
Wolff Wiese Magana
California
$1.53K 67 +67 New
GRP
207
Global Retirement Partners
California
$1.48K 65 +65 New
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$1.43K 63 -69 -52%
BBHC
209
Brown Brothers Harriman & Co
New York
$1.3K 57 +57 New
MJRIC
210
Mogy Joel R Investment Counsel
California
$1.21K 53 +53 New
CTC
211
Central Trust Company
Missouri
$1.14K 50 +50 New
IRC
212
Investors Research Corp
Georgia
$819 36
NC
213
North Capital
Utah
$569 25
PFBT
214
Parkside Financial Bank & Trust
Missouri
$419 18
GSWM
215
Golden State Wealth Management
California
$410 18
CCMI
216
Creative Capital Management Investments
California
$364 16
CPG
217
Cornerstone Planning Group
New Jersey
$289 13 +1 +8%
JFGIW
218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274 12 +12 New
WWM
219
Wagner Wealth Management
South Carolina
$259 11 -164 -94%
SAM
220
Smartleaf Asset Management
Massachusetts
$226 10
SPIA
221
Steward Partners Investment Advisory
New York
$46 2 -10,091 -100%
DJSG
222
D.J. St. Germain
Massachusetts
-4,430 Closed
CCAM
223
Cascades Capital Asset Management
North Carolina
-73,220 Closed
Goldman Sachs
224
Goldman Sachs
New York
-49,945 Closed
CPA
225
Capital Performance Advisors
California
-23,280 Closed