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Schwab 5-10 Year Corporate Bond ETF

213 hedge funds and large institutions have $914M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.29% less ownership

Funds ownership: 11.68%11.39% (-0.29%)

42% less capital invested

Capital invested by funds: $1.57B → $914M (-$654M)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
39
Increased
83
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
201
Salomon & Ludwin
Virginia
$2.65K
CAM
202
Costello Asset Management
Pennsylvania
$2.25K +$2.22K +100 New
GI
203
GAMMA Investing
California
$2.04K +$2.02K +91 New
MWA
204
Medallion Wealth Advisors
Connecticut
$1.26K
IRC
205
Investors Research Corp
Georgia
$809
CFFP
206
Center for Financial Planning
Michigan
$652 +$645 +29 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$584 +$578 +26 New
NC
208
North Capital
Utah
$562 +$556 +25 New
LWMI
209
Legacy Wealth Management (Idaho)
Idaho
$450 +$445 +20 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$408
GSWM
211
Golden State Wealth Management
California
$404 -$13.1K -590 -97%
CCMI
212
Creative Capital Management Investments
California
$359
CPG
213
Cornerstone Planning Group
New Jersey
$276
SAM
214
Smartleaf Asset Management
Massachusetts
$224 +$222 +10 New
DWP
215
Destiny Wealth Partners
Florida
-$12.3M -555,188 Closed
VBFP
216
Valtinson Bruner Financial Planning
Minnesota
-$2.21M -100,007 Closed
CI
217
CacheTech Inc
Utah
-$1.92M -87,078 Closed
RL
218
Retireful LLC
Michigan
-$1.73M -78,200 Closed
AWM
219
Adams Wealth Management
Utah
-$1.7M -76,853 Closed
NP
220
Nilsine Partners
Colorado
-$1.6M -72,549 Closed
NAM
221
NorthCrest Asset Manangement
Minnesota
-$1.42M -64,229 Closed
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
-$997K -45,193 Closed
Jane Street
223
Jane Street
New York
-$760K -34,453 Closed
KAS
224
Kestra Advisory Services
Texas
-$584K -26,444 Closed
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
-$332K -15,042 Closed