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Schwab 5-10 Year Corporate Bond ETF

210 hedge funds and large institutions have $912M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 29 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
39
Increased
82
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
201
GAMMA Investing
California
$2.04K 91 +91 New
IRC
202
Investors Research Corp
Georgia
$809 36
CFFP
203
Center for Financial Planning
Michigan
$652 29 +29 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$584 26 +26 New
NC
205
North Capital
Utah
$562 25 +25 New
LWMI
206
Legacy Wealth Management (Idaho)
Idaho
$450 20 +20 New
PFBT
207
Parkside Financial Bank & Trust
Missouri
$408 18
GSWM
208
Golden State Wealth Management
California
$404 18 -590 -97%
CCMI
209
Creative Capital Management Investments
California
$359 16
CPG
210
Cornerstone Planning Group
New Jersey
$276 12
SAM
211
Smartleaf Asset Management
Massachusetts
$224 10 +10 New
DWP
212
Destiny Wealth Partners
Florida
-555,188 Closed
VBFP
213
Valtinson Bruner Financial Planning
Minnesota
-100,007 Closed
CI
214
CacheTech Inc
Utah
-87,078 Closed
RL
215
Retireful LLC
Michigan
-78,200 Closed
AWM
216
Adams Wealth Management
Utah
-76,853 Closed
NP
217
Nilsine Partners
Colorado
-72,549 Closed
NAM
218
NorthCrest Asset Manangement
Minnesota
-64,229 Closed
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
-45,193 Closed
Jane Street
220
Jane Street
New York
-34,453 Closed
KAS
221
Kestra Advisory Services
Texas
-26,444 Closed
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
-15,042 Closed
IAA
223
Independent Advisor Alliance
North Carolina
-12,596 Closed
SB
224
Strategic Blueprint
Georgia
-11,573 Closed
Cerity Partners
225
Cerity Partners
New York
-11,192 Closed