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Schwab 5-10 Year Corporate Bond ETF

225 hedge funds and large institutions have $980M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Crewe Advisors
Utah
$4.37K
AF
202
Advisornet Financial
Minnesota
$4.07K
HWP
203
Highline Wealth Partners
California
$4.01K
HNB
204
Huntington National Bank
Ohio
$3.98K
KFI
205
Key Financial Inc
Pennsylvania
$3.57K
FMP
206
Financial Management Professionals
Texas
$3.19K
PA
207
Parallel Advisors
California
$2.98K
SS
208
Sunbelt Securities
Texas
$2.96K
CAM
209
Costello Asset Management
Pennsylvania
$2.28K
GI
210
GAMMA Investing
California
$2.07K
WWM
211
Wolff Wiese Magana
California
$1.52K
GRP
212
Global Retirement Partners
California
$1.48K
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$1.43K
BBHC
214
Brown Brothers Harriman & Co
New York
$1.3K
MJRIC
215
Mogy Joel R Investment Counsel
California
$1.21K
CTC
216
Central Trust Company
Missouri
$1.14K
IRC
217
Investors Research Corp
Georgia
$819
NC
218
North Capital
Utah
$569
PFBT
219
Parkside Financial Bank & Trust
Missouri
$419
GSWM
220
Golden State Wealth Management
California
$410
CCMI
221
Creative Capital Management Investments
California
$364
CPG
222
Cornerstone Planning Group
New Jersey
$289
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274
WWM
224
Wagner Wealth Management
South Carolina
$259
SAM
225
Smartleaf Asset Management
Massachusetts
$226