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Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $970M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
76
Reduced
67
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
201
Huntington National Bank
Ohio
$3.98K -$5.86K
KFI
202
Key Financial Inc
Pennsylvania
$3.57K
FMP
203
Financial Management Professionals
Texas
$3.19K
PA
204
Parallel Advisors
California
$2.98K -$17K -746 -85%
SS
205
Sunbelt Securities
Texas
$2.96K +$2.96K +134 New
CAM
206
Costello Asset Management
Pennsylvania
$2.28K
GI
207
GAMMA Investing
California
$2.07K
WWM
208
Wolff Wiese Magana
California
$1.53K +$1.53K +67 New
GRP
209
Global Retirement Partners
California
$1.48K +$1.48K +65 New
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$1.43K -$1.57K -69 -52%
BBHC
211
Brown Brothers Harriman & Co
New York
$1.3K +$1.3K +57 New
MJRIC
212
Mogy Joel R Investment Counsel
California
$1.21K +$1.21K +53 New
CTC
213
Central Trust Company
Missouri
$1.14K +$1.14K +50 New
IRC
214
Investors Research Corp
Georgia
$819
NC
215
North Capital
Utah
$569
PFBT
216
Parkside Financial Bank & Trust
Missouri
$419
GSWM
217
Golden State Wealth Management
California
$410
CCMI
218
Creative Capital Management Investments
California
$364
CPG
219
Cornerstone Planning Group
New Jersey
$289 +$22 +1 +8%
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274 +$274 +12 New
WWM
221
Wagner Wealth Management
South Carolina
$259 -$3.86K -164 -94%
SAM
222
Smartleaf Asset Management
Massachusetts
$226
SPIA
223
Steward Partners Investment Advisory
New York
$46 -$232K -10,091 -100%
DJSG
224
D.J. St. Germain
Massachusetts
$10 -$99.5K -4,430 Closed
CCAM
225
Cascades Capital Asset Management
North Carolina
-$1.64M -73,220 Closed