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Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $1.02B invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 225222 (-3)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $208K

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$208K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
201
Key Financial Inc
Pennsylvania
$3.62K
PWA
202
Principia Wealth Advisory
Texas
$3.28K
FMP
203
Financial Management Professionals
Texas
$3.23K
GI
204
GAMMA Investing
California
$3.12K
NWMP
205
Noble Wealth Management PBC
Colorado
$2.95K
SL
206
Salomon & Ludwin
Virginia
$2.72K
CAM
207
Costello Asset Management
Pennsylvania
$2.31K
CFG
208
Chapman Financial Group
Hawaii
$1.62K
GRP
209
Global Retirement Partners
California
$1.5K
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$1.45K
UBS Group
211
UBS Group
Switzerland
$1.39K
CBT
212
Crews Bank & Trust
Florida
$1.39K
CA
213
Clearstead Advisors
Ohio
$1.04K
DCM
214
Davis Capital Management
Florida
$1.02K
CFS
215
Compass Financial Services
Iowa
$877
IRC
216
Investors Research Corp
Georgia
$831
RF
217
Rossby Financial
Florida
$715
PFBT
218
Parkside Financial Bank & Trust
Missouri
$430
GSWM
219
Golden State Wealth Management
California
$415
NC
220
North Capital
Utah
$369
CCMI
221
Creative Capital Management Investments
California
$369
WWMSC
222
Wagner Wealth Management (South Carolina)
South Carolina
$266
DJSG
223
D.J. St. Germain
Massachusetts
$10
SLWA
224
San Luis Wealth Advisors
California
ACM
225
AlphaStar Capital Management
North Carolina