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Schwab 5-10 Year Corporate Bond ETF

216 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 39 funds opening new positions, 96 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:

3% less funds holding

Funds holding: 223216 (-7)

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
216
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
CAM
201
Costello Asset Management
Pennsylvania
$2.31K
CFG
202
Chapman Financial Group
Hawaii
$1.62K
GRP
203
Global Retirement Partners
California
$1.5K
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$1.45K
UBS Group
205
UBS Group
Switzerland
$1.39K
CBT
206
Crews Bank & Trust
Florida
$1.39K
CA
207
Clearstead Advisors
Ohio
$1.04K
DCM
208
Davis Capital Management
Florida
$1.02K
CFS
209
Compass Financial Services
Iowa
$877
IRC
210
Investors Research Corp
Georgia
$831
RF
211
Rossby Financial
Florida
$715
PFBT
212
Parkside Financial Bank & Trust
Missouri
$430
GSWM
213
Golden State Wealth Management
California
$415
NC
214
North Capital
Utah
$369
CCMI
215
Creative Capital Management Investments
California
$369
WWM
216
Wagner Wealth Management
South Carolina
$266
DJSG
217
D.J. St. Germain
Massachusetts
$10
SLWA
218
San Luis Wealth Advisors
California
ACM
219
AlphaStar Capital Management
North Carolina
FTUS
220
Flow Traders U.S.
New York
GM
221
GeoWealth Management
Illinois
HF
222
HRT Financial
New York
Lido Advisors
223
Lido Advisors
California
OMC
224
Old Mission Capital
Illinois
GTAM
225
Global Trust Asset Management
Florida