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Schwab 5-10 Year Corporate Bond ETF

223 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

96% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 51

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

4% more capital invested

Capital invested by funds: $980M → $1.02B (+$40.3M)

0.18% less ownership

Funds ownership: 11.27%11.08% (-0.18%)

1% less funds holding

Funds holding: 226223 (-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
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
40
Increased
100
Reduced
51
Closed
35
Calls
Puts
$208K
Net Calls
-$208K
Net Calls Change
-$208K
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 +$3.24K +142 New
FMP
203
Financial Management Professionals
Texas
$3.23K
GI
204
GAMMA Investing
California
$3.12K +$1K +44 +48%
NWMP
205
Noble Wealth Management PBC
Colorado
$2.95K +$2.92K +128 New
SL
206
Salomon & Ludwin
Virginia
$2.72K -$5.71K -250 -68%
CAM
207
Costello Asset Management
Pennsylvania
$2.31K
CFG
208
Chapman Financial Group
Hawaii
$1.62K +$1.6K +70 New
GRP
209
Global Retirement Partners
California
$1.5K
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$1.45K
CBT
211
Crews Bank & Trust
Florida
$1.39K +$1.37K +60 New
UBS Group
212
UBS Group
Switzerland
$1.39K +$1.37K +60 New
MWA
213
Medallion Wealth Advisors
Connecticut
$1.29K
CA
214
Clearstead Advisors
Ohio
$1.04K +$1.03K +45 New
DCM
215
Davis Capital Management
Florida
$1.02K +$1K +44 New
CFS
216
Compass Financial Services
Iowa
$877 +$868 +38 New
IRC
217
Investors Research Corp
Georgia
$831
RF
218
Rossby Financial
Florida
$715 -$5.02K -220 -88%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$430 +$23 +1 +6%
GSWM
220
Golden State Wealth Management
California
$415
NC
221
North Capital
Utah
$369 -$205 -9 -36%
CCMI
222
Creative Capital Management Investments
California
$369
WWMSC
223
Wagner Wealth Management (South Carolina)
South Carolina
$266 +$23 +1 +9%
DJSG
224
D.J. St. Germain
Massachusetts
$10
SLWA
225
San Luis Wealth Advisors
California
-$14.9M -656,737 Closed