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Schwab 5-10 Year Corporate Bond ETF

220 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, 98 increasing their positions, 52 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:

2% less funds holding

Funds holding: 225220 (-5)

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
220
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
FMP
201
Financial Management Professionals
Texas
$3.23K
GI
202
GAMMA Investing
California
$3.12K
NWMP
203
Noble Wealth Management PBC
Colorado
$2.95K
SL
204
Salomon & Ludwin
Virginia
$2.72K
CAM
205
Costello Asset Management
Pennsylvania
$2.31K
CFG
206
Chapman Financial Group
Hawaii
$1.62K
GRP
207
Global Retirement Partners
California
$1.5K
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$1.45K
CBT
209
Crews Bank & Trust
Florida
$1.39K
UBS Group
210
UBS Group
Switzerland
$1.39K
CA
211
Clearstead Advisors
Ohio
$1.04K
DCM
212
Davis Capital Management
Florida
$1.02K
CFS
213
Compass Financial Services
Iowa
$877
IRC
214
Investors Research Corp
Georgia
$831
RF
215
Rossby Financial
Florida
$715
PFBT
216
Parkside Financial Bank & Trust
Missouri
$430
GSWM
217
Golden State Wealth Management
California
$415
NC
218
North Capital
Utah
$369
CCMI
219
Creative Capital Management Investments
California
$369
WWM
220
Wagner Wealth Management
South Carolina
$266
DJSG
221
D.J. St. Germain
Massachusetts
$10
SLWA
222
San Luis Wealth Advisors
California
ACM
223
AlphaStar Capital Management
North Carolina
FTUS
224
Flow Traders U.S.
New York
GM
225
GeoWealth Management
Illinois