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Schwab 5-10 Year Corporate Bond ETF

213 hedge funds and large institutions have $914M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.29% less ownership

Funds ownership: 11.68%11.39% (-0.29%)

42% less capital invested

Capital invested by funds: $1.57B → $914M (-$654M)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
39
Increased
83
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$190M +$6.58M +295,943 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$168M -$954K -42,903 -0.6%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$142M +$140M +6,303,576 +23,524%
Raymond James Financial
4
Raymond James Financial
Florida
$53.6M -$23.3K -1,050 -0%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.9M -$44.9K -2,018 -0.2%
BFG
6
Bouchey Financial Group
New York
$25.4M +$1.16M +52,343 +5%
Bank of America
7
Bank of America
North Carolina
$24.3M +$56K +2,520 +0.2%
SLWA
8
San Luis Wealth Advisors
California
$18.8M -$4.62M -207,956 -20%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$18.7M -$601K -27,011 -3%
LAM
10
L2 Asset Management
Massachusetts
$14.3M +$218K +9,797 +2%
GB
11
Gunma Bank
Japan
$13M
WFA
12
WestHill Financial Advisors
California
$12.5M +$1.38M +61,859 +13%
CST
13
Charles Schwab Trust
Nevada
$10M +$105K +4,700 +1%
RA
14
Rational Advisors
New York
$8.64M -$828K -37,256 -9%
WWM
15
WT Wealth Management
Arizona
$7.82M -$2.22M -99,818 -22%
WCFP
16
White & Co Financial Planning
Washington
$7.32M -$18.8K -847 -0.3%
LPL Financial
17
LPL Financial
California
$7.06M +$1.68M +75,466 +32%
ASN
18
Advisory Services Network
Georgia
$7M +$358K +16,088 +5%
KFS
19
Kaizen Financial Strategies
California
$6.84M +$590K +26,542 +10%
Stifel Financial
20
Stifel Financial
Missouri
$6.47M -$529K -23,781 -8%
Truist Financial
21
Truist Financial
North Carolina
$6.29M -$142K -6,384 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$5.77M -$89.5K -4,026 -2%
Ameriprise
23
Ameriprise
Minnesota
$5.33M -$2.79M -125,258 -35%
Mariner
24
Mariner
Kansas
$5.25M +$1.14M +51,489 +28%
VA
25
Vident Advisory
Georgia
$5.17M +$1.11M +49,738 +28%