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Schwab 5-10 Year Corporate Bond ETF

210 hedge funds and large institutions have $912M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 29 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
39
Increased
82
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$190M 8,454,119 +295,943 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$168M 7,463,475 -42,903 -0.6%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$142M 6,330,372 +6,303,576 +23,524%
Raymond James Financial
4
Raymond James Financial
Florida
$53.6M 2,386,907 -1,050 -0%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.9M 1,153,952 -2,018 -0.2%
BFG
6
Bouchey Financial Group
New York
$25.4M 1,132,577 +52,343 +5%
Bank of America
7
Bank of America
North Carolina
$24.3M 1,082,031 +2,520 +0.2%
SLWA
8
San Luis Wealth Advisors
California
$18.8M 835,253 -207,956 -20%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$18.7M 834,587 -27,011 -3%
LAM
10
L2 Asset Management
Massachusetts
$14.3M 635,215 +9,797 +2%
GB
11
Gunma Bank
Japan
$13M 580,000
WFA
12
WestHill Financial Advisors
California
$12.5M 554,891 +61,859 +13%
CST
13
Charles Schwab Trust
Nevada
$10M 447,004 +4,700 +1%
RA
14
Rational Advisors
New York
$8.64M 384,534 -37,256 -9%
WWM
15
WT Wealth Management
Arizona
$7.82M 348,195 -99,818 -22%
WCFP
16
White & Co Financial Planning
Washington
$7.32M 326,399 -847 -0.3%
LPL Financial
17
LPL Financial
California
$7.06M 314,553 +75,466 +32%
ASN
18
Advisory Services Network
Georgia
$7M 311,741 +16,088 +5%
KFS
19
Kaizen Financial Strategies
California
$6.84M 304,371 +26,542 +10%
Stifel Financial
20
Stifel Financial
Missouri
$6.47M 287,972 -23,781 -8%
Truist Financial
21
Truist Financial
North Carolina
$6.29M 279,881 -6,384 -2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$5.77M 256,910 -4,026 -2%
Ameriprise
23
Ameriprise
Minnesota
$5.33M 237,354 -125,258 -35%
Mariner
24
Mariner
Kansas
$5.25M 233,951 +51,489 +28%
VA
25
Vident Advisory
Georgia
$5.17M 230,094 +49,738 +28%