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Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $970M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
76
Reduced
67
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$190M -$1.99M -87,529 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$167M -$2.89M -127,178 -2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$165M +$20.8M +913,432 +14%
Raymond James Financial
4
Raymond James Financial
Florida
$56.5M +$2.14M +94,129 +4%
BFG
5
Bouchey Financial Group
New York
$28.9M +$3.09M +135,657 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.2M -$1.02M -44,888 -4%
Bank of America
7
Bank of America
North Carolina
$24.4M -$217K -9,554 -0.9%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$18.9M -$53.2K -2,338 -0.3%
SLWA
9
San Luis Wealth Advisors
California
$14.9M -$4.06M -178,516 -21%
LAM
10
L2 Asset Management
Massachusetts
$14.8M +$377K +16,586 +3%
GB
11
Gunma Bank
Japan
$13.2M
WFA
12
WestHill Financial Advisors
California
$12.7M +$26.5K +1,164 +0.2%
RA
13
Rational Advisors
New York
$12.5M +$3.79M +166,675 +43%
CJH
14
Christopher J. Hasenberg
Wisconsin
$11.6M +$11.6M +511,211 New
Stifel Financial
15
Stifel Financial
Missouri
$10.5M +$3.95M +173,697 +60%
CST
16
Charles Schwab Trust
Nevada
$9.8M -$377K -16,564 -4%
Ameriprise
17
Ameriprise
Minnesota
$8.57M +$3.17M +139,329 +59%
LPL Financial
18
LPL Financial
California
$8.36M +$1.2M +52,784 +17%
ASN
19
Advisory Services Network
Georgia
$7.82M +$744K +32,796 +11%
WCFP
20
White & Co Financial Planning
Washington
$7.44M +$38.1K +1,679 +0.5%
KFS
21
Kaizen Financial Strategies
California
$7.13M +$203K +8,933 +3%
VA
22
Vident Advisory
Georgia
$7.12M +$1.89M +82,937 +36%
Truist Financial
23
Truist Financial
North Carolina
$5.94M -$433K -19,016 -7%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$5M -$849K -37,318 -15%
Mariner
25
Mariner
Kansas
$4.8M -$522K -22,936 -10%