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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
RIG
1
RiverFront Investment Group
Virginia
$194M +$1.31M +57,442 +0.7%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$172M +$5.04M +220,599 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$170M +$615K +26,940 +0.4%
Raymond James Financial
4
Raymond James Financial
Florida
$56.3M -$967K -42,352 -2%
BFG
5
Bouchey Financial Group
New York
$30.2M +$911K +39,894 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.3M -$264K -11,553 -1%
Bank of America
7
Bank of America
North Carolina
$24.8M +$57.5K +2,519 +0.2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$18.5M -$678K -29,699 -4%
GB
9
Gunma Bank
Japan
$16.8M +$3.42M +150,000 +26%
LAM
10
L2 Asset Management
Massachusetts
$15M -$16.2K -708 -0.1%
Jane Street
11
Jane Street
New York
$14M +$13.8M +605,793 New
WFA
12
WestHill Financial Advisors
California
$13.7M +$849K +37,196 +7%
RA
13
Rational Advisors
New York
$12.5M -$240K -10,529 -2%
Financial Engines Advisors
14
Financial Engines Advisors
California
$12.3M +$12.2M +533,760 New
Stifel Financial
15
Stifel Financial
Missouri
$11.7M +$999K +43,756 +9%
CST
16
Charles Schwab Trust
Nevada
$10.8M +$847K +37,111 +9%
Ameriprise
17
Ameriprise
Minnesota
$10.1M +$1.36M +59,747 +16%
LPL Financial
18
LPL Financial
California
$9.78M +$1.29M +56,343 +15%
VA
19
Vident Advisory
Georgia
$8.85M +$1.61M +70,608 +23%
William Blair & Company
20
William Blair & Company
Illinois
$8.17M +$4.99M +218,781 +162%
WWM
21
WT Wealth Management
Arizona
$8.13M +$324K +14,205 +4%
VST
22
Van Strum & Towne
California
$7.98M +$4.55M +199,266 +136%
WCFP
23
White & Co Financial Planning
Washington
$7.85M +$276K +12,098 +4%
KFS
24
Kaizen Financial Strategies
California
$7.7M +$496K +21,712 +7%
ASN
25
Advisory Services Network
Georgia
$7.68M -$270K -11,829 -3%