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Schwab 5-10 Year Corporate Bond ETF

257 hedge funds and large institutions have $1.15B invested in Schwab 5-10 Year Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 95 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

53% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 62

12% more funds holding

Funds holding: 229257 (+28)

10% more capital invested

Capital invested by funds: $1.04B → $1.15B (+$108M)

0.49% more ownership

Funds ownership: 10.65%11.14% (+0.49%)

Holders
257
Holders Change
+28
Holders Change %
+12.23%
% of All Funds
3.16%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
95
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$193M +$15.9M +692,773 +9%
RIG
2
RiverFront Investment Group
Virginia
$192M +$598K +26,053 +0.3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$163M -$2.1M -91,612 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$62.6M +$5.5M +239,825 +10%
Ameriprise
5
Ameriprise
Minnesota
$36.3M +$8.1M +353,250 +28%
BFG
6
Bouchey Financial Group
New York
$33.5M +$989K +43,126 +3%
PC
7
Permanens Capital
New York
$30.6M +$31M +1,349,942 New
LAM
8
L2 Asset Management
Massachusetts
$29.8M +$15.1M +658,403 +101%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.9M +$255K +11,129 +1%
Bank of America
10
Bank of America
North Carolina
$23.1M -$1.23M -53,543 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$18.5M +$13.8M +599,869 +274%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$17.1M -$358K -15,620 -2%
WFA
13
WestHill Financial Advisors
California
$14.3M +$827K +36,069 +6%
Stifel Financial
14
Stifel Financial
Missouri
$12.5M +$141K +6,153 +1%
CST
15
Charles Schwab Trust
Nevada
$11.6M +$810K +35,314 +7%
VST
16
Van Strum & Towne
California
$11.5M +$301K +13,122 +3%
LPL Financial
17
LPL Financial
California
$11.3M -$690K -30,088 -6%
OAJ
18
Ogorek Anthony Joseph
New York
$10.6M +$6.85M +298,633 +177%
WCFP
19
White & Co Financial Planning
Washington
$8.57M +$876K +38,183 +11%
ASN
20
Advisory Services Network
Georgia
$8.5M +$867K +37,782 +11%
Jane Street
21
Jane Street
New York
$8.45M +$8.55M +372,691 New
KFS
22
Kaizen Financial Strategies
California
$8.4M +$460K +20,066 +6%
WWM
23
WT Wealth Management
Arizona
$7.72M -$446K -19,429 -5%
CJ
24
Caitlin John
Michigan
$7.65M +$2.01M +87,541 +35%
Citadel Advisors
25
Citadel Advisors
Florida
$7.08M +$7.16M +312,029 New