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Schwab 5-10 Year Corporate Bond ETF

229 hedge funds and large institutions have $1.04B invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 56

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 223229 (+6)

2% more capital invested

Capital invested by funds: $1.02B → $1.04B (+$18.5M)

0.43% less ownership

Funds ownership: 11.08%10.65% (-0.43%)

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
2.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
42
Increased
99
Reduced
56
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
226
Rossby Financial
Florida
$712
PFBT
227
Parkside Financial Bank & Trust
Missouri
$435
CPG
228
Cornerstone Planning Group
New Jersey
$298 -$52.4K -2,273 -99%
WWMSC
229
Wagner Wealth Management (South Carolina)
South Carolina
$269
DJSG
230
D.J. St. Germain
Massachusetts
$10
Jane Street
231
Jane Street
New York
-$14M -605,793 Closed
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
-$2.07M -89,619 Closed
Renaissance Technologies
233
Renaissance Technologies
New York
-$1.97M -85,296 Closed
Citadel Advisors
234
Citadel Advisors
Florida
-$1.64M -71,019 Closed
AI
235
Atria Investments
North Carolina
-$1.07M -46,395 Closed
EWM
236
Empirical Wealth Management
Washington
-$618K -26,784 Closed
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
-$386K -16,705 Closed
AC
238
AlphaCore Capital
California
-$302K -13,066 Closed
LGA
239
Lebenthal Global Advisors
New York
-$285K -12,356 Closed
OGF
240
Orin Green Financial
California
-$284K -12,299 Closed
PA
241
PFG Advisors
Arizona
-$283K -12,281 Closed
LFA
242
LGT Financial Advisors
Texas
-$280K -12,119 Closed
PTB
243
Pioneer Trust Bank
Oregon
-$274K -11,870 Closed
M1FG
244
Mach-1 Financial Group
Arkansas
-$253K -10,970 Closed
PWM
245
Perigon Wealth Management
California
-$243K -10,541 Closed
BFA
246
Bragg Financial Advisors
North Carolina
-$242K -10,497 Closed
MWM
247
Mission Wealth Management
California
-$218K -9,465 Closed
GS
248
GTS Securities
New York
-$215K -9,311 Closed
JLBC
249
J.L. Bainbridge & Co
Florida
-$212K -9,188 Closed
VC
250
Vestor Capital
Illinois
-$45K -1,945 Closed