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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$6.42M +$564K +24,575 +10%
SL
27
Systelligence LLC
Minnesota
$6M +$6.07M +264,716 New
BONH
28
Bank of New Hampshire
New Hampshire
$5.33M +$725K +31,589 +16%
Truist Financial
29
Truist Financial
North Carolina
$5.33M -$168K -7,312 -3%
MAS
30
Madden Advisory Services
Florida
$5.22M +$509K +22,207 +11%
William Blair & Company
31
William Blair & Company
Illinois
$4.96M -$4.01M -174,897 -44%
AIA
32
AssuredPartners Investment Advisors
Florida
$4.82M +$172K +7,487 +4%
MA
33
Mutual Advisors
Nebraska
$4.81M +$790K +34,427 +19%
PC
34
Prairiewood Capital
North Dakota
$4.76M +$1.88M +82,069 +64%
Mariner
35
Mariner
Kansas
$4.67M -$2.42M -105,618 -34%
SF
36
Seek First
California
$4.41M +$25.4K +1,108 +0.6%
AFO
37
Arrowroot Family Office
California
$4.4M +$1.06M +46,381 +31%
FA
38
FF Advisors
California
$4.13M +$4.16M +181,213 New
VA
39
Vident Advisory
Georgia
$4.07M -$2.42M -105,668 -37%
DF
40
DecisionPoint Financial
Arizona
$3.7M +$1.18M +51,526 +46%
WOSD
41
WFA of San Diego
California
$3.14M +$335K +14,589 +12%
WANY
42
Wealthspire Advisors (New York)
New York
$3.11M +$15.5K +676 +0.5%
E
43
Entelevest
Florida
$3.02M +$1.29M +56,404 +74%
HighTower Advisors
44
HighTower Advisors
Illinois
$3.02M -$135K -5,890 -4%
MWM
45
MFG Wealth Management
Indiana
$3.01M +$53.6K +2,338 +2%
Morgan Stanley
46
Morgan Stanley
New York
$2.91M -$152K -6,646 -5%
BBWP
47
Beacon Bridge Wealth Partners
Pennsylvania
$2.85M -$419K -18,273 -13%
Creative Planning
48
Creative Planning
Kansas
$2.8M +$980K +42,720 +53%
CCAM
49
Cascades Capital Asset Management
North Carolina
$2.76M +$445K +19,404 +19%
CIA
50
Concurrent Investment Advisors
Florida
$2.63M +$2.12M +92,270 +390%