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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
Truist Financial
26
Truist Financial
North Carolina
$5.56M -$417K -18,075 -7%
JP Morgan Chase
27
JP Morgan Chase
New York
$5.04M +$28.6K +1,242 +0.6%
BCI
28
Brinker Capital Investments
Pennsylvania
$4.8M +$3.86M +167,424 +403%
MAS
29
Madden Advisory Services
Florida
$4.78M +$88K +3,818 +2%
AIA
30
AssuredPartners Investment Advisors
Florida
$4.72M +$4.74M +205,492 New
BONH
31
Bank of New Hampshire
New Hampshire
$4.67M +$698K +30,263 +17%
SF
32
Seek First
California
$4.44M +$95.2K +4,128 +2%
MA
33
Mutual Advisors
Nebraska
$4.08M -$203K -8,809 -5%
OAJ
34
Ogorek Anthony Joseph
New York
$3.88M +$3.71M +160,984 +2,014%
AFO
35
Arrowroot Family Office
California
$3.39M +$822K +35,674 +32%
BBWP
36
Beacon Bridge Wealth Partners
Pennsylvania
$3.3M +$395K +17,145 +14%
HighTower Advisors
37
HighTower Advisors
Illinois
$3.19M +$243K +10,522 +8%
WANY
38
Wealthspire Advisors (New York)
New York
$3.13M +$2.91M +126,208 +1,257%
Morgan Stanley
39
Morgan Stanley
New York
$3.1M +$2.03M +88,209 +188%
ACM
40
Andina Capital Management
Utah
$3.1M +$237K +10,283 +8%
MWM
41
MFG Wealth Management
Indiana
$2.99M -$8.44K -366 -0.3%
PC
42
Prairiewood Capital
North Dakota
$2.94M +$293K +12,696 +11%
WOSD
43
WFA of San Diego
California
$2.85M +$161K +6,984 +6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$2.78M +$2.19M +95,153 +367%
Goldman Sachs
45
Goldman Sachs
New York
$2.76M +$2.77M +119,965 New
MML Investors Services
46
MML Investors Services
Massachusetts
$2.63M +$138K +5,988 +6%
DF
47
DecisionPoint Financial
Arizona
$2.57M -$1.94K -84 -0.1%
SA
48
Sanctuary Advisors
Indiana
$2.45M -$61.9K -2,686 -2%
CCAM
49
Cascades Capital Asset Management
North Carolina
$2.35M +$1.25M +54,056 +112%
CNBTD
50
Citizens National Bank Trust Department
Mississippi
$2.15M -$24.6K -1,068 -1%