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Schwab 5-10 Year Corporate Bond ETF

228 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, 98 increasing their positions, 57 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
JP Morgan Chase
27
JP Morgan Chase
New York
$5.04M
BCI
28
Brinker Capital Investments
Pennsylvania
$4.8M
MAS
29
Madden Advisory Services
Florida
$4.78M
AIA
30
AssuredPartners Investment Advisors
Florida
$4.72M
BONH
31
Bank of New Hampshire
New Hampshire
$4.67M
SF
32
Seek First
California
$4.44M
MA
33
Mutual Advisors
Nebraska
$4.08M
OAJ
34
Ogorek Anthony Joseph
New York
$3.88M
AFO
35
Arrowroot Family Office
California
$3.39M
BBWP
36
Beacon Bridge Wealth Partners
Pennsylvania
$3.3M
HighTower Advisors
37
HighTower Advisors
Illinois
$3.19M
WANY
38
Wealthspire Advisors (New York)
New York
$3.13M
Morgan Stanley
39
Morgan Stanley
New York
$3.1M
ACM
40
Andina Capital Management
Utah
$3.1M
MWM
41
MFG Wealth Management
Indiana
$2.99M
PC
42
Prairiewood Capital
North Dakota
$2.94M
WOSD
43
WFA of San Diego
California
$2.85M
Corient Private Wealth
44
Corient Private Wealth
Florida
$2.78M
Goldman Sachs
45
Goldman Sachs
New York
$2.76M
MML Investors Services
46
MML Investors Services
Massachusetts
$2.63M
DF
47
DecisionPoint Financial
Arizona
$2.57M
SA
48
Sanctuary Advisors
Indiana
$2.45M
CCAM
49
Cascades Capital Asset Management
North Carolina
$2.35M
CNBTD
50
Citizens National Bank Trust Department
Mississippi
$2.15M