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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
EL
51
Essex LLC
Illinois
$1.9M -$947K -41,060 -33%
Creative Planning
52
Creative Planning
Kansas
$1.86M -$58.9K -2,554 -3%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.81M +$32.6K +1,414 +2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$315K +13,677 +21%
E
55
Entelevest
Florida
$1.76M +$1.77M +76,654 New
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.72M +$262K +11,358 +18%
AWM
57
Avior Wealth Management
Nebraska
$1.71M +$12.1K +527 +0.7%
CFG
58
Certior Financial Group
Pennsylvania
$1.66M +$62.1K +2,693 +4%
IA
59
Integrity Alliance
Iowa
$1.61M -$743K -32,229 -32%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$1.56M -$92.6K -4,017 -6%
IIA
61
Integral Investment Advisors
California
$1.55M +$307K +13,332 +25%
ANBT
62
American National Bank & Trust
Texas
$1.52M +$219K +9,490 +17%
ACM
63
Advisors Capital Management
New Jersey
$1.47M +$56.9K +2,470 +4%
Comerica Bank
64
Comerica Bank
Texas
$1.35M -$239K -10,382 -15%
CW
65
CreativeOne Wealth
Kansas
$1.34M +$112K +4,837 +9%
AssetMark Inc
66
AssetMark Inc
California
$1.28M -$824K -35,754 -39%
PFA
67
Pinnacle Family Advisors
Missouri
$1.24M +$37K +1,605 +3%
SC
68
Savant Capital
Illinois
$1.18M -$172K -7,459 -13%
CWM
69
CIBC World Markets
New York
$1.18M +$1.18M +51,304 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.17M +$679K +29,471 +137%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$1.08M -$237K -10,289 -18%
SWM
72
Sculati Wealth Management
Michigan
$1.08M +$92.9K +4,029 +9%
Citigroup
73
Citigroup
New York
$949K +$310K +13,465 +48%
BWA
74
Bestgate Wealth Advisors
Maryland
$891K +$37.7K +1,635 +4%
CA
75
CoreCap Advisors
Michigan
$886K -$373K -16,173 -30%