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Schwab 5-10 Year Corporate Bond ETF

225 hedge funds and large institutions have $1.03B invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
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
MSR
76
Main Street Research
Connecticut
$884K
MHR
77
Matthew Hamilton Rosenberg
$810K
CFD
78
Creative Financial Designs
Indiana
$763K
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$737K
CIBC World Market
80
CIBC World Market
Ontario, Canada
$726K
AWE
81
Avidian Wealth Enterprises
Texas
$707K
IA
82
IFP Advisors
Florida
$691K
NA
83
NewEdge Advisors
Louisiana
$682K
FA
84
Flagstar Advisors
New York
$653K
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$652K
WA
86
Waverly Advisors
Alabama
$650K
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$648K
HIIFS
88
Harel Insurance Investments & Financial Services
Israel
$634K
MCC
89
Money Concepts Capital
Florida
$626K
SFA
90
Sequoia Financial Advisors
Ohio
$584K
JF
91
Joule Financial
Kentucky
$582K
CKAIS
92
Christensen King & Associates Investment Services
Washington
$567K
PCWA
93
Pacific Capital Wealth Advisors
California
$563K
HR
94
Howe & Rusling
New York
$560K
CIA
95
Concurrent Investment Advisors
Florida
$544K
BCM
96
Brookstone Capital Management
Illinois
$510K
ACM
97
Absolute Capital Management
Pennsylvania
$485K
VA
98
Valmark Advisers
Ohio
$465K
CCG
99
Ceeto Capital Group
Florida
$459K
FFM
100
Forum Financial Management
Illinois
$455K