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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
KAS
76
Kestra Advisory Services
Texas
$884K +$273K +11,850 +44%
MSR
77
Main Street Research
Connecticut
$884K +$98K +4,252 +12%
MHR
78
Matthew Hamilton Rosenberg
$810K +$8.04K +349 +1%
CFD
79
Creative Financial Designs
Indiana
$763K +$51K +2,211 +7%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$737K +$740K +32,093 New
CIBC World Market
81
CIBC World Market
Ontario, Canada
$726K +$2.31K +100 +0.3%
AWE
82
Avidian Wealth Enterprises
Texas
$707K +$54.8K +2,375 +8%
IA
83
IFP Advisors
Florida
$691K +$346K +15,002 +100%
NA
84
NewEdge Advisors
Louisiana
$682K +$425K +18,420 +163%
FA
85
Flagstar Advisors
New York
$653K +$6.89K +299 +1%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$652K -$5.86K -254 -0.9%
WA
87
Waverly Advisors
Alabama
$650K +$139K +6,012 +27%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$648K -$1.08K -47 -0.2%
HIIFS
89
Harel Insurance Investments & Financial Services
Israel
$634K +$26.4K +1,144 +4%
MCC
90
Money Concepts Capital
Florida
$626K +$80.7K +3,499 +15%
SFA
91
Sequoia Financial Advisors
Ohio
$584K -$76.9K -3,336 -12%
JF
92
Joule Financial
Kentucky
$582K
CKAIS
93
Christensen King & Associates Investment Services
Washington
$567K +$5.74K +249 +1%
PCWA
94
Pacific Capital Wealth Advisors
California
$563K
HR
95
Howe & Rusling
New York
$560K +$453K +19,634 +415%
CIA
96
Concurrent Investment Advisors
Florida
$544K +$141K +6,116 +35%
PWM
97
Prosperity Wealth Management
California
$511K -$14.6K -633 -3%
BCM
98
Brookstone Capital Management
Illinois
$510K +$12.4K +537 +2%
ACM
99
Absolute Capital Management
Pennsylvania
$485K +$125K +5,444 +35%
VA
100
Valmark Advisers
Ohio
$465K