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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
KAS
76
Kestra Advisory Services
Texas
$884K
MSR
77
Main Street Research
Connecticut
$884K
MHR
78
Matthew Hamilton Rosenberg
$810K
CFD
79
Creative Financial Designs
Indiana
$763K
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$737K
CIBC World Market
81
CIBC World Market
Ontario, Canada
$726K
AWE
82
Avidian Wealth Enterprises
Texas
$707K
IA
83
IFP Advisors
Florida
$691K
NA
84
NewEdge Advisors
Louisiana
$682K
FA
85
Flagstar Advisors
New York
$653K
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$652K
WA
87
Waverly Advisors
Alabama
$650K
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$648K
HIIFS
89
Harel Insurance Investments & Financial Services
Israel
$634K
MCC
90
Money Concepts Capital
Florida
$626K
SFA
91
Sequoia Financial Advisors
Ohio
$584K
JF
92
Joule Financial
Kentucky
$582K
CKAIS
93
Christensen King & Associates Investment Services
Washington
$567K
PCWA
94
Pacific Capital Wealth Advisors
California
$563K
HR
95
Howe & Rusling
New York
$560K
CIA
96
Concurrent Investment Advisors
Florida
$544K
PWM
97
Prosperity Wealth Management
California
$511K
BCM
98
Brookstone Capital Management
Illinois
$510K
ACM
99
Absolute Capital Management
Pennsylvania
$485K
VA
100
Valmark Advisers
Ohio
$465K