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Schwab 5-10 Year Corporate Bond ETF

257 hedge funds and large institutions have $1.15B invested in Schwab 5-10 Year Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 95 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

53% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 62

12% more funds holding

Funds holding: 229257 (+28)

10% more capital invested

Capital invested by funds: $1.04B → $1.15B (+$108M)

0.49% more ownership

Funds ownership: 10.65%11.14% (+0.49%)

Holders
257
Holders Change
+28
Holders Change %
+12.23%
% of All Funds
3.16%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
95
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$533K -$112K -4,904 -17%
NA
102
NewEdge Advisors
Louisiana
$527K -$149K -6,478 -22%
SFA
103
Sequoia Financial Advisors
Ohio
$525K -$51.8K -2,260 -9%
WCM
104
WealthBridge Capital Management
Ohio
$514K +$80.3K +3,500 +18%
WA
105
Waverly Advisors
Alabama
$509K -$135K -5,876 -21%
PS
106
Principal Securities
Iowa
$502K +$136K +5,908 +36%
IA
107
IFP Advisors
Florida
$487K -$197K -8,604 -29%
Cerity Partners
108
Cerity Partners
New York
$474K +$204K +8,876 +74%
HR
109
Howe & Rusling
New York
$463K -$90.9K -3,965 -16%
VA
110
Valmark Advisers
Ohio
$459K
CCG
111
Ceeto Capital Group
Florida
$454K
JWM
112
Jupiter Wealth Management
Colorado
$452K +$459K +20,000 New
AAS
113
Asset Allocation Strategies
Michigan
$450K +$16.4K +713 +4%
FFM
114
Forum Financial Management
Illinois
$450K
BCM
115
Brookstone Capital Management
Illinois
$448K -$56.3K -2,453 -11%
HI
116
Harbour Investments
Wisconsin
$417K +$234K +10,204 +125%
ACM
117
Absolute Capital Management
Pennsylvania
$416K -$63.8K -2,781 -13%
FA
118
FC Advisory
Pennsylvania
$403K +$573 +25 +0.1%
DC
119
Davenport & Co
Virginia
$376K -$29.4K -1,280 -7%
FWI
120
Facet Wealth Inc
Maryland
$371K +$375K +16,341 New
WIM
121
WealthPlan Investment Management
Nebraska
$368K -$13.9K -608 -4%
CAL
122
Capital Analysts LLC
Pennsylvania
$363K +$7.89K +344 +2%
SWASL
123
Spartan Wealth Advisory Services LLC
Michigan
$361K +$365K +15,935 New
P
124
&Partners
Tennessee
$357K +$6.17K +269 +2%
SC
125
Scotia Capital
Ontario, Canada
$356K +$360K +15,708 New