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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
WCM
101
WealthBridge Capital Management
Ohio
$440K
AAS
102
Asset Allocation Strategies
Michigan
$440K
MWM
103
Meridian Wealth Management
Kentucky
$425K
DC
104
Davenport & Co
Virginia
$410K
FA
105
FC Advisory
Pennsylvania
$408K
WIM
106
WealthPlan Investment Management
Nebraska
$387K
Wells Fargo
107
Wells Fargo
California
$383K
PS
108
Principal Securities
Iowa
$373K
TC
109
Trilogy Capital
California
$369K
P
110
&Partners
Tennessee
$355K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$355K
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$350K
SWM
113
Selective Wealth Management
Virginia
$342K
QP
114
Quartz Partners
New York
$330K
MA
115
MONECO Advisors
Connecticut
$311K
ARC
116
Advisor Resource Council
Texas
$310K
PP
117
Patten & Patten
Tennessee
$308K
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$305K
C
119
Certuity
Florida
$301K
EWA
120
EP Wealth Advisors
California
$301K
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$297K
TWM
122
Tradition Wealth Management
Minnesota
$287K
CD
123
Chapin Davis
Maryland
$286K
UCFA
124
United Capital Financial Advisors
Texas
$285K
CWMGO
125
Capstone Wealth Management Group (Oregon)
Oregon
$280K