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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
CCG
101
Ceeto Capital Group
Florida
$459K
FFM
102
Forum Financial Management
Illinois
$455K
WCM
103
WealthBridge Capital Management
Ohio
$440K -$13.8K -600 -3%
AAS
104
Asset Allocation Strategies
Michigan
$440K -$37.9K -1,643 -8%
MWM
105
Meridian Wealth Management
Kentucky
$425K +$201K +8,698 +89%
DC
106
Davenport & Co
Virginia
$410K -$86.5K -3,751 -17%
FA
107
FC Advisory
Pennsylvania
$408K +$1.08K +47 +0.3%
WIM
108
WealthPlan Investment Management
Nebraska
$387K -$6.46K -280 -2%
Wells Fargo
109
Wells Fargo
California
$383K +$332K +14,413 +635%
PS
110
Principal Securities
Iowa
$373K +$157K +6,829 +73%
TC
111
Trilogy Capital
California
$369K +$371K +16,076 New
CAL
112
Capital Analysts LLC
Pennsylvania
$360K +$2.74K +119 +0.8%
P
113
&Partners
Tennessee
$355K -$145K -6,311 -29%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$355K +$206K +8,951 +138%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$350K +$137K +5,949 +64%
SWM
116
Selective Wealth Management
Virginia
$342K +$507 +22 +0.1%
QP
117
Quartz Partners
New York
$330K +$331K +14,375 New
MA
118
MONECO Advisors
Connecticut
$311K +$2.03K +88 +0.7%
ARC
119
Advisor Resource Council
Texas
$310K +$312K +13,528 New
PP
120
Patten & Patten
Tennessee
$308K
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
$305K +$16.7K +726 +6%
C
122
Certuity
Florida
$301K -$1.48K -64 -0.5%
EWA
123
EP Wealth Advisors
California
$301K +$302K +13,089 New
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$297K
TWM
125
Tradition Wealth Management
Minnesota
$287K -$36.7K -1,593 -11%