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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
CCG
101
Ceeto Capital Group
Florida
$459K
FFM
102
Forum Financial Management
Illinois
$455K
WCM
103
WealthBridge Capital Management
Ohio
$440K
AAS
104
Asset Allocation Strategies
Michigan
$440K
MWM
105
Meridian Wealth Management
Kentucky
$425K
DC
106
Davenport & Co
Virginia
$410K
FA
107
FC Advisory
Pennsylvania
$408K
WIM
108
WealthPlan Investment Management
Nebraska
$387K
Wells Fargo
109
Wells Fargo
California
$383K
PS
110
Principal Securities
Iowa
$373K
TC
111
Trilogy Capital
California
$369K
P
112
&Partners
Tennessee
$355K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$355K
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$350K
SWM
115
Selective Wealth Management
Virginia
$342K
QP
116
Quartz Partners
New York
$330K
MA
117
MONECO Advisors
Connecticut
$311K
ARC
118
Advisor Resource Council
Texas
$310K
PP
119
Patten & Patten
Tennessee
$308K
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$305K
C
121
Certuity
Florida
$301K
EWA
122
EP Wealth Advisors
California
$301K
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$297K
TWM
124
Tradition Wealth Management
Minnesota
$287K
CD
125
Chapin Davis
Maryland
$286K