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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
CBU
126
CIBC Bancorp USA
Illinois
$355K +$359K +15,668 New
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$329K +$36.2K +1,580 +12%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$327K -$23.6K -1,028 -7%
QP
129
Quartz Partners
New York
$326K
CWMGO
130
Capstone Wealth Management Group (Oregon)
Oregon
$324K +$48.3K +2,104 +17%
SFC
131
Swisher Financial Concepts
Ohio
$319K +$323K +14,065 New
ARC
132
Advisor Resource Council
Texas
$308K +$1.67K +73 +0.5%
PP
133
Patten & Patten
Tennessee
$306K +$2.04K +89 +0.7%
Betterment LLC
134
Betterment LLC
New York
$299K +$303K +13,192 New
C
135
Certuity
Florida
$298K
EWA
136
EP Wealth Advisors
California
$296K -$780 -34 -0.3%
MA
137
MONECO Advisors
Connecticut
$294K -$13.1K -573 -4%
IAA
138
Independent Advisor Alliance
North Carolina
$292K +$79K +3,443 +37%
CD
139
Chapin Davis
Maryland
$282K
UCFA
140
United Capital Financial Advisors
Texas
$281K -$619 -27 -0.2%
TWM
141
Tradition Wealth Management
Minnesota
$279K -$4.52K -197 -2%
Millennium Management
142
Millennium Management
New York
$274K +$277K +12,089 New
MBFW
143
Morton Brown Family Wealth
Pennsylvania
$273K +$2.32K +101 +0.8%
LPAM
144
Lodestar Private Asset Management
California
$272K +$275K +12,000 New
GFP
145
Guardian Financial Partners
California
$262K +$29.7K +1,295 +13%
SWM
146
Selective Wealth Management
Virginia
$260K -$77.7K -3,386 -23%
MSS
147
Mitchell Sinkler & Starr
Pennsylvania
$255K
GF
148
GTS Financial
Minnesota
$243K +$249K +10,835 New
PWAM
149
Private Wealth Asset Management
Iowa
$240K +$413 +18 +0.2%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$233K +$236K +10,288 New