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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
Cerity Partners
126
Cerity Partners
New York
$276K
MBFW
127
Morton Brown Family Wealth
Pennsylvania
$274K
IAS
128
Integrity Advisory Solutions
Texas
$272K
MSS
129
Mitchell Sinkler & Starr
Pennsylvania
$259K
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$248K
PWAM
131
Private Wealth Asset Management
Iowa
$243K
GFP
132
Guardian Financial Partners
California
$236K
HSA
133
HBK Sorce Advisory
Pennsylvania
$233K
PI
134
PFG Investments
New York
$232K
CWP
135
Concord Wealth Partners
Virginia
$226K
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$225K
Financial Engines Advisors
137
Financial Engines Advisors
California
$216K
IAA
138
Independent Advisor Alliance
North Carolina
$216K
CWA
139
Clearview Wealth Advisors
Oregon
$213K
KA
140
Kovack Advisors
Florida
$211K
SFS
141
Sowell Financial Services
Arkansas
$209K
Empower Advisory Group
142
Empower Advisory Group
Colorado
$204K
JWCA
143
J.W. Cole Advisors
Florida
$198K
HI
144
Harbour Investments
Wisconsin
$188K
FFA
145
Farther Finance Advisors
California
$188K
AWM
146
AE Wealth Management
Kansas
$188K
MCM
147
MAI Capital Management
Ohio
$159K
NSIM
148
North Star Investment Management
Illinois
$151K
SPIA
149
Steward Partners Investment Advisory
New York
$151K
ACA
150
Aptus Capital Advisors
Alabama
$149K