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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
Holders
229
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
CD
126
Chapin Davis
Maryland
$286K
UCFA
127
United Capital Financial Advisors
Texas
$285K
CWMGO
128
Capstone Wealth Management Group (Oregon)
Oregon
$280K
Cerity Partners
129
Cerity Partners
New York
$276K
MBFW
130
Morton Brown Family Wealth
Pennsylvania
$274K
IAS
131
Integrity Advisory Solutions
Texas
$272K
MSS
132
Mitchell Sinkler & Starr
Pennsylvania
$259K
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$248K
PWAM
134
Private Wealth Asset Management
Iowa
$243K
GFP
135
Guardian Financial Partners
California
$236K
HSA
136
HBK Sorce Advisory
Pennsylvania
$233K
PI
137
PFG Investments
New York
$232K
CWP
138
Concord Wealth Partners
Virginia
$226K
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$225K
Financial Engines Advisors
140
Financial Engines Advisors
California
$216K
IAA
141
Independent Advisor Alliance
North Carolina
$216K
CWA
142
Clearview Wealth Advisors
Oregon
$213K
KA
143
Kovack Advisors
Florida
$211K
SFS
144
Sowell Financial Services
Arkansas
$209K
Empower Advisory Group
145
Empower Advisory Group
Colorado
$204K
JWCA
146
J.W. Cole Advisors
Florida
$198K
HI
147
Harbour Investments
Wisconsin
$188K
FFA
148
Farther Finance Advisors
California
$188K
AWM
149
AE Wealth Management
Kansas
$188K
MCM
150
MAI Capital Management
Ohio
$159K