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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
CD
126
Chapin Davis
Maryland
$286K
UCFA
127
United Capital Financial Advisors
Texas
$285K +$286K +12,410 New
CWMGO
128
Capstone Wealth Management Group (Oregon)
Oregon
$280K +$281K +12,174 New
Cerity Partners
129
Cerity Partners
New York
$276K +$277K +12,002 New
MBFW
130
Morton Brown Family Wealth
Pennsylvania
$274K +$31.3K +1,356 +13%
IAS
131
Integrity Advisory Solutions
Texas
$272K +$20.4K +885 +8%
MSS
132
Mitchell Sinkler & Starr
Pennsylvania
$259K -$11.5K -500 -4%
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$248K
PWAM
134
Private Wealth Asset Management
Iowa
$243K +$244K +10,565 New
GFP
135
Guardian Financial Partners
California
$236K -$69 -3 -0%
HSA
136
HBK Sorce Advisory
Pennsylvania
$233K -$186K -8,058 -44%
PI
137
PFG Investments
New York
$232K +$12.3K +535 +6%
CWP
138
Concord Wealth Partners
Virginia
$226K +$692 +30 +0.3%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$225K +$226K +9,800 New
Financial Engines Advisors
140
Financial Engines Advisors
California
$216K -$12.1M -524,335 -98%
IAA
141
Independent Advisor Alliance
North Carolina
$216K +$217K +9,424 New
CWA
142
Clearview Wealth Advisors
Oregon
$213K +$214K +9,289 New
KA
143
Kovack Advisors
Florida
$211K +$8.14K +353 +4%
SFS
144
Sowell Financial Services
Arkansas
$209K -$254 -11 -0.1%
Empower Advisory Group
145
Empower Advisory Group
Colorado
$204K +$204K +8,860 New
JWCA
146
J.W. Cole Advisors
Florida
$198K +$18.6K +807 +6%
HI
147
Harbour Investments
Wisconsin
$188K -$7.08K -307 -4%
FFA
148
Farther Finance Advisors
California
$188K +$113K +4,903 +150%
AWM
149
AE Wealth Management
Kansas
$188K -$18.9K -822 -9%
MCM
150
MAI Capital Management
Ohio
$159K +$47.1K +2,044 +42%