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Schwab 5-10 Year Corporate Bond ETF

256 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, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31M
2 +$15.9M
3 +$15.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$13.8M
5
Jane Street
Jane Street
New York
+$8.55M

Top Sellers

1 -$11.8M
2 -$4.01M
3 -$3.72M
4
Goldman Sachs
Goldman Sachs
New York
-$2.76M
5
VA
Vident Advisory
Georgia
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$329K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$327K
QP
128
Quartz Partners
New York
$326K
CWMGO
129
Capstone Wealth Management Group (Oregon)
Oregon
$324K
SFC
130
Swisher Financial Concepts
Ohio
$319K
ARC
131
Advisor Resource Council
Texas
$308K
PP
132
Patten & Patten
Tennessee
$306K
Betterment LLC
133
Betterment LLC
New York
$299K
C
134
Certuity
Florida
$298K
EWA
135
EP Wealth Advisors
California
$296K
MA
136
MONECO Advisors
Connecticut
$294K
IAA
137
Independent Advisor Alliance
North Carolina
$292K
CD
138
Chapin Davis
Maryland
$282K
UCFA
139
United Capital Financial Advisors
Texas
$281K
TWM
140
Tradition Wealth Management
Minnesota
$279K
Millennium Management
141
Millennium Management
New York
$274K
MBFW
142
Morton Brown Family Wealth
Pennsylvania
$273K
LPAM
143
Lodestar Private Asset Management
California
$272K
GFP
144
Guardian Financial Partners
California
$262K
SWM
145
Selective Wealth Management
Virginia
$260K
MSS
146
Mitchell Sinkler & Starr
Pennsylvania
$255K
GFL
147
GTS FINANCIAL, LLC
Minnesota
$243K
PWAM
148
Private Wealth Asset Management
Iowa
$240K
Baird Financial Group
149
Baird Financial Group
Wisconsin
$233K
PI
150
PFG Investments
New York
$231K