SCHI icon

Schwab 5-10 Year Corporate Bond ETF

228 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, 98 increasing their positions, 57 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
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
UCFA
126
United Capital Financial Advisors
Texas
$285K
CWMGO
127
Capstone Wealth Management Group (Oregon)
Oregon
$280K
Cerity Partners
128
Cerity Partners
New York
$276K
MBFW
129
Morton Brown Family Wealth
Pennsylvania
$274K
IAS
130
Integrity Advisory Solutions
Texas
$272K
MSS
131
Mitchell Sinkler & Starr
Pennsylvania
$259K
PGFC
132
Peapack-Gladstone Financial Corp
New Jersey
$248K
PWAM
133
Private Wealth Asset Management
Iowa
$243K
GFP
134
Guardian Financial Partners
California
$236K
HSA
135
HBK Sorce Advisory
Pennsylvania
$233K
PI
136
PFG Investments
New York
$232K
CWP
137
Concord Wealth Partners
Virginia
$226K
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$225K
Financial Engines Advisors
139
Financial Engines Advisors
California
$216K
IAA
140
Independent Advisor Alliance
North Carolina
$216K
CWA
141
Clearview Wealth Advisors
Oregon
$213K
KA
142
Kovack Advisors
Florida
$211K
SFS
143
Sowell Financial Services
Arkansas
$209K
Empower Advisory Group
144
Empower Advisory Group
Colorado
$204K
JWCA
145
J.W. Cole Advisors
Florida
$198K
HI
146
Harbour Investments
Wisconsin
$188K
FFA
147
Farther Finance Advisors
California
$188K
AWM
148
AE Wealth Management
Kansas
$188K
MCM
149
MAI Capital Management
Ohio
$159K
NSIM
150
North Star Investment Management
Illinois
$151K