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Schwab 5-10 Year Corporate Bond ETF

257 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, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
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
CBU
126
CIBC Bancorp USA
Illinois
$355K
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$329K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$327K
QP
129
Quartz Partners
New York
$326K
CWMGO
130
Capstone Wealth Management Group (Oregon)
Oregon
$324K
SFC
131
Swisher Financial Concepts
Ohio
$319K
ARC
132
Advisor Resource Council
Texas
$308K
PP
133
Patten & Patten
Tennessee
$306K
Betterment LLC
134
Betterment LLC
New York
$299K
C
135
Certuity
Florida
$298K
EWA
136
EP Wealth Advisors
California
$296K
MA
137
MONECO Advisors
Connecticut
$294K
IAA
138
Independent Advisor Alliance
North Carolina
$292K
CD
139
Chapin Davis
Maryland
$282K
UCFA
140
United Capital Financial Advisors
Texas
$281K
TWM
141
Tradition Wealth Management
Minnesota
$279K
Millennium Management
142
Millennium Management
New York
$274K
MBFW
143
Morton Brown Family Wealth
Pennsylvania
$273K
LPAM
144
Lodestar Private Asset Management
California
$272K
GFP
145
Guardian Financial Partners
California
$262K
SWM
146
Selective Wealth Management
Virginia
$260K
MSS
147
Mitchell Sinkler & Starr
Pennsylvania
$255K
GF
148
GTS Financial
Minnesota
$243K
PWAM
149
Private Wealth Asset Management
Iowa
$240K
Baird Financial Group
150
Baird Financial Group
Wisconsin
$233K