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Schwab 5-10 Year Corporate Bond ETF

225 hedge funds and large institutions have $1.03B invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
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
EWA
151
EQ Wealth Advisors
Texas
$147K
PSB
152
Piscataqua Savings Bank
New Hampshire
$144K
AF
153
Allworth Financial
California
$141K
BA
154
Blueline Advisors
New Hampshire
$133K
GRP
155
Global Retirement Partners
California
$125K
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$111K
1IA
157
1620 Investment Advisors
Massachusetts
$110K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$107K
CAL
159
Capital Analysts LLC
Pennsylvania
$105K
BCWM
160
Bartlett & Co Wealth Management
Ohio
$103K
AA
161
Ancora Advisors
Ohio
$97.6K
NS
162
NBC Securities
Alabama
$95.4K
W
163
WealthCollab
Washington
$92.4K
POIA
164
Pin Oak Investment Advisors
Texas
$91K
S
165
SignatureFD
Georgia
$86.7K
LFG
166
Larson Financial Group
Missouri
$78.5K
SGK
167
Steigerwald Gordon & Koch
Virginia
$73.4K
MG
168
MilWealth Group
Wisconsin
$71.6K
PP
169
PFS Partners
New Jersey
$67.7K
APW
170
Aventura Private Wealth
Florida
$58.6K
RWM
171
Rialto Wealth Management
New York
$58.3K
HIA
172
Harbor Investment Advisory
Maryland
$54.8K
Franklin Resources
173
Franklin Resources
California
$51.7K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$51K
CFO
175
CVA Family Office
Colorado
$48.6K