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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

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

53% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 62

12% more funds holding

Funds holding: 229257 (+28)

10% more capital invested

Capital invested by funds: $1.04B → $1.15B (+$108M)

0.49% more ownership

Funds ownership: 10.65%11.14% (+0.49%)

Holders
257
Holders Change
+28
Holders Change %
+12.23%
% of All Funds
3.16%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
58
Increased
95
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
151
PFG Investments
New York
$231K +$1.72K +75 +0.7%
AQR Capital Management
152
AQR Capital Management
Connecticut
$231K +$233K +10,170 New
SC
153
SouthState Corp
Florida
$230K +$233K +10,158 New
HSA
154
HBK Sorce Advisory
Pennsylvania
$230K
CWP
155
Concord Wealth Partners
Virginia
$223K
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$219K -$26.4K -1,150 -11%
RF
157
Rossby Financial
Florida
$217K +$219K +9,556 +30,826%
US Bancorp
158
US Bancorp
Minnesota
$214K +$217K +9,440 New
Wells Fargo
159
Wells Fargo
California
$213K -$167K -7,273 -44%
QCM
160
Quantinno Capital Management
New York
$213K +$215K +9,385 New
NP
161
NorthRock Partners
Minnesota
$211K +$214K +9,316 New
KA
162
Kovack Advisors
Florida
$208K +$619 +27 +0.3%
Financial Engines Advisors
163
Financial Engines Advisors
California
$206K -$7.98K -348 -4%
SLWA
164
San Luis Wealth Advisors
California
$205K +$207K +9,044 New
SFS
165
Sowell Financial Services
Arkansas
$205K -$1.61K -70 -0.8%
FFA
166
Farther Finance Advisors
California
$188K +$3.28K +143 +2%
SPIA
167
Steward Partners Investment Advisory
New York
$164K +$15.5K +675 +10%
MCM
168
MAI Capital Management
Ohio
$157K +$138 +6 +0.1%
NSIM
169
North Star Investment Management
Illinois
$149K +$115 +5 +0.1%
ACA
170
Aptus Capital Advisors
Alabama
$147K
PSB
171
Piscataqua Savings Bank
New Hampshire
$142K
AG
172
AmeriFlex Group
Nevada
$124K +$126K +5,472 New
AF
173
Allworth Financial
California
$123K -$16.4K -714 -12%
RWM
174
RMG Wealth Management
Wisconsin
$116K +$117K +5,102 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$114K +$5.18K +226 +5%