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Schwab 5-10 Year Corporate Bond ETF

229 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, 99 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
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
NSIM
151
North Star Investment Management
Illinois
$151K
SPIA
152
Steward Partners Investment Advisory
New York
$151K
ACA
153
Aptus Capital Advisors
Alabama
$149K
EWA
154
EQ Wealth Advisors
Texas
$147K
PSB
155
Piscataqua Savings Bank
New Hampshire
$144K
AF
156
Allworth Financial
California
$141K
BA
157
Blueline Advisors
New Hampshire
$133K
GRP
158
Global Retirement Partners
California
$125K
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$111K
1IA
160
1620 Investment Advisors
Massachusetts
$110K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$107K
BCWM
162
Bartlett & Co Wealth Management
Ohio
$103K
AA
163
Ancora Advisors
Ohio
$97.6K
NS
164
NBC Securities
Alabama
$95.4K
W
165
WealthCollab
Washington
$92.4K
POIA
166
Pin Oak Investment Advisors
Texas
$91K
S
167
SignatureFD
Georgia
$86.7K
LFG
168
Larson Financial Group
Missouri
$78.5K
SGK
169
Steigerwald Gordon & Koch
Virginia
$73.4K
MG
170
MilWealth Group
Wisconsin
$71.6K
PP
171
PFS Partners
New Jersey
$67.7K
SG
172
Sankala Group
Colorado
$61K
APW
173
Aventura Private Wealth
Florida
$58.6K
RWM
174
Rialto Wealth Management
New York
$58.3K
HIA
175
Harbor Investment Advisory
Maryland
$54.8K