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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

77% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 56

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 223229 (+6)

2% more capital invested

Capital invested by funds: $1.02B → $1.04B (+$18.5M)

0.43% less ownership

Funds ownership: 11.08%10.65% (-0.43%)

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
2.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
42
Increased
99
Reduced
56
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
151
North Star Investment Management
Illinois
$151K +$152K +6,577 New
SPIA
152
Steward Partners Investment Advisory
New York
$151K +$81.7K +3,542 +118%
ACA
153
Aptus Capital Advisors
Alabama
$149K -$59.7K -2,588 -28%
EWA
154
EQ Wealth Advisors
Texas
$147K +$148K +6,408 New
PSB
155
Piscataqua Savings Bank
New Hampshire
$144K +$144K +6,263 New
AF
156
Allworth Financial
California
$141K +$69.8K +3,029 +98%
BA
157
Blueline Advisors
New Hampshire
$133K +$133K +5,789 New
GRP
158
Global Retirement Partners
California
$125K +$124K +5,392 +8,295%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$111K +$89.6K +3,885 +416%
1IA
160
1620 Investment Advisors
Massachusetts
$110K -$6.34K -275 -5%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$107K +$2.37K +103 +2%
BCWM
162
Bartlett & Co Wealth Management
Ohio
$103K -$9.24K -401 -8%
AA
163
Ancora Advisors
Ohio
$97.6K +$98K +4,250 New
NS
164
NBC Securities
Alabama
$95.4K -$138 -6 -0.1%
W
165
WealthCollab
Washington
$92.4K +$92.7K +4,022 New
POIA
166
Pin Oak Investment Advisors
Texas
$91K
S
167
SignatureFD
Georgia
$86.7K
LFG
168
Larson Financial Group
Missouri
$78.5K -$48.3K -2,096 -38%
SGK
169
Steigerwald Gordon & Koch
Virginia
$73.4K +$46K +1,997 +167%
MG
170
MilWealth Group
Wisconsin
$71.6K
PP
171
PFS Partners
New Jersey
$67.7K
SG
172
Sankala Group
Colorado
$61K +$60.5K +2,624 New
APW
173
Aventura Private Wealth
Florida
$58.6K
RWM
174
Rialto Wealth Management
New York
$58.3K -$46.9K -2,036 -45%
HIA
175
Harbor Investment Advisory
Maryland
$54.8K