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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
HI
176
Hoey Investments
Pennsylvania
$46.9K
PWA
177
Principia Wealth Advisory
Texas
$44.2K
VWM
178
Vermillion Wealth Management
Minnesota
$43.9K
TCM
179
Triumph Capital Management
Colorado
$41.3K
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$38.8K
GGI
181
Godsey & Gibb Inc
Virginia
$37.5K
MA
182
MCF Advisors
Kentucky
$33.6K
GCM
183
Gables Capital Management
Florida
$31.7K
RFP
184
Root Financial Partners
California
$28.9K
PFM
185
Phillips Financial Management
Indiana
$28K
BBHC
186
Brown Brothers Harriman & Co
New York
$27.9K
CH
187
CDKV Holdings
Colorado
$26.7K
BSB
188
Bangor Savings Bank
Maine
$23.2K
GSWM
189
Golden State Wealth Management
California
$22.9K
HFS
190
Hantz Financial Services
Michigan
$22K
SIS
191
Sound Income Strategies
Florida
$20.4K
SWM
192
Spire Wealth Management
Virginia
$18.5K
Jones Financial Companies
193
Jones Financial Companies
Missouri
$18.4K
IAIM
194
International Assets Investment Management
Florida
$16.4K
EWA
195
EverSource Wealth Advisors
Alabama
$14.9K
CCMI
196
Creative Capital Management Investments
California
$14.7K
RIL
197
Rothschild Investment LLC
Illinois
$13.7K
CMP
198
Coston McIsaac & Partners
Maine
$12K
SAM
199
Smartleaf Asset Management
Massachusetts
$9.38K
BTI
200
Blue Trust Inc
Georgia
$8.2K