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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
Franklin Resources
176
Franklin Resources
California
$51.7K +$51.9K +2,252 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$51K +$51.2K +2,222 New
CFO
178
CVA Family Office
Colorado
$48.6K +$300 +13 +0.6%
HI
179
Hoey Investments
Pennsylvania
$46.9K
PWA
180
Principia Wealth Advisory
Texas
$44.2K +$41.1K +1,781 +1,254%
VWM
181
Vermillion Wealth Management
Minnesota
$43.9K +$44.1K +1,911 New
TCM
182
Triumph Capital Management
Colorado
$41.3K +$41.4K +1,797 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$38.8K +$2.77K +120 +8%
GGI
184
Godsey & Gibb Inc
Virginia
$37.5K
MA
185
MCF Advisors
Kentucky
$33.6K -$26.7K -1,159 -44%
GCM
186
Gables Capital Management
Florida
$31.7K
RFP
187
Root Financial Partners
California
$28.9K +$15.2K +660 +111%
PFM
188
Phillips Financial Management
Indiana
$28K +$28.1K +1,218 New
BBHC
189
Brown Brothers Harriman & Co
New York
$27.9K +$28K +1,213 New
CH
190
CDKV Holdings
Colorado
$26.7K +$26.8K +1,164 New
BSB
191
Bangor Savings Bank
Maine
$23.2K -$15.2K -661 -40%
GSWM
192
Golden State Wealth Management
California
$22.9K +$22.6K +980 +5,444%
HFS
193
Hantz Financial Services
Michigan
$22K +$2.9K +126 +15%
SIS
194
Sound Income Strategies
Florida
$20.4K +$20.5K +890 New
SWM
195
Spire Wealth Management
Virginia
$18.5K +$300 +13 +2%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$18.4K -$11.3K -490 -38%
IAIM
197
International Assets Investment Management
Florida
$16.4K +$16.5K +715 New
EWA
198
EverSource Wealth Advisors
Alabama
$14.9K -$2.44K -106 -14%
CCMI
199
Creative Capital Management Investments
California
$14.7K +$14.4K +625 +3,906%
RIL
200
Rothschild Investment LLC
Illinois
$13.7K +$3.18K +138 +30%