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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
TPCW
201
TD Private Client Wealth
New York
$7.53K
Simplex Trading
202
Simplex Trading
Illinois
$7.46K
FFA
203
Founders Financial Alliance
North Carolina
$5.61K
HAP
204
Harbor Asset Planning
Massachusetts
$4.46K
CA
205
Crewe Advisors
Utah
$4.41K
HWP
206
Highline Wealth Partners
California
$4.04K
CP
207
Camelot Portfolios
Ohio
$3.29K
FMP
208
Financial Management Professionals
Texas
$3.22K
NWMP
209
Noble Wealth Management PBC
Colorado
$2.94K
QC
210
Quent Capital
New York
$2.76K
GWM
211
Greenline Wealth Management
Florida
$2.73K
SL
212
Salomon & Ludwin
Virginia
$2.71K
CAM
213
Costello Asset Management
Pennsylvania
$2.3K
PB
214
Prosperity Bancshares
Texas
$1.47K
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$1.45K
AAP
216
Arax Advisory Partners
Colorado
$1.38K
CFG
217
Chapman Financial Group
Hawaii
$1.33K
AF
218
Advisornet Financial
Minnesota
$1.29K
FHA
219
Flagship Harbor Advisors
Massachusetts
$1.15K
GI
220
GAMMA Investing
California
$1.01K
DCM
221
Davis Capital Management
Florida
$1.01K
RF
222
Rossby Financial
Florida
$712
PFBT
223
Parkside Financial Bank & Trust
Missouri
$435
CPG
224
Cornerstone Planning Group
New Jersey
$298
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
$269