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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
CMP
201
Coston McIsaac & Partners
Maine
$12K
SAM
202
Smartleaf Asset Management
Massachusetts
$9.38K -$1.22K -53 -12%
BTI
203
Blue Trust Inc
Georgia
$8.2K +$8.23K +357 New
TPCW
204
TD Private Client Wealth
New York
$7.53K -$415 -18 -5%
Simplex Trading
205
Simplex Trading
Illinois
$7.46K +$576 +25 +8%
FFA
206
Founders Financial Alliance
North Carolina
$5.61K
HAP
207
Harbor Asset Planning
Massachusetts
$4.46K +$4.47K +194 New
CA
208
Crewe Advisors
Utah
$4.41K
HWP
209
Highline Wealth Partners
California
$4.04K
CP
210
Camelot Portfolios
Ohio
$3.29K +$3.3K +143 New
FMP
211
Financial Management Professionals
Texas
$3.22K
NWMP
212
Noble Wealth Management PBC
Colorado
$2.94K
QC
213
Quent Capital
New York
$2.76K +$2.77K +120 New
GWM
214
Greenline Wealth Management
Florida
$2.73K +$2.74K +119 New
SL
215
Salomon & Ludwin
Virginia
$2.71K
CAM
216
Costello Asset Management
Pennsylvania
$2.3K
PB
217
Prosperity Bancshares
Texas
$1.47K +$1.48K +64 New
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$1.45K
AAP
219
Arax Advisory Partners
Colorado
$1.38K +$1.38K +60 New
CFG
220
Chapman Financial Group
Hawaii
$1.33K -$277 -12 -17%
AF
221
Advisornet Financial
Minnesota
$1.29K -$11.1K -482 -90%
MWA
222
Medallion Wealth Advisors
Connecticut
$1.29K
FHA
223
Flagship Harbor Advisors
Massachusetts
$1.15K +$1.15K +50 New
GI
224
GAMMA Investing
California
$1.01K -$2.1K -91 -67%
DCM
225
Davis Capital Management
Florida
$1.01K