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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
RIG
1
RiverFront Investment Group
Virginia
$194M +$117K +5,094 +0.1%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$180M +$8.53M +369,831 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$168M -$1.46M -63,456 -0.9%
Raymond James Financial
4
Raymond James Financial
Florida
$57.9M +$1.86M +80,521 +3%
BFG
5
Bouchey Financial Group
New York
$32.8M +$2.74M +118,990 +9%
Ameriprise
6
Ameriprise
Minnesota
$28.7M +$18.8M +814,056 +187%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25M -$247K -10,724 -1%
Bank of America
8
Bank of America
North Carolina
$24.7M -$22.9K -993 -0.1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.7M -$741K -32,124 -4%
LAM
10
L2 Asset Management
Massachusetts
$15M +$81.6K +3,539 +0.5%
WFA
11
WestHill Financial Advisors
California
$13.7M +$65.7K +2,851 +0.5%
Stifel Financial
12
Stifel Financial
Missouri
$12.5M +$888K +38,515 +8%
LPL Financial
13
LPL Financial
California
$12.1M +$2.39M +103,829 +25%
RA
14
Rational Advisors
New York
$11.8M -$603K -26,144 -5%
VST
15
Van Strum & Towne
California
$11.4M +$3.45M +149,689 +43%
CST
16
Charles Schwab Trust
Nevada
$10.9M +$195K +8,479 +2%
William Blair & Company
17
William Blair & Company
Illinois
$9.04M +$915K +39,686 +11%
WWM
18
WT Wealth Management
Arizona
$8.27M +$178K +7,731 +2%
KFS
19
Kaizen Financial Strategies
California
$8.01M +$313K +13,562 +4%
WCFP
20
White & Co Financial Planning
Washington
$7.8M -$12.8K -556 -0.2%
ASN
21
Advisory Services Network
Georgia
$7.74M +$97.9K +4,246 +1%
Mariner
22
Mariner
Kansas
$7.16M +$1.54M +66,749 +27%
VA
23
Vident Advisory
Georgia
$6.55M -$2.27M -98,625 -26%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$5.93M +$712K +30,869 +14%
CJ
25
Caitlin John
Michigan
$5.73M +$5.75M +249,547 New