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Schwab 1-5 Year Corporate Bond ETF
SCHJ

125 hedge funds and large institutions have $226M invested in Schwab 1-5 Year Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

3% more capital invested

Capital invested by funds: $220M → $226M (+$6.19M)

2% less funds holding

Funds holding: 127 → 125 (-2)

1.92% less ownership

Funds ownership: 32.74% → 30.82% (-1.9%)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
15
Increased
55
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$4.69M
2
Jane Street
Jane Street
New York
+$3.72M
3
FA
FF Advisors
California
+$3.46M
4
SWA
Sightline Wealth Advisors
Connecticut
+$3.07M
5
HIC
Hamrick Investment Counsel
Washington
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.24M
2
SF
Summit Financial
New Jersey
-$2.71M
3
VFP
Vilga Financial Planning
New Jersey
-$1.54M
4
MWM
Modera Wealth Management
New Jersey
-$1.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$2.19M +$193K +7,774 +10%
BAMG
27
Brand Asset Management Group
Missouri
$2.06M -$18.8K -756 -0.9%
SA
28
Sanctuary Advisors
Indiana
$2.01M -$2.29K -92 -0.1%
MHR
29
Matthew Hamilton Rosenberg
$1.96M -$14K -561 -0.7%
VIA
30
Victrix Investment Advisors
Florida
$1.94M +$162K +6,504 +9%
FIA
31
Foundations Investment Advisors
Arizona
$1.92M -$1.01M -40,501 -34%
Creative Planning
32
Creative Planning
Kansas
$1.91M +$620K +24,916 +48%
FFG
33
First Financial Group
North Carolina
$1.81M +$351K +14,130 +24%
EL
34
Essex LLC
Illinois
$1.77M -$367K -14,738 -17%
AFG
35
Altiora Financial Group
Ohio
$1.72M – – –
RF
36
Rossby Financial
Florida
$1.55M +$1.57M +63,050 New
MI
37
Moneywise Inc
Virginia
$1.51M +$631K +25,366 +71%
VA
38
Valmark Advisers
Ohio
$1.4M +$60.3K +2,426 +4%
MA
39
Mutual Advisors
Nebraska
$1.39M +$85.8K +3,450 +7%
LPL Financial
40
LPL Financial
California
$1.39M +$170K +6,831 +14%
CFS
41
Cannon Financial Strategists
Georgia
$1.36M +$10.6K +426 +0.8%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.32M +$135K +5,415 +11%
MS
43
Monetary Solutions
Ohio
$1.28M +$771 +31 +0.1%
Ameriprise
44
Ameriprise
Minnesota
$1.17M +$32.4K +1,302 +3%
Calamos Advisors
45
Calamos Advisors
Illinois
$1.08M -$339K -13,620 -24%
CFS
46
Coordinated Financial Services
Colorado
$912K +$106K +4,273 +13%
CFA
47
Cahill Financial Advisors
Minnesota
$877K -$43.4K -1,746 -5%
Cerity Partners
48
Cerity Partners
New York
$852K +$99 +4 +0%
FFA
49
Farther Finance Advisors
California
$842K +$244K +9,791 +40%
SF
50
Seek First
California
$834K +$1.42K +57 +0.2%
1
2
3 4 5

SCHJ Hedge Fund Activity: Q1 2026 in Review

125 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2026, worth a combined $226M — up 2.8% from $220M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SCHJ positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $4.69M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.24M.

  • 125 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2026, down from 127 in Q4 2025.
  • Funds reported $226M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2026, up 2.8% quarter-over-quarter.
  • 15 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2026 and 11 closed out, a net change of +4 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2026 was Waverly Advisors, an estimated $4.69M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $4.24M sold.

Based on aggregated 13F filings for Q1 2026.