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Schwab 1-5 Year Corporate Bond ETF
SCHJ

121 hedge funds and large institutions have $162M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 117 → 121 (+4)

2% less capital invested

Capital invested by funds: $166M → $162M (-$3.9M)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

1.42% less ownership

Funds ownership: 32.26% → 30.84% (-1.4%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
39
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
AlphaStar Capital Management
North Carolina
+$4.74M
2
SW
SlateStone Wealth
Florida
+$911K
3
VST
Van Strum & Towne
California
+$886K
4
KAS
Kestra Advisory Services
Texas
+$820K
5
Calamos Advisors
Calamos Advisors
Illinois
+$780K

Top Sellers

Rank Fund Capital Flow
1
VWA
Visionary Wealth Advisors
Illinois
-$2.86M
2
LPL Financial
LPL Financial
California
-$2.48M
3
Mariner
Mariner
Kansas
-$2.03M
4
Jane Street
Jane Street
New York
-$1.67M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
26
Matthew Hamilton Rosenberg
$2.02M -$389K -15,840 -16%
AFG
27
Altiora Financial Group
Ohio
$1.72M – – –
SWA
28
Sightline Wealth Advisors
Connecticut
$1.61M -$7.92K -322 -0.5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.55M -$137K -5,584 -8%
VIA
30
Victrix Investment Advisors
Florida
$1.51M +$6.76K +275 +0.5%
LPL Financial
31
LPL Financial
California
$1.39M -$2.48M -101,031 -64%
CFS
32
Cannon Financial Strategists
Georgia
$1.34M – – –
FTUS
33
Flow Traders U.S.
New York
$1.34M +$489K +19,883 +59%
MA
34
Mutual Advisors
Nebraska
$1.31M +$26.4K +1,075 +2%
Ameriprise
35
Ameriprise
Minnesota
$1.14M -$16K -650 -1%
VA
36
Valmark Advisers
Ohio
$1.12M – – –
Mariner
37
Mariner
Kansas
$975K -$2.03M -82,629 -68%
CFA
38
Cahill Financial Advisors
Minnesota
$943K +$22.3K +906 +2%
Cerity Partners
39
Cerity Partners
New York
$855K – – –
SF
40
Seek First
California
$813K +$8.8K +358 +1%
Calamos Advisors
41
Calamos Advisors
Illinois
$787K +$780K +31,738 New
FFA
42
Farther Finance Advisors
California
$731K +$299K +12,176 +70%
UCFA
43
United Capital Financial Advisors
Texas
$703K -$1.84K -75 -0.3%
Creative Planning
44
Creative Planning
Kansas
$625K +$114K +4,644 +23%
LAIC
45
Lederer & Associates Investment Counsel
California
$606K -$615 -25 -0.1%
RC
46
Roundview Capital
New Jersey
$590K -$37.1K -1,508 -6%
AAS
47
Avantax Advisory Services
Texas
$587K -$14.3K -581 -2%
AFG
48
Atomi Financial Group
New York
$567K -$26.5K -1,077 -4%
WPC
49
Wedmont Private Capital
Pennsylvania
$566K +$6.29K +256 +1%
SI
50
Stonekeep Investments
New Mexico
$555K -$109K -4,416 -16%
1
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3 4 5

SCHJ Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2025, worth a combined $162M — down 2.3% from $166M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SCHJ positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $4.74M. The largest seller was Visionary Wealth Advisors, exiting entirely with an estimated $2.86M sold.

  • 121 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $162M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2025, down 2.3% quarter-over-quarter.
  • 16 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2025 was AlphaStar Capital Management, an estimated $4.74M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2025 was Visionary Wealth Advisors, an estimated $2.86M sold.

Based on aggregated 13F filings for Q2 2025.