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Schwab 1-5 Year Corporate Bond ETF
SCHJ

113 hedge funds and large institutions have $164M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $162M → $164M (+$2.04M)

3.41% less ownership

Funds ownership: 30.84% → 27.44% (-3.4%)

7% less funds holding

Funds holding: 121 → 113 (-8)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
46
Reduced
26
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
+$5.37M
2
MWM
MFG Wealth Management
Indiana
+$2.98M
3
BAMG
Brand Asset Management Group
Missouri
+$2.09M
4
SWA
Sightline Wealth Advisors
Connecticut
+$1.85M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
ACM
AlphaStar Capital Management
North Carolina
-$4.79M
2
CIA
Cape Investment Advisory
Georgia
-$4.55M
3
HPC
HM Payson & Co
Maine
-$2.69M
4
JCIA
Jackson Creek Investment Advisors
Colorado
-$2.06M
5
VIA
Victrix Investment Advisors
Florida
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
26
Matthew Hamilton Rosenberg
$2.04M +$199 +8 +0%
SA
27
Sanctuary Advisors
Indiana
$2.01M -$38.9K -1,567 -2%
AFG
28
Altiora Financial Group
Ohio
$1.73M – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.66M +$92.2K +3,713 +6%
CFS
30
Cannon Financial Strategists
Georgia
$1.35M – – –
MA
31
Mutual Advisors
Nebraska
$1.31M -$13.5K -545 -1%
Calamos Advisors
32
Calamos Advisors
Illinois
$1.29M +$495K +19,930 +63%
Ameriprise
33
Ameriprise
Minnesota
$1.15M +$2.13K +86 +0.2%
LPL Financial
34
LPL Financial
California
$1.14M -$262K -10,558 -19%
VA
35
Valmark Advisers
Ohio
$1.12M -$4.99K -201 -0.4%
Mariner
36
Mariner
Kansas
$1.04M +$57.1K +2,300 +6%
FFG
37
First Financial Group
North Carolina
$1.01M +$706K +28,415 +235%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$1,000K +$533K +21,457 +115%
CFA
39
Cahill Financial Advisors
Minnesota
$949K +$1.07K +43 +0.1%
Cerity Partners
40
Cerity Partners
New York
$860K – – –
SF
41
Seek First
California
$826K +$9.14K +368 +1%
JP Morgan Chase
42
JP Morgan Chase
New York
$703K +$595K +23,970 +570%
UCFA
43
United Capital Financial Advisors
Texas
$680K -$26.3K -1,060 -4%
CFS
44
Coordinated Financial Services
Colorado
$677K +$121K +4,893 +22%
Creative Planning
45
Creative Planning
Kansas
$667K +$38.2K +1,538 +6%
FFA
46
Farther Finance Advisors
California
$621K -$114K -4,595 -16%
RC
47
Roundview Capital
New Jersey
$592K -$1.49K -60 -0.3%
AFG
48
Atomi Financial Group
New York
$588K +$17.6K +709 +3%
WPC
49
Wedmont Private Capital
Pennsylvania
$576K +$6.33K +255 +1%
SI
50
Stonekeep Investments
New Mexico
$568K +$9.93K +400 +2%
1
2
3 4 5

SCHJ Hedge Fund Activity: Q3 2025 in Review

113 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2025, worth a combined $164M — up 1.3% from $162M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SCHJ and 18 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 46 added.

The largest buyer was Summit Financial, opening a new position worth an estimated $5.37M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $4.79M sold.

  • 113 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2025, down from 121 in Q2 2025.
  • Funds reported $164M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2025, up 1.3% quarter-over-quarter.
  • 18 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2025 and 24 closed out, a net change of -6 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2025 was Summit Financial, an estimated $5.37M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2025 was AlphaStar Capital Management, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2025.