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Schwab 1-5 Year Corporate Bond ETF
SCHJ

127 hedge funds and large institutions have $220M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

34% more capital invested

Capital invested by funds: $164M → $220M (+$55.9M)

12% more funds holding

Funds holding: 113 → 127 (+14)

5.3% more ownership

Funds ownership: 27.44% → 32.74% (+5.3%)

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
25
Increased
47
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIC
Hartline Investment Corp
Illinois
+$13.9M
2
CIA
Cape Investment Advisory
Georgia
+$8.08M
3
SW
SlateStone Wealth
Florida
+$3.38M
4
SWA
Sightline Wealth Advisors
Connecticut
+$2.76M
5
WWWM
White Wing Wealth Management
Texas
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$4.07M
2
MWM
Meridian Wealth Management
Kentucky
-$2.52M
3
Citadel Advisors
Citadel Advisors
Florida
-$985K
4
CCA
Clearwater Capital Advisors
Illinois
-$900K
5
SI
Stonekeep Investments
New Mexico
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$2.03M +$20.4K +819 +1%
Mariner
27
Mariner
Kansas
$2.02M +$982K +39,415 +95%
MHR
28
Matthew Hamilton Rosenberg
$1.98M -$48.4K -1,942 -2%
VIA
29
Victrix Investment Advisors
Florida
$1.79M +$1.79M +71,818 New
CCA
30
Clearwater Capital Advisors
Illinois
$1.73M -$900K -36,120 -34%
AFG
31
Altiora Financial Group
Ohio
$1.73M – – –
YAIA
32
Yanni & Associates Investment Advisors
Pennsylvania
$1.69M +$1.69M +67,987 New
VFP
33
Vilga Financial Planning
New Jersey
$1.54M +$1.54M +61,668 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.49M -$161K -6,460 -10%
FFG
35
First Financial Group
North Carolina
$1.47M +$458K +18,380 +45%
Calamos Advisors
36
Calamos Advisors
Illinois
$1.42M +$138K +5,540 +11%
CFS
37
Cannon Financial Strategists
Georgia
$1.36M +$9.37K +376 +0.7%
VA
38
Valmark Advisers
Ohio
$1.35M +$232K +9,325 +21%
MA
39
Mutual Advisors
Nebraska
$1.32M +$12K +483 +0.9%
Creative Planning
40
Creative Planning
Kansas
$1.3M +$637K +25,567 +96%
MS
41
Monetary Solutions
Ohio
$1.28M +$1.28M +51,555 New
LPL Financial
42
LPL Financial
California
$1.23M +$91.5K +3,672 +8%
JP Morgan Chase
43
JP Morgan Chase
New York
$1.2M +$494K +19,826 +70%
Ameriprise
44
Ameriprise
Minnesota
$1.15M -$1.12K -45 -0.1%
Citadel Advisors
45
Citadel Advisors
Florida
$1.05M -$985K -39,558 -48%
CFA
46
Cahill Financial Advisors
Minnesota
$927K -$20.3K -816 -2%
MI
47
Moneywise Inc
Virginia
$892K +$892K +35,815 New
Cerity Partners
48
Cerity Partners
New York
$858K – – –
SF
49
Seek First
California
$839K +$13.8K +553 +2%
CFS
50
Coordinated Financial Services
Colorado
$812K +$137K +5,482 +20%
1
2
3 4 5

SCHJ Hedge Fund Activity: Q4 2025 in Review

127 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q4 2025, worth a combined $220M — up 34% from $164M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHJ positions and 11 closed out — a net gain of 14 holders — while 47 added to existing stakes and 32 trimmed.

The largest buyer was Hartline Investment Corp, adding an estimated $13.9M. The largest seller was Integrated Wealth Concepts, cutting an estimated $4.07M.

  • 127 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q4 2025, up from 113 in Q3 2025.
  • Funds reported $220M of Schwab 1-5 Year Corporate Bond ETF stock for Q4 2025, up 34% quarter-over-quarter.
  • 25 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q4 2025 and 11 closed out, a net change of +14 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q4 2025 was Hartline Investment Corp, an estimated $13.9M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $4.07M sold.

Based on aggregated 13F filings for Q4 2025.