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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

116 hedge funds and large institutions have $164M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
38
Reduced
34
Closed
8
Calls
–
Puts
$148K
Net Calls
-$148K
Net Calls Change
-$148K

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$3.28M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.99M
3
Jane Street
Jane Street
New York
+$1.67M
4
VIA
Victrix Investment Advisors
Florida
+$1.48M
5
MWM
Meridian Wealth Management
Kentucky
+$1.16M

Top Sellers

1
VWA
Visionary Wealth Advisors
Illinois
-$1.51M
2
Bank of America
Bank of America
North Carolina
-$1.49M
3
FSG
Financial Strategies Group
Michigan
-$543K
4
SWA
Sightline Wealth Advisors
Connecticut
-$490K
5
SGAM
Stephens Group Asset Management
Arkansas
-$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
LAIC
51
Lederer & Associates Investment Counsel
California
$603K +$1.41K +57 +0.2%
AAS
52
Avantax Advisory Services
Texas
$597K +$33.8K +1,370 +6%
AFG
53
Atomi Financial Group
New York
$590K -$8.5K -345 -1%
CFS
54
Coordinated Financial Services
Colorado
$568K +$6.51K +264 +1%
WPC
55
Wedmont Private Capital
Pennsylvania
$551K +$6.13K +252 +1%
Creative Planning
56
Creative Planning
Kansas
$506K -$24.5K -996 -5%
LFA
57
Level Financial Advisors
New York
$490K +$490K +19,901 New
KWM
58
Kingsview Wealth Management
Oregon
$437K +$45.8K +1,860 +12%
BAM
59
Berkshire Asset Management
Pennsylvania
$435K -$3.53K -144 -0.8%
FFA
60
Farther Finance Advisors
California
$425K +$15.5K +629 +4%
CKAIS
61
Christensen King & Associates Investment Services
Washington
$423K +$615 +25 +0.1%
PWM
62
Perigon Wealth Management
California
$354K +$1.63K +66 +0.5%
LWM
63
Lodestone Wealth Management
Washington
$342K – – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$338K -$3.13K -127 -0.9%
FFN
65
Focus Financial Network
Minnesota
$327K +$1.95K +79 +0.6%
AF
66
Amara Financial
California
$323K -$8.21K -333 -2%
TC
67
TownSquare Capital
Utah
$306K +$306K +12,422 New
Osaic Holdings
68
Osaic Holdings
Arizona
$298K -$272K -11,044 -48%
FA
69
FDx Advisors
Illinois
$291K +$617 +25 +0.2%
CFD
70
Creative Financial Designs
Indiana
$289K +$1.73K +70 +0.6%
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$276K – – –
WAM
72
Worth Asset Management
Texas
$271K – – –
GSEP
73
Golden State Equity Partners
California
$263K +$34.5K +1,400 +15%
MWM
74
Maridea Wealth Management
New York
$258K +$258K +10,482 New
WI
75
WBI Investments
New Jersey
$258K +$258K +10,482 New
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