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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

118 hedge funds and large institutions have $158M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
38
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
AlphaStar Capital Management
North Carolina
+$4.79M
2
SW
SlateStone Wealth
Florida
+$919K
3
VST
Van Strum & Towne
California
+$894K
4
KAS
Kestra Advisory Services
Texas
+$828K
5
Calamos Advisors
Calamos Advisors
Illinois
+$787K

Top Sellers

1
VWA
Visionary Wealth Advisors
Illinois
-$2.86M
2
LPL Financial
LPL Financial
California
-$2.51M
3
Mariner
Mariner
Kansas
-$2.05M
4
Jane Street
Jane Street
New York
-$1.67M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$503K +$207K +8,465 +70%
LFA
52
Level Financial Advisors
New York
$494K – – –
KWM
53
Kingsview Wealth Management
Oregon
$488K +$48.5K +1,954 +11%
OMC
54
Old Mission Capital
Illinois
$486K -$181K -7,294 -27%
Citadel Advisors
55
Citadel Advisors
Florida
$470K -$1.54M -61,930 -77%
FPAS
56
Focus Partners Advisor Solutions
Missouri
$465K +$465K +18,737 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$458K -$176K -7,076 -28%
C1AG
58
Client 1st Advisory Group
Florida
$451K -$166K -6,690 -27%
CST
59
Charles Schwab Trust
Nevada
$439K -$360K -14,517 -45%
BAM
60
Berkshire Asset Management
Pennsylvania
$438K -$2.13K -86 -0.5%
CKAIS
61
Christensen King & Associates Investment Services
Washington
$422K -$4.27K -172 -1%
CPP
62
Capasso Planning Partners
South Carolina
$403K -$354K -14,287 -47%
PWM
63
Perigon Wealth Management
California
$359K +$2.33K +94 +0.7%
LWM
64
Lodestone Wealth Management
Washington
$344K – – –
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$341K – – –
Morgan Stanley
66
Morgan Stanley
New York
$338K +$160K +6,444 +90%
FFN
67
Focus Financial Network
Minnesota
$332K +$2.8K +113 +0.9%
SAW
68
Signal Advisors Wealth
Michigan
$307K +$307K +12,384 New
BWP
69
Burling Wealth Partners
Illinois
$304K +$304K +12,240 New
FFG
70
First Financial Group
North Carolina
$300K +$74.1K +2,985 +33%
CFD
71
Creative Financial Designs
Indiana
$293K +$2.51K +101 +0.9%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$278K – – –
FA
73
FDx Advisors
Illinois
$277K -$16K -643 -5%
GSEP
74
Golden State Equity Partners
California
$273K +$7.44K +300 +3%
BPA
75
Beacon Pointe Advisors
California
$264K +$264K +10,636 New
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