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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
OCM
51
Orser Capital Management
Texas
$795K +$795K +31,930 New
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$772K +$772K +31,008 New
Corient Private Wealth
53
Corient Private Wealth
Florida
$757K +$757K +30,398 New
AFG
54
Atomi Financial Group
New York
$708K +$121K +4,866 +21%
GWM
55
Gilpin Wealth Management
Colorado
$619K +$620K +24,875 New
FFA
56
Farther Finance Advisors
California
$607K -$12.3K -492 -2%
UCFA
57
United Capital Financial Advisors
Texas
$598K -$81K -3,250 -12%
RC
58
Roundview Capital
New Jersey
$593K +$2.59K +104 +0.4%
WPC
59
Wedmont Private Capital
Pennsylvania
$583K +$6.3K +253 +1%
Osaic Holdings
60
Osaic Holdings
Arizona
$570K +$162K +6,484 +40%
NF
61
Napier Financial
Massachusetts
$565K +$566K +22,706 New
Betterment LLC
62
Betterment LLC
New York
$541K +$2.49K +100 +0.5%
FGA
63
Fortis Group Advisors
New Jersey
$524K +$523K +20,980 New
FPAS
64
Focus Partners Advisor Solutions
Missouri
$500K -$501K -20,097 -50%
LAIC
65
Lederer & Associates Investment Counsel
California
$494K +$4.26K +171 +0.9%
EWA
66
EverSource Wealth Advisors
Alabama
$478K +$386K +15,500 +420%
CI
67
CacheTech Inc
Utah
$457K +$457K +18,340 New
CIA
68
Concurrent Investment Advisors
Florida
$456K +$119K +4,780 +35%
C1AG
69
Client 1st Advisory Group
Florida
$433K – – –
CST
70
Charles Schwab Trust
Nevada
$427K -$21.3K -855 -5%
CKAIS
71
Christensen King & Associates Investment Services
Washington
$413K -$2.89K -116 -0.7%
BSI
72
Bennett Selby Investments
Maine
$390K +$54.3K +2,180 +16%
LWM
73
Lodestone Wealth Management
Washington
$345K – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$322K -$19.7K -790 -6%
FA
75
FDx Advisors
Illinois
$322K – – –
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.