SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

126 hedge funds and large institutions have $226M invested in Schwab 1-5 Year Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
51
Atomi Financial Group
New York
$719K
CCA
52
Clearwater Capital Advisors
Illinois
$687K
NF
53
Napier Financial
Massachusetts
$681K
GWM
54
Gilpin Wealth Management
Colorado
$673K
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$613K
GSEP
56
Golden State Equity Partners
California
$600K
UCFA
57
United Capital Financial Advisors
Texas
$594K
RC
58
Roundview Capital
New Jersey
$585K
WPC
59
Wedmont Private Capital
Pennsylvania
$585K
EWA
60
EverSource Wealth Advisors
Alabama
$562K
FGA
61
Fortis Group Advisors
New Jersey
$519K
Osaic Holdings
62
Osaic Holdings
Arizona
$516K
CST
63
Charles Schwab Trust
Nevada
$511K
LAIC
64
Lederer & Associates Investment Counsel
California
$494K
CKAIS
65
Christensen King & Associates Investment Services
Washington
$478K
RFP
66
RCS Financial Planning
Maryland
$476K
FPAS
67
Focus Partners Advisor Solutions
Missouri
$467K
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$460K
C1AG
69
Client 1st Advisory Group
Florida
$430K
SCM
70
Steele Capital Management
Iowa
$427K
BSI
71
Bennett Selby Investments
Maine
$402K
CIA
72
Concurrent Investment Advisors
Florida
$398K
Corient Private Wealth
73
Corient Private Wealth
Florida
$378K
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$360K
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$350K