Schwab 1-5 Year Corporate Bond ETF
SCHJ
125 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 15 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 11 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 31
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more capital invested
Capital invested by funds: $220M → $226M (+$6.19M)
2% less funds holding
Funds holding: 127 → 125 (-2)
1.92% less ownership
Funds ownership: 32.74% → 30.82% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$4.69M |
| 2 |
Jane Street
New York
|
+$3.72M |
| 3 |
FA
FF Advisors
Manhattan Beach,
California
|
+$3.46M |
| 4 |
SWA
Sightline Wealth Advisors
Groton,
Connecticut
|
+$3.07M |
| 5 |
HIC
Hamrick Investment Counsel
Seattle,
Washington
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$4.24M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$2.71M |
| 3 |
VFP
Vilga Financial Planning
Fair Lawn,
New Jersey
|
-$1.54M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$1.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
SCHJ Hedge Fund Activity: Q1 2026 in Review
125 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2026, worth a combined $226M — up 2.8% from $220M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SCHJ positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 31 trimmed.
The largest buyer was Waverly Advisors, opening a new position worth an estimated $4.69M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.24M.
- 125 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2026, down from 127 in Q4 2025.
- Funds reported $226M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2026, up 2.8% quarter-over-quarter.
- 15 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2026 and 11 closed out, a net change of +4 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2026 was Waverly Advisors, an estimated $4.69M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $4.24M sold.
Based on aggregated 13F filings for Q1 2026.