Schwab 1-5 Year Corporate Bond ETF
SCHJ
121 hedge funds and large institutions have $162M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 12 closing their positions.
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
3% more funds holding
Funds holding: 117 → 121 (+4)
2% less capital invested
Capital invested by funds: $166M → $162M (-$3.9M)
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
1.42% less ownership
Funds ownership: 32.26% → 30.84% (-1.4%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$4.74M |
| 2 |
SW
SlateStone Wealth
Jupiter,
Florida
|
+$911K |
| 3 |
VST
Van Strum & Towne
San Francisco,
California
|
+$886K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$820K |
| 5 |
Calamos Advisors
Naperville,
Illinois
|
+$780K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$2.86M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.48M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$2.03M |
| 4 |
Jane Street
New York
|
-$1.67M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
126
TownSquare Capital
Provo,
Utah
| – | -$306K | -12,422 | Closed |
|
|
SAI
127
Savvy Advisors Inc
New York
| – | -$217K | -8,804 | Closed |
|
|
BCM
128
Brookstone Capital Management
Wheaton,
Illinois
| – | -$214K | -8,677 | Closed |
|
|
SIS
129
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$87.8K | -3,562 | Closed |
|
|
VWA
130
Valued Wealth Advisors
Holladay,
Utah
| – | -$6.33K | -257 | Closed |
|
|
GWM
131
Graybill Wealth Management
Elmhurst,
Illinois
| – | -$3.7K | -150 | Closed |
|
|
PS
132
Principal Securities
Des Moines,
Iowa
| – | -$1.95K | -80 | Closed |
|
133
BlackRock
New York
| – | -$1.58K | -64 | Closed |
|
SCHJ Hedge Fund Activity: Q2 2025 in Review
121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2025, worth a combined $162M — down 2.3% from $166M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SCHJ positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 40 trimmed.
The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $4.74M. The largest seller was Visionary Wealth Advisors, exiting entirely with an estimated $2.86M sold.
- 121 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2025, up from 117 in Q1 2025.
- Funds reported $162M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2025, down 2.3% quarter-over-quarter.
- 16 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2025 and 12 closed out, a net change of +4 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2025 was AlphaStar Capital Management, an estimated $4.74M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2025 was Visionary Wealth Advisors, an estimated $2.86M sold.
Based on aggregated 13F filings for Q2 2025.