Schwab 1-5 Year Corporate Bond ETF
SCHJ
113 hedge funds and large institutions have $164M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 24 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 26
1% more capital invested
Capital invested by funds: $162M → $164M (+$2.04M)
3.41% less ownership
Funds ownership: 30.84% → 27.44% (-3.4%)
7% less funds holding
Funds holding: 121 → 113 (-8)
25% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 24
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$5.37M |
| 2 |
MWM
MFG Wealth Management
Indianapolis,
Indiana
|
+$2.98M |
| 3 |
BAMG
Brand Asset Management Group
Chesterfield,
Missouri
|
+$2.09M |
| 4 |
SWA
Sightline Wealth Advisors
Groton,
Connecticut
|
+$1.85M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$4.79M |
| 2 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
-$4.55M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
-$2.69M |
| 4 |
JCIA
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
-$2.06M |
| 5 |
VIA
Victrix Investment Advisors
Stuart,
Florida
|
-$1.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGAM
126
Stephens Group Asset Management
Little Rock,
Arkansas
| – | -$219K | -8,821 | Closed |
|
|
HFS
127
Heritage Financial Services
Westwood,
Massachusetts
| – | -$206K | -8,290 | Closed |
|
|
QWM
128
Quaker Wealth Management
Moorestown,
New Jersey
| – | -$149K | -6,000 | Closed |
|
129
Raymond James Financial
St Petersburg,
Florida
| – | -$59.7K | -2,405 | Closed |
|
130
William Blair & Company
Chicago,
Illinois
| – | -$56.1K | -2,262 | Closed |
|
|
SIC
131
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$55.1K | -2,223 | Closed |
|
|
HR
132
Howe & Rusling
Rochester,
New York
| – | -$41.8K | -1,684 | Closed |
|
|
CA
133
Clearstead Advisors
Cleveland,
Ohio
| – | -$27.4K | -1,106 | Closed |
|
|
RFG
134
REAP Financial Group
Austin,
Texas
| – | -$21K | -846 | Closed |
|
135
US Bancorp
Minneapolis,
Minnesota
| – | -$5.95K | -240 | Closed |
|
|
VCM
136
Versant Capital Management
Phoenix,
Arizona
| – | -$1.44K | -58 | Closed |
|
|
LFG
137
Larson Financial Group
St Louis,
Missouri
| – | -$496 | -20 | Closed |
|
SCHJ Hedge Fund Activity: Q3 2025 in Review
113 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2025, worth a combined $164M — up 1.3% from $162M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of SCHJ and 18 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 46 added.
The largest buyer was Summit Financial, opening a new position worth an estimated $5.37M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $4.79M sold.
- 113 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2025, down from 121 in Q2 2025.
- Funds reported $164M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2025, up 1.3% quarter-over-quarter.
- 18 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2025 and 24 closed out, a net change of -6 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2025 was Summit Financial, an estimated $5.37M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2025 was AlphaStar Capital Management, an estimated $4.79M sold.
Based on aggregated 13F filings for Q3 2025.