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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIC
Hartline Investment Corp
Winnetka,
Illinois
|
+$13.9M |
| 2 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$8.08M |
| 3 |
SW
SlateStone Wealth
Jupiter,
Florida
|
+$3.38M |
| 4 |
SWA
Sightline Wealth Advisors
Groton,
Connecticut
|
+$2.76M |
| 5 |
WWWM
White Wing Wealth Management
The Wodlands,
Texas
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$4.07M |
| 2 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$2.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$985K |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$900K |
| 5 |
SI
Stonekeep Investments
Sante Fe,
New Mexico
|
-$568K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
126
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $149 | +$125 | +5 | +500% |
|
|
AF
127
Allworth Financial
Folsom,
California
| $53 | – | – | – |
|
|
SI
128
Stonekeep Investments
Sante Fe,
New Mexico
| – | -$568K | -22,778 | Closed |
|
|
LFA
129
Level Financial Advisors
East Amherst,
New York
| – | -$441K | -17,685 | Closed |
|
|
BAM
130
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| – | -$440K | -17,641 | Closed |
|
|
PA
131
PFG Advisors
Phoenix,
Arizona
| – | -$275K | -11,021 | Closed |
|
|
XPN
132
XY Planning Network
Bozeman,
Montana
| – | -$221K | -8,901 | Closed |
|
|
DAS
133
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$216K | -8,646 | Closed |
|
|
LFA
134
LGT Financial Advisors
Dallas,
Texas
| – | -$32.6K | -1,308 | Closed |
|
|
DRP
135
Decker Retirement Planning
Levi,
Utah
| – | -$6.99K | -280 | Closed |
|
|
1IA
136
1620 Investment Advisors
Plymouth,
Massachusetts
| – | -$4.99K | -200 | Closed |
|
|
NC
137
North Capital
Salt Lake City,
Utah
| – | -$524 | -21 | Closed |
|
138
Wells Fargo
San Francisco,
California
| – | -$249 | -10 | Closed |
|
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.