Schwab 1-5 Year Corporate Bond ETF
SCHJ
118 hedge funds and large institutions have $170M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
18% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 34
7% more funds holding
Funds holding: 110 → 118 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $172M → $170M (-$2.7M)
3.24% less ownership
Funds ownership: 36.21% → 32.97% (-3.2%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $148K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.98M |
| 3 |
Jane Street
New York
|
+$1.66M |
| 4 |
VIA
Victrix Investment Advisors
Stuart,
Florida
|
+$1.48M |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$1.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.48M |
| 3 |
FSG
Financial Strategies Group
Okemos,
Michigan
|
-$543K |
| 4 |
SWA
Sightline Wealth Advisors
Groton,
Connecticut
|
-$487K |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$463K |
SCHJ Hedge Fund Activity: Q1 2025 in Review
118 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2025, worth a combined $170M — down 1.6% from $172M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHJ positions and 9 closed out — a net gain of 12 holders — while 40 added to existing stakes and 34 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $3.26M. The largest seller was Visionary Wealth Advisors, cutting an estimated $1.5M.
- 118 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2025, up from 110 in Q4 2024.
- Funds reported $170M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2025, down 1.6% quarter-over-quarter.
- 21 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2025 and 9 closed out, a net change of +12 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2025 was Kestra Advisory Services, an estimated $3.26M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2025 was Visionary Wealth Advisors, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2025.