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 13 closing their positions.
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
3% more funds holding
Funds holding: 118 → 121 (+3)
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
4% less capital invested
Capital invested by funds: $170M → $162M (-$7.55M)
2.27% less ownership
Funds ownership: 32.97% → 30.7% (-2.3%)
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 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3.67M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$2.86M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.48M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$2.03M |
| 5 |
Jane Street
New York
|
-$1.67M |
SCHJ Hedge Fund Activity: Q2 2025 in Review
121 of the 7,613 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 4.4% from $170M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SCHJ positions and 13 closed out — a net gain of 3 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 B. Riley Wealth Advisors, exiting entirely with an estimated $3.67M sold.
- 121 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2025, up from 118 in Q1 2025.
- Funds reported $162M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2025, down 4.4% quarter-over-quarter.
- 16 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2025 and 13 closed out, a net change of +3 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 B. Riley Wealth Advisors, an estimated $3.67M sold.
Based on aggregated 13F filings for Q2 2025.