Who Owns Schwab 1-5 Year Corporate Bond ETF (SCHJ)?Hedge Fund & Institutional Holders

$24.68-0.02 (-0.09%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -5

Price History

$24.29$24.48$24.67$24.86$25.05Sep 24Jun 25Mar 26

SCHJ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
White Wing Wealth ManagementNew Position+427K+$10.6B
Cape Investment Advisory, Inc.New Position+324K+$8.0B
Sightline Wealth Advisors, LLCNew Position+250K+$6.2B
BANK OF AMERICA CORP /DE/Increased+12K+$6.0B
VAN STRUM & TOWNE INC.New Position+178K+$4.4B
Compass Financial Group, INC/SDNew Position+168K+$4.2B
White & Co Financial Planning IncNew Position+108K+$2.7B
Essex LLCNew Position+86K+$2.1B
Victrix Investment AdvisorsNew Position+72K+$1.8B
Altiora Financial Group, LLCNew Position+69K+$1.7B
Calamos Advisors LLCNew Position+57K+$1.4B
Cannon Financial Strategists, Inc.New Position+55K+$1.4B
Valmark Advisers, Inc.New Position+54K+$1.3B
Mutual Advisors, LLCNew Position+53K+$1.3B
MONEYWISE, INC.New Position+36K+$891.0M

SCHJ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-163K-$4.3B
CITADEL ADVISORS LLCDecreased-40K-$1.0B
Clearwater Capital Advisors, LLCDecreased-36K-$904.2M
UNITED CAPITAL FINANCIAL ADVISORS, LLCDecreased-3K-$680.1M
MERCER GLOBAL ADVISORS INC /ADVDecreased-1K-$512.9M
Level Financial AdvisorsClosed Position-18K-$441.2M
BERKSHIRE ASSET MANAGEMENT LLC/PAClosed Position-18K-$440.1M
CAPTRUST FINANCIAL ADVISORSDecreased-790-$342.4M
PFG AdvisorsClosed Position-11K-$274.9M
BURLING WEALTH PARTNERS, LLCDecreased-200-$235.5M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-9K-$233.5M
XY Planning Network, Inc.Closed Position-9K-$220.8M
Dynamic Advisor Solutions LLCClosed Position-9K-$215.7M
WBI INVESTMENTS, LLCDecreased-67-$210.2M
AMERIPRISE FINANCIAL INCDecreased-45-$148.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1White Wing Wealth Management426,746$10.6B6.34%Share
2Cape Investment Advisory, Inc.324,433$8.0B2.46%Share
3Sightline Wealth Advisors, LLC250,184$6.2B2.65%Share
4BANK OF AMERICA CORP /DE/208,916$5.0B0.00%Share
5VAN STRUM & TOWNE INC.177,901$4.4B1.24%Share
6Compass Financial Group, INC/SD167,948$4.2B0.60%Share
7PURE PORTFOLIOS HOLDINGS LLC160,487$4.0B1.20%Share
8MERCER GLOBAL ADVISORS INC /ADV139,728$3.0B0.00%Share
9MFG WEALTH MANAGEMENT, INC.119,573$3.0B2.32%Share
10White & Co Financial Planning Inc107,724$2.7B2.01%Share
11Essex LLC86,309$2.1B0.38%Share
12Brand Asset Management Group, Inc.84,069$2.1B0.59%Share
13Rosenberg Matthew Hamilton79,682$2.0B0.41%Share
14Victrix Investment Advisors71,818$1.8B0.69%Share
15Clearwater Capital Advisors, LLC69,522$1.7B0.14%Share
16Altiora Financial Group, LLC69,420$1.7B0.30%Share
17Calamos Advisors LLC57,208$1.4B0.01%Share
18Cannon Financial Strategists, Inc.54,532$1.4B0.19%Share
19Valmark Advisers, Inc.54,157$1.3B0.02%Share
20Mutual Advisors, LLC52,891$1.3B0.03%Share
21CITADEL ADVISORS LLC42,073$1.0B0.00%Share
22BANK OF AMERICA CORP /DE/68,521$1.0B0.00%Share
23AMERIPRISE FINANCIAL INC44,894$1.0B0.00%Share
24JPMORGAN CHASE & CO43,416$1.0B0.00%Share
25MONEYWISE, INC.35,815$891.0M0.37%Share
26Seek First Inc.33,676$838.0M0.58%Share
27Coordinated Financial Services, Inc.32,620$812.0M0.47%Share
28ORSER CAPITAL MANAGEMENT, LLC31,930$795.0M0.45%Share
29Compound Planning, Inc.28,430$707.0M0.02%Share
30Farther Finance Advisors, LLC24,386$607.0M0.01%Share
31Wedmont Private Capital23,405$583.0M0.02%Share
32Fortis Group Advisors, LLC20,980$524.0M0.09%Share
33CacheTech Inc.18,340$456.0M0.08%Share
34CLIENT 1ST ADVISORY GROUP, LLC17,380$432.0M0.14%Share
35Charles Schwab Trust Co17,138$426.0M0.03%Share
36Christensen, King & Associates Investment Services, Inc.16,583$412.0M0.18%Share
37BENNETT SELBY INVESTMENTS LP15,650$389.0M0.13%Share
38Lodestone Wealth Management LLC13,870$345.0M0.14%Share
39Golden State Equity Partners11,488$286.0M0.05%Share
40Savvy Advisors, Inc.11,168$278.0M0.01%Share
41Mayflower Financial Advisors, LLC10,907$271.0M0.03%Share
42RCS Financial Planning, LLC10,679$265.0M0.11%Share
43Northstar Advisory Group, LLC9,343$232.0M0.08%Share
44D.B. Root & Company, LLC9,350$232.0M0.06%Share
45WorthPointe, LLC8,532$212.0M0.06%Share
46Maridea Wealth Management LLC8,368$208.0M0.03%Share
47Global Trust Asset Management, LLC8,000$199.0M0.08%Share
48VSM Wealth Advisory, LLC3,033$75.0M0.02%Share
49CREATIVE FINANCIAL DESIGNS INC /ADV2,600$64.0M0.00%Share
50COMERICA BANK2,000$49.0M0.00%Share

SCHJ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025123$82.9B+57
Q3 202566$49.2B-46
Q2 2025112$121.9B-4
Q1 2025116$138.7B+19
Q4 202497$1.2T+21
Q3 202476$25.7T+8
Q2 202468$25.1T+5
Q1 202463$16.8T—

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As of Q4 2025, 50 institutional investors hold SCHJ (Schwab 1-5 Year Corporate Bond ETF). The largest holder is White Wing Wealth Management with $10.6B in shares. This quarter, 14 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHJ?

As of Q4 2025, 50 institutional investors report holding SCHJ (Schwab 1-5 Year Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of SCHJ?

The largest institutional holder of SCHJ is White Wing Wealth Management with $10.6B in shares.

Is institutional ownership of SCHJ increasing or decreasing?

This quarter, 14 institutions opened new positions in SCHJ and 5 closed their positions.