Who Owns SCHJ?
Schwab 1-5 Year Corporate Bond ETF — Institutional Ownership & 13F Holdings
$24.77
-0.01 (-0.06%)
Market Cap
$731.5M
Shares Outstanding
29,632,379
Institutional Holders
116
Total Inst. Value
$138.0M
% of Float Held
—
QoQ Holder Change
+54
Institutional data as of Q1 2025
New Positions
34
Closed Positions
15
Increased
32
Decreased
30
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Columbus Macro, LLC | $10.7M | 435,484 |
| 2 | Meridian Wealth Management, LLC | $8.9M | 363,181 |
| 3 | Cetera Investment Advisers | $8.1M | 330,732 |
| 4 | White Wing Wealth ManagementNew | $7.8M | 315,963 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.3M | 296,637 |
| 6 | BANK OF AMERICA CORP /DE/ | $6.9M | 279,474 |
| 7 | Modera Wealth Management, LLC | $5.1M | 206,155 |
| 8 | SlateStone Wealth, LLC | $4.8M | 195,920 |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $4.8M | 195,051 |
| 10 | Cape Investment Advisory, Inc. | $4.4M | 179,280 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Meridian Wealth Management, LLC | +47K | $8.9M |
| White Wing Wealth ManagementNew | +316K | $7.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +288K | $7.3M |
| SlateStone Wealth, LLC | +44K | $4.8M |
| MERCER GLOBAL ADVISORS INC /ADV | +3K | $4.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Visionary Wealth Advisors | -61K | $2.9M |
| BANK OF AMERICA CORP /DE/ | -60K | $6.9M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | -19K | $217K |
| Charles Schwab Trust Co | -16K | $793K |
| Mariner, LLC | -14K | $1.1M |
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Frequently Asked Questions
How many institutional investors hold SCHJ?
As of Q1 2025, 116 institutional investors report holding SCHJ (Schwab 1-5 Year Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most SCHJ?
The largest institutional holder of SCHJ is Columbus Macro, LLC with $10.7M in shares.
Are institutions buying or selling SCHJ?
This quarter, 34 institutions opened new positions in SCHJ and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.