Schwab 1-5 Year Corporate Bond

SCHJ • ARCA

Schwab 1-5 Year Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 111 institutional investors hold shares in this ETF, with total holdings valued at $162.2M. Columbus Macro, LLC is the largest holder with a position valued at $10.8M.

Overview

Overview of institutional ownership in SCHJ as of Q3 2025

All Institutions

Institutions: 111
Value Held: $162.2M
Shares Held: 6.5M
Avg Position: $1.5M
Median Position: $433.5K

Hedge Funds

Hedge Funds: 1
Value Held: $2.0M
Shares Held: 81.6K
Avg Position: $2.0M
Median Position: $2.0M

Biggest Investors

Institutions with the largest positions in SCHJ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Columbus Macro, LLC Long Only Manager	Craig Edward Columbus CEO	$10.8M 1.24% of portfolio	433.5K shares	Q4 2023 Held for 1y 11m	$873.6M
Meridian Wealth Management, LLC RIA/Wealth	Gregory Wayne Couch CEO	$9.9M 0.38% of portfolio	395.9K shares	Q3 2024 Held for 1y 2m	$2.6B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$9.4M 0.00% of portfolio	377.8K shares	Q1 2021 Held for 4y 8m	$341.99B
White Wing Wealth Management RIA/Wealth	Clifton Scott Mc Millan Managing Partner	$8.6M 5.34% of portfolio	345.0K shares	Q1 2024 Held for 1y 8m	$161.1M
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$8.4M 0.01% of portfolio	335.0K shares	Q4 2023 Held for 1y 11m	$85.4B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$7.8M 0.01% of portfolio	315.1K shares	Q3 2023 Held for 2y 2m	$65.5B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$6.6M 0.00% of portfolio	265.0K shares	Q2 2020 Held for 5y 5m	$1.33T
Summit Financial, LLC RIA/Wealth	Stanley Gregor CEO	$5.4M 0.08% of portfolio	216.2K shares	Q3 2025 Held for 2 months	$6.5B
M Modera Wealth Management, LLC RIA/Wealth	Thomas Anthony Orecchio CEO	$5.3M 0.06% of portfolio	213.1K shares	Q2 2023 Held for 2y 5m	$8.6B
SlateStone Wealth, LLC RIA/Wealth	Patrick Edward Tylander CEO	$5.2M 0.47% of portfolio	206.7K shares	Q3 2024 Held for 1y 2m	$1.1B

Net Capital Flow

Institutional buying and selling activity for SCHJ in Q3 2025

Traded: +$6.4M
Buyers: 63
Sellers: 48
Total Bought: +$24.5M
Total Sold: −$18.0M
Avg Position: $1.2M

Biggest Buyers

Institution	Net Bought	Current Position
Summit Financial, LLC RIA/Wealth	+$5.4M +216.2K shares	$5.4M 216.2K shares
MFG WEALTH MANAGEMENT, INC. RIA/Wealth	+$3.0M +120.2K shares	$3.0M 120.2K shares
Brand Asset Management Group, Inc. RIA/Wealth	+$2.1M +84.1K shares	$2.1M 84.1K shares
Sightline Wealth Advisors, LLC RIA/Wealth	+$1.9M +74.4K shares	$3.5M 139.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.6M +62.7K shares	$2.0M 81.6K shares
Kestra Advisory Services, LLC RIA/Wealth	+$899.0K +36.0K shares	$5.1M 202.5K shares
First Financial Group Corp RIA/Wealth	+$708.8K +28.4K shares	$1.0M 40.5K shares
JPMORGAN CHASE & CO Institution	+$597.9K +24.0K shares	$702.9K 28.2K shares
Compass Financial Group, INC/SD RIA/Wealth	+$594.3K +23.8K shares	$3.7M 149.1K shares
Cetera Investment Advisers RIA/Wealth	+$584.5K +23.4K shares	$8.4M 335.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
AlphaStar Capital Management, LLC RIA/Wealth	−$4.8M −193.0K shares	Sold Off 0 shares
HM PAYSON & CO RIA/Wealth	−$2.7M −108.3K shares	Sold Off 0 shares
Jackson Creek Investment Advisors LLC Long Only Manager	−$2.1M −83.2K shares	Sold Off 0 shares
Victrix Investment Advisors RIA/Wealth	−$1.5M −60.8K shares	Sold Off 0 shares
F FLOW TRADERS U.S. LLC Institution	−$1.3M −53.8K shares	Sold Off 0 shares
SlateStone Wealth, LLC RIA/Wealth	−$656.3K −26.3K shares	$5.2M 206.7K shares
Essex LLC RIA/Wealth	−$562.3K −22.5K shares	$2.7M 106.3K shares
Kingsview Wealth Management, LLC RIA/Wealth	−$488.3K −19.7K shares	Sold Off 0 shares
O OLD MISSION CAPITAL LLC Institution	−$485.9K −19.6K shares	Sold Off 0 shares
Capasso Planning Partners LLC RIA/Wealth	−$402.6K −16.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCHJ in Q3 2025

New Positions: 12
New Value: $12.2M
Exited Positions: 23
Exited Value: $15.5M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$5.4M 216.2K shares
MFG WEALTH MANAGEMENT, INC. RIA/Wealth	$3.0M 120.2K shares
Brand Asset Management Group, Inc. RIA/Wealth	$2.1M 84.1K shares
HARTLINE INVESTMENT CORP/ RIA/Wealth	$464.6K 18.6K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$337.8K 13.5K shares
B BENNETT SELBY INVESTMENTS LP RIA/Wealth	$336.0K 13.5K shares
R RCS Financial Planning, LLC RIA/Wealth	$287.4K 11.5K shares
D.B. Root & Company, LLC RIA/Wealth	$212.8K 8.5K shares
LGT Financial Advisors LLC RIA/Wealth	$32.6K 1.3K shares
Decker Retirement Planning Inc. RIA/Wealth	$7.0K 280.0 shares

Exited Positions

Institution	Previous Position
AlphaStar Capital Management, LLC RIA/Wealth	$4.8M 193.0K shares
HM PAYSON & CO RIA/Wealth	$2.7M 108.3K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$2.1M 83.2K shares
Victrix Investment Advisors RIA/Wealth	$1.5M 60.8K shares
F FLOW TRADERS U.S. LLC Institution	$1.3M 53.8K shares
Kingsview Wealth Management, LLC RIA/Wealth	$488.3K 19.7K shares
O OLD MISSION CAPITAL LLC Institution	$485.9K 19.6K shares
Capasso Planning Partners LLC RIA/Wealth	$402.6K 16.2K shares
Perigon Wealth Management, LLC RIA/Wealth	$358.5K 14.5K shares
Signal Advisors Wealth, LLC RIA/Wealth	$307.2K 12.4K shares

Options Activity

Institutions with the largest Call and Put options positions in SCHJ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SCHJ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
White Wing Wealth Management RIA/Wealth	Clifton Scott Mc Millan Managing Partner	5.34% $8.6M	345.0K shares	Q1 2024 Held for 1y 8m	$161.1M
MFG WEALTH MANAGEMENT, INC. RIA/Wealth	Michael Ray Mccracken President	2.26% $3.0M	120.2K shares	Q3 2025 Held for 2 months	$132.4M
White & Co Financial Planning Inc RIA/Wealth	James Eric Parker President	2.03% $2.7M	108.0K shares	Q4 2024 Held for 11 months	$132.8M
Sightline Wealth Advisors, LLC RIA/Wealth	Stefan Alexander Pellish Managing Partner	1.57% $3.5M	139.4K shares	Q4 2024 Held for 11 months	$221.5M
Columbus Macro, LLC Long Only Manager	Craig Edward Columbus CEO	1.24% $10.8M	433.5K shares	Q4 2023 Held for 1y 11m	$873.6M
V VAN STRUM & TOWNE INC RIA/Wealth	James Laird Collins Chairman	1.20% $4.1M	163.8K shares	Q3 2021 Held for 4y 2m	$340.4M
PURE PORTFOLIOS HOLDINGS LLC RIA/Wealth	William Allen Weber Managing Partner	1.16% $3.7M	148.3K shares	Q3 2024 Held for 1y 2m	$319.8M
First Financial Group Corp RIA/Wealth	Tommy Glynn Lewis President	0.88% $1.0M	40.5K shares	Q4 2024 Held for 11 months	$115.4M
Seek First Inc. RIA/Wealth	Scott Jason Pearring President	0.59% $826.2K	33.1K shares	Q1 2025 Held for 8 months	$139.1M
Brand Asset Management Group, Inc. RIA/Wealth	Phillip Andrew Daniels President	0.59% $2.1M	84.1K shares	Q3 2025 Held for 2 months	$355.5M

Hedge Fund Spotlight

Discover hedge funds investing in SCHJ

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Schwab 1-5 Year Corporate Bond

Market Value: $2.0M
Shares Held: 81.6K
Portfolio Weight: 0.00%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%