Schwab 1-5 Year Corporate Bond ETF
SCHJ
28 hedge funds and large institutions have $44.8M invested in Schwab 1-5 Year Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
47% more funds holding
Funds holding: 19 → 28 (+9)
26% less capital invested
Capital invested by funds: $60.4M → $44.8M (-$15.6M)
28.43% less ownership
Funds ownership: 104.29% → 75.87% (-28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
+$2.99M |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
+$1.71M |
| 3 |
WCM
Washburn Capital Management
Vero Beach,
Florida
|
+$1.15M |
| 4 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$968K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$840K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$21.4M |
| 2 |
TI
tru Independence
Portland,
Oregon
|
-$4.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$196K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$43K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Ancora Advisors
Cleveland,
Ohio
| $10K | +$10K | +388 | New |
|
27
Morgan Stanley
New York
| $4K | – | – | – |
|
|
SFS
28
Sowell Financial Services
North Little Rock,
Arkansas
| $3K | +$3.4K | +132 | New |
|
|
TI
29
tru Independence
Portland,
Oregon
| – | -$4.74M | -184,030 | Closed |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$43K | -1,666 | Closed |
|
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -158 | Closed |
|
SCHJ Hedge Fund Activity: Q4 2020 in Review
28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q4 2020, worth a combined $44.8M — down 26% from $60.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SCHJ positions and 3 closed out — a net gain of 9 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Physician Wealth Advisors, opening a new position worth an estimated $2.99M. The largest seller was Charles Schwab, cutting an estimated $21.4M.
- 28 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q4 2020, up from 19 in Q3 2020.
- Funds reported $44.8M of Schwab 1-5 Year Corporate Bond ETF stock for Q4 2020, down 26% quarter-over-quarter.
- 12 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of +9 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q4 2020 was Physician Wealth Advisors, an estimated $2.99M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q4 2020 was Charles Schwab, an estimated $21.4M sold.
Based on aggregated 13F filings for Q4 2020.