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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

79 hedge funds and large institutions have $278M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+51
Holders Change %
+182.14%
% of All Funds
1.39%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
54
Increased
15
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$80.1M
2
5L
2
55I LLC
Massachusetts
$34.6M
3
CFG
3
Cooper Financial Group
California
$18.1M
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$13.2M
5
AWM
5
AE Wealth Management
Kansas
$7.58M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
WCM
3
Washburn Capital Management
Florida
$2.71M
4
VA
4
Valmark Advisers
Ohio
$0
5
MCP
5
Mirador Capital Partners
California
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$1.95M +$1.95M +76,462 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.91M +$1.6M +62,768 +523%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$1.86M +72,902 New
CST
29
Charles Schwab Trust
Nevada
$1.68M +$637K +25,022 +61%
CF
30
Centaurus Financial
California
$1.67M +$1.67M +65,690 New
CFD
31
Creative Financial Designs
Indiana
$1.57M +$1.57M +61,722 New
Bank of America
32
Bank of America
North Carolina
$1.54M +$1.19M +46,796 +348%
Luther King Capital Management (LKCM)
33
Luther King Capital Management (LKCM)
Texas
$1.34M – – –
AF
34
Advisornet Financial
Minnesota
$1.27M +$1.27M +49,672 New
CAS
35
Cascadia Advisory Services
Oregon
$1.19M +$1.19M +46,496 New
FWP
36
Firethorn Wealth Partners
Georgia
$1.08M +$1.08M +42,244 New
LAIC
37
Lederer & Associates Investment Counsel
California
$964K +$260K +10,186 +37%
NL
38
NWAM LLC
Washington
$925K +$925K +36,284 New
BTWM
39
Baker Tilly Wealth Management
Wisconsin
$909K +$909K +35,658 New
WFC
40
Western Financial Corp
California
$886K +$886K +34,750 New
IWS
41
Insight Wealth Strategies
California
$883K +$883K +34,658 New
TFA
42
Teamwork Financial Advisors
Texas
$881K +$881K +34,552 New
PFA
43
Pinnacle Family Advisors
Missouri
$863K +$863K +33,860 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$830K +$830K +32,560 New
BAM
45
Belpointe Asset Management
Nevada
$818K +$818K +32,072 New
MA
46
Mutual Advisors
Nebraska
$745K +$745K +29,224 New
TCA
47
Transcend Capital Advisors
New Jersey
$718K +$718K +28,140 New
KWM
48
Kingsview Wealth Management
Oregon
$661K +$33.9K +1,332 +5%
RFG
49
Range Financial Group
Oregon
$603K +$603K +23,644 New
SB
50
Strategic Blueprint
Georgia
$602K +$602K +23,602 New
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