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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

78 hedge funds and large institutions have $352M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.36%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
9
Increased
58
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
1
55I LLC
Massachusetts
$51.8M
2
C1AG
2
Client 1st Advisory Group
Florida
$14.5M
3
PWA
3
Physician Wealth Advisors
Utah
$9.22M
4
VFM
4
Vivid Financial Management
California
$8.97M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$17.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
WCM
2
Washburn Capital Management
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.09M
4
T
4
TRUADVICE
Florida
$1.61M
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$2.51M 49,072 +10,841 +28%
MA
27
Mutual Advisors
Nebraska
$2.26M 44,218 +29,606 +203%
CFD
28
Creative Financial Designs
Indiana
$2.15M 42,041 +11,180 +36%
BAM
29
Belpointe Asset Management
Nevada
$2.01M 39,356 +23,320 +145%
Bank of America
30
Bank of America
North Carolina
$1.99M 38,800 +8,677 +29%
SB
31
Strategic Blueprint
Georgia
$1.94M 37,945 +26,144 +222%
TFA
32
Teamwork Financial Advisors
Texas
$1.84M 35,901 +18,625 +108%
CST
33
Charles Schwab Trust
Nevada
$1.77M 34,628 +1,706 +5%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.69M 33,095 +24,260 +275%
T
35
TRUADVICE
Florida
$1.61M 31,444 -18,999 -38%
FWP
36
Firethorn Wealth Partners
Georgia
$1.5M 29,299 +8,177 +39%
BTWM
37
Baker Tilly Wealth Management
Wisconsin
$1.4M 27,414 +9,585 +54%
Luther King Capital Management (LKCM)
38
Luther King Capital Management (LKCM)
Texas
– – – –
LAIC
39
Lederer & Associates Investment Counsel
California
$1.28M 25,038 +6,124 +32%
CAS
40
Cascadia Advisory Services
Oregon
$1.25M 24,371 +1,123 +5%
IWS
41
Insight Wealth Strategies
California
$1.14M 22,304 +4,975 +29%
RFG
42
Range Financial Group
Oregon
$1.13M 22,015 +10,193 +86%
WP
43
WealthSource Partners
California
$1.08M 21,044 +11,624 +123%
WFC
44
Western Financial Corp
California
$1.07M 20,979 +3,604 +21%
NL
45
NWAM LLC
Washington
$950K 18,561 +419 +2%
PFA
46
Pinnacle Family Advisors
Missouri
$882K 17,242 +312 +2%
PA
47
PFG Advisors
Arizona
$882K 17,240 +17,240 New
TCA
48
Transcend Capital Advisors
New Jersey
$835K 16,311 +2,241 +16%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$833K 16,280 – –
BFA
50
Beacon Financial Advisory
Ohio
$832K 16,258 +16,258 New
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