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Schwab 1-5 Year Corporate Bond ETF
SCHJ

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.

New
Increased
Maintained
Reduced
Closed

1,060% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 5

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

27% more capital invested

Capital invested by funds: $278M → $352M (+$74.1M)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 79 → 78 (-1)

25.02% less ownership

Funds ownership: 138.32% → 113.3% (-25%)

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

Rank Fund Capital Flow
1
5L
55I LLC
Massachusetts
+$17.1M
2
C1AG
Client 1st Advisory Group
Florida
+$10.5M
3
PWA
Physician Wealth Advisors
Utah
+$5.81M
4
VFM
Vivid Financial Management
California
+$5.74M
5
HGWM
Horst & Graben Wealth Management
Oregon
+$4.66M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.79M
2
WCM
Washburn Capital Management
Florida
-$2.71M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.44M
4
T
TRUADVICE
Florida
-$972K
5
Creative Planning
Creative Planning
Kansas
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$2.51M +$555K +21,682 +28%
MA
27
Mutual Advisors
Nebraska
$2.26M +$1.51M +59,212 +203%
CFD
28
Creative Financial Designs
Indiana
$2.15M +$572K +22,360 +36%
BAM
29
Belpointe Asset Management
Nevada
$2.01M +$1.19M +46,640 +145%
Bank of America
30
Bank of America
North Carolina
$1.99M +$444K +17,354 +29%
SB
31
Strategic Blueprint
Georgia
$1.94M +$1.34M +52,288 +222%
TFA
32
Teamwork Financial Advisors
Texas
$1.84M +$953K +37,250 +108%
CST
33
Charles Schwab Trust
Nevada
$1.77M +$87.3K +3,412 +5%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.69M +$1.24M +48,520 +275%
T
35
TRUADVICE
Florida
$1.61M -$972K -37,998 -38%
FWP
36
Firethorn Wealth Partners
Georgia
$1.5M +$418K +16,354 +39%
BTWM
37
Baker Tilly Wealth Management
Wisconsin
$1.4M +$490K +19,170 +54%
Luther King Capital Management (LKCM)
38
Luther King Capital Management (LKCM)
Texas
$1.34M – – –
LAIC
39
Lederer & Associates Investment Counsel
California
$1.28M +$313K +12,248 +32%
CAS
40
Cascadia Advisory Services
Oregon
$1.25M +$57.4K +2,246 +5%
IWS
41
Insight Wealth Strategies
California
$1.14M +$254K +9,950 +29%
RFG
42
Range Financial Group
Oregon
$1.13M +$521K +20,386 +86%
WP
43
WealthSource Partners
California
$1.08M +$595K +23,248 +123%
WFC
44
Western Financial Corp
California
$1.07M +$184K +7,208 +21%
NL
45
NWAM LLC
Washington
$950K +$21.4K +838 +2%
PFA
46
Pinnacle Family Advisors
Missouri
$882K +$16K +624 +2%
PA
47
PFG Advisors
Arizona
$882K +$882K +34,480 New
TCA
48
Transcend Capital Advisors
New Jersey
$835K +$115K +4,482 +16%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$833K – – –
BFA
50
Beacon Financial Advisory
Ohio
$832K +$832K +32,516 New
1
2
3 4

SCHJ Hedge Fund Activity: Q2 2021 in Review

78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2021, worth a combined $352M — up 27% from $278M a quarter earlier.

Fund positioning in SCHJ was balanced in Q2 2021: 9 funds opened new positions, 9 closed out, 58 added to existing stakes and 5 trimmed.

The largest buyer was 55I LLC, adding an estimated $17.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.79M sold.

  • 78 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2021, down from 79 in Q1 2021.
  • Funds reported $352M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2021, up 27% quarter-over-quarter.
  • 9 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2021 and 9 closed out, a net change of 0 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2021 was 55I LLC, an estimated $17.1M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2021.