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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

99 hedge funds and large institutions have $352M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+21
Holders Change %
+26.92%
% of All Funds
1.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
26
Increased
23
Reduced
44
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$10.9M
2
AIC
2
Ameritas Investment Company
Nebraska
$7.83M
3
CWM
3
CCG Wealth Management
California
$4.79M
4
NAG
4
Northstar Advisory Group
New Jersey
$4.58M
5
Charles Schwab
5
Charles Schwab
California
$88.6M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$41.9M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.58M
3
CFG
3
Cooper Financial Group
California
$13.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.31M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$2.67M 52,310 -11,315 -18%
BRWA
27
B. Riley Wealth Advisors
Florida
$2.63M 51,531 -475 -0.9%
SB
28
Strategic Blueprint
Georgia
$2.52M 49,382 +11,437 +30%
MA
29
Mutual Advisors
Nebraska
$2.38M 46,611 +2,393 +5%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$2.31M 45,166 -7,120 -14%
CFD
31
Creative Financial Designs
Indiana
$2.28M 44,719 +2,678 +6%
AF
32
Advisornet Financial
Minnesota
$2.27M 44,468 -15,992 -26%
Bank of America
33
Bank of America
North Carolina
$2.19M 42,814 +4,014 +10%
HI
34
Harbour Investments
Wisconsin
$2.03M 39,731 -9,341 -19%
TFA
35
Teamwork Financial Advisors
Texas
$1.98M 38,723 +2,822 +8%
PA
36
PFG Advisors
Arizona
$1.86M 36,452 +19,212 +111%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.81M 35,424 +2,329 +7%
CST
38
Charles Schwab Trust
Nevada
$1.72M 33,594 -1,034 -3%
VST
39
Van Strum & Towne
California
$1.6M 31,325 +31,325 New
MML Investors Services
40
MML Investors Services
Massachusetts
$1.58M 30,909 -113,020 -79%
Citadel Advisors
41
Citadel Advisors
Florida
$1.42M 27,813 +27,813 New
BAM
42
Belpointe Asset Management
Nevada
$1.4M 27,457 -11,899 -30%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
– – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.31M 25,581 -93,344 -78%
LAIC
45
Lederer & Associates Investment Counsel
California
$1.27M 24,928 -110 -0.4%
OMC
46
Old Mission Capital
Illinois
$1.25M 24,533 +24,533 New
RFG
47
Range Financial Group
Oregon
$1.16M 22,638 +623 +3%
IWS
48
Insight Wealth Strategies
California
$1.12M 21,984 -320 -1%
WP
49
WealthSource Partners
California
$1.12M 21,960 +916 +4%
WFC
50
Western Financial Corp
California
$1.05M 20,464 -515 -2%
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