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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

120 hedge funds and large institutions have $347M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
33
Increased
28
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$23.1M
2
WWG
2
West Wealth Group
California
$9.33M
3
T
3
TCWP
Ohio
$7.28M
4
Charles Schwab
4
Charles Schwab
California
$92.2M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.14M

Top Sellers

1
CFG
1
Cooper Financial Group
California
$490K
2
5L
2
55I LLC
Massachusetts
$29.1M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$382K
4
CWM
4
CCG Wealth Management
California
$0
5
NAG
5
Northstar Advisory Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$2.74M 54,233 -32,238 -37%
CF
27
Centaurus Financial
California
$2.72M 53,712 +1,402 +3%
TC
28
TAP Consulting
Missouri
$2.62M 51,789 +51,789 New
VST
29
Van Strum & Towne
California
$2.15M 42,500 +11,175 +36%
PA
30
PFG Advisors
Arizona
$2.14M 42,418 +5,966 +16%
SBWIC
31
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.14M 42,340 +42,340 New
MA
32
Mutual Advisors
Nebraska
$2.11M 41,696 -4,915 -11%
AF
33
Advisornet Financial
Minnesota
$2.09M 41,387 -3,081 -7%
Citadel Advisors
34
Citadel Advisors
Florida
$2.08M 41,105 +13,292 +48%
SB
35
Strategic Blueprint
Georgia
$2.05M 40,495 -8,887 -18%
MHB
36
Midwest Heritage Bank
Iowa
$1.99M 39,301 +39,301 New
CFD
37
Creative Financial Designs
Indiana
$1.85M 36,492 -8,227 -18%
GCM
38
G2 Capital Management
Ohio
$1.74M 34,506 +34,506 New
FNC
39
First National Corp
Massachusetts
$1.67M 33,058 +33,058 New
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M 32,920 -12,246 -27%
HI
41
Harbour Investments
Wisconsin
$1.56M 30,797 -8,934 -22%
CST
42
Charles Schwab Trust
Nevada
$1.56M 30,784 -2,810 -8%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.53M 30,191 -5,233 -15%
OMC
44
Old Mission Capital
Illinois
$1.44M 28,493 +3,960 +16%
CFA
45
Cahill Financial Advisors
Minnesota
$1.42M 28,068 +27,154 +2,971%
LAIC
46
Lederer & Associates Investment Counsel
California
$1.39M 27,447 +2,519 +10%
TFA
47
Teamwork Financial Advisors
Texas
$1.37M 27,172 -11,551 -30%
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
– – – –
AR
49
Apeiron RIA
Texas
$1.27M 25,205 +25,205 New
KWM
50
Kingsview Wealth Management
Oregon
$1.24M 24,475 +7,603 +45%
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