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Schwab 1-5 Year Corporate Bond ETF
SCHJ

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.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

21% more funds holding

Funds holding: 99 → 120 (+21)

5.43% more ownership

Funds ownership: 108.08% → 113.51% (+5.4%)

1% less capital invested

Capital invested by funds: $352M → $347M (-$4.69M)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

43% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 49

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

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$22.7M
2
Charles Schwab
Charles Schwab
California
+$4.56M
3
FCA
FLC Capital Advisors
California
+$3.18M
4
TC
TAP Consulting
Missouri
+$2.62M
5
SBWIC
Schaper Benz & Wise Investment Counsel
Wisconsin
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
CFG
Cooper Financial Group
California
-$13.1M
2
5L
55I LLC
Massachusetts
-$12.5M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$10.4M
4
CWM
CCG Wealth Management
California
-$4.79M
5
NAG
Northstar Advisory Group
New Jersey
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$2.74M -$1.63M -64,476 -37%
CF
27
Centaurus Financial
California
$2.71M +$71.1K +2,804 +3%
TC
28
TAP Consulting
Missouri
$2.62M +$2.62M +103,578 New
VST
29
Van Strum & Towne
California
$2.15M +$566K +22,350 +36%
PA
30
PFG Advisors
Arizona
$2.14M +$302K +11,932 +16%
SBWIC
31
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.14M +$2.15M +84,680 New
MA
32
Mutual Advisors
Nebraska
$2.11M -$249K -9,830 -11%
AF
33
Advisornet Financial
Minnesota
$2.09M -$156K -6,162 -7%
Citadel Advisors
34
Citadel Advisors
Florida
$2.08M +$674K +26,584 +48%
SB
35
Strategic Blueprint
Georgia
$2.05M -$450K -17,774 -18%
MHB
36
Midwest Heritage Bank
Iowa
$1.99M +$1.99M +78,602 New
CFD
37
Creative Financial Designs
Indiana
$1.84M -$417K -16,454 -18%
GCM
38
G2 Capital Management
Ohio
$1.74M +$1.75M +69,012 New
FNC
39
First National Corp
Massachusetts
$1.67M +$1.68M +66,116 New
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M -$621K -24,492 -27%
HI
41
Harbour Investments
Wisconsin
$1.56M -$453K -17,868 -22%
CST
42
Charles Schwab Trust
Nevada
$1.56M -$142K -5,620 -8%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.53M -$265K -10,466 -15%
OMC
44
Old Mission Capital
Illinois
$1.44M +$201K +7,920 +16%
CFA
45
Cahill Financial Advisors
Minnesota
$1.42M +$1.38M +54,308 +2,971%
LAIC
46
Lederer & Associates Investment Counsel
California
$1.39M +$128K +5,038 +10%
TFA
47
Teamwork Financial Advisors
Texas
$1.37M -$585K -23,102 -30%
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$1.33M – – –
AR
49
Apeiron RIA
Texas
$1.27M +$1.28M +50,410 New
KWM
50
Kingsview Wealth Management
Oregon
$1.24M +$385K +15,206 +45%
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SCHJ Hedge Fund Activity: Q4 2021 in Review

120 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q4 2021, worth a combined $347M — down 1.3% from $352M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SCHJ positions and 9 closed out — a net gain of 24 holders — while 28 added to existing stakes and 49 trimmed.

The largest buyer was Jane Street, adding an estimated $22.7M. The largest seller was Cooper Financial Group, cutting an estimated $13.1M.

  • 120 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q4 2021, up from 99 in Q3 2021.
  • Funds reported $347M of Schwab 1-5 Year Corporate Bond ETF stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 33 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q4 2021 and 9 closed out, a net change of +24 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q4 2021 was Jane Street, an estimated $22.7M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q4 2021 was Cooper Financial Group, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2021.