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Schwab 1-5 Year Corporate Bond ETF

91 hedge funds and large institutions have $234M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.23% more ownership

Funds ownership: 113.51%120.74% (+7.2%)

24% less funds holding

Funds holding: 12091 (-29)

33% less capital invested

Capital invested by funds: $347M → $234M (-$113M)

42% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 43

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

68% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 37

Holders
91
Holders Change
-29
Holders Change %
-24.17%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
12
Increased
25
Reduced
43
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$1.19M +$5.34K +216 +0.4%
SB
27
Strategic Blueprint
Georgia
$1.09M -$889K -35,964 -44%
MHB
28
Midwest Heritage Bank
Iowa
$956K -$970K -39,224 -50%
RC
29
Roundview Capital
New Jersey
$954K +$972K +39,306 New
HGWM
30
Horst & Graben Wealth Management
Oregon
$927K -$11.8M -478,048 -93%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$911K +$2.82K +114 +0.3%
CM
32
Columbus Macro
Pennsylvania
$874K
PPW
33
Pinnacle Private Wealth
Massachusetts
$853K +$869K +35,124 New
RFG
34
Range Financial Group
Oregon
$828K -$115K -4,634 -12%
MML Investors Services
35
MML Investors Services
Massachusetts
$737K -$175K -7,096 -19%
MA
36
Mutual Advisors
Nebraska
$727K -$1.32M -53,448 -64%
FSG
37
Financial Strategies Group
Michigan
$687K +$700K +28,298 New
Osaic Holdings
38
Osaic Holdings
Arizona
$567K -$916K -37,036 -61%
Bank of America
39
Bank of America
North Carolina
$554K -$82.3K -3,326 -13%
VA
40
Valmark Advisers
Ohio
$543K +$166K +6,716 +43%
WI
41
WBI Investments
New Jersey
$533K +$142K +5,740 +34%
LF
42
LifeSteps Financial
California
$522K +$532K +21,498 New
FAIM
43
Financial Advocates Investment Management
Washington
$520K -$34.6K -1,400 -6%
VCM
44
Vision Capital Management
Oregon
$515K +$79.4K +3,212 +18%
T
45
TCWP
Ohio
$501K -$6.61M -267,404 -93%
T
46
TNF
Montana
$496K -$3.44M -139,012 -87%
CFD
47
Creative Financial Designs
Indiana
$478K -$1.32M -53,292 -73%
CSIA
48
Charles Schwab Investment Advisory
California
$471K -$214K -8,650 -31%
CWA
49
Clearview Wealth Advisors
Oregon
$443K -$3.98M -160,840 -90%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$411K -$485K -19,600 -54%

SCHJ Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2022, worth a combined $234M — down 33% from $347M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SCHJ and 12 opened new positions — a net loss of 25 holders — while 43 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $20.7M. The largest seller was 55I LLC, cutting an estimated $28.1M.

  • 91 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2022, down from 120 in Q4 2021.
  • Funds reported $234M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 12 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2022 and 37 closed out, a net change of -25 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $20.7M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2022 was 55I LLC, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.