Schwab 1-5 Year Corporate Bond ETF
SCHJ
85 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 16 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
3.35% less ownership
Funds ownership: 120.74% → 117.38% (-3.4%)
7% less funds holding
Funds holding: 91 → 85 (-6)
8% less capital invested
Capital invested by funds: $234M → $214M (-$19.1M)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
53% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$6.23M |
| 2 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$5.01M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.59M |
| 4 |
BAM
Baldrige Asset Management
Allentown,
Pennsylvania
|
+$3.43M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.2M |
| 2 |
C1AG
Client 1st Advisory Group
Dunedin,
Florida
|
-$5.71M |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$4.78M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.15M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.12M |
SCHJ Hedge Fund Activity: Q2 2022 in Review
85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2022, worth a combined $214M — down 8.2% from $234M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of SCHJ and 11 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 19 added.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $6.23M. The largest seller was Jane Street, cutting an estimated $10.2M.
- 85 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2022, down from 91 in Q1 2022.
- Funds reported $214M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2022, down 8.2% quarter-over-quarter.
- 11 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2022 and 16 closed out, a net change of -5 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2022 was Atria Wealth Solutions, an estimated $6.23M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2022.