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Schwab 1-5 Year Corporate Bond ETF

82 hedge funds and large institutions have $184M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 8582 (-3)

10.94% less ownership

Funds ownership: 117.38%106.44% (-11%)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

14% less capital invested

Capital invested by funds: $214M → $184M (-$30.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
16
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Blume Capital Management
California
$926K +$949K +40,000 New
CFA
27
Cahill Financial Advisors
Minnesota
$849K -$271K -11,434 -24%
CM
28
Columbus Macro
Pennsylvania
$833K
FNC
29
First National Corp
Massachusetts
$823K -$160K -6,750 -16%
SB
30
Strategic Blueprint
Georgia
$731K -$156K -6,560 -17%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$716K +$67.4K +2,838 +10%
FSG
32
Financial Strategies Group
Michigan
$658K -$104K -4,384 -13%
MHB
33
Midwest Heritage Bank
Iowa
$646K -$108K -4,562 -14%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$623K -$1.89M -79,786 -75%
RFG
35
Range Financial Group
Oregon
$618K -$81.5K -3,432 -11%
Osaic Holdings
36
Osaic Holdings
Arizona
$594K -$8.83K -372 -1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$586K
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$499K -$522 -22 -0.1%
HI
39
Harbour Investments
Wisconsin
$488K
MA
40
Mutual Advisors
Nebraska
$472K -$77.2K -3,252 -14%
SBWIC
41
Schaper Benz & Wise Investment Counsel
Wisconsin
$470K -$892K -37,600 -65%
CFD
42
Creative Financial Designs
Indiana
$434K -$17.8K -752 -4%
LF
43
LifeSteps Financial
California
$433K -$25.9K -1,090 -6%
Creative Planning
44
Creative Planning
Kansas
$406K +$90K +3,792 +28%
PA
45
PFG Advisors
Arizona
$319K +$327K +13,794 New
CWA
46
Clearview Wealth Advisors
Oregon
$299K -$113K -4,780 -27%
HWMA
47
Heritage Wealth Management (Arizona)
Arizona
$294K -$19.9K -840 -6%
CSIA
48
Charles Schwab Investment Advisory
California
$286K -$384K -16,188 -57%
CA
49
Cetera Advisors
Colorado
$269K
T
50
TNF
Montana
$253K -$119K -5,016 -31%

SCHJ Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2022, worth a combined $184M — down 14% from $214M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SCHJ and 13 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 16 added.

The largest buyer was Charles Schwab, adding an estimated $7.34M. The largest seller was Jane Street, cutting an estimated $28.7M.

  • 82 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $184M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 13 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2022 and 15 closed out, a net change of -2 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2022 was Charles Schwab, an estimated $7.34M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2022.