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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

75 hedge funds and large institutions have $178M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
75
Holders Change
-17
Holders Change %
-18.48%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KC
1
Kades & Cheifetz
Pennsylvania
$2.39M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.14M
3
UCFA
3
United Capital Financial Advisors
Texas
$396K
4
CFS
4
Cannon Financial Strategists
Georgia
$392K
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$4.4M

Top Sellers

1
RFG
1
RFP Financial Group
Georgia
$89.4K
2
Jane Street
2
Jane Street
New York
$5.51M
3
KFS
3
Kaizen Financial Strategies
California
$0
4
RC
4
Roundview Capital
New Jersey
$675K
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
26
Roundview Capital
New Jersey
$675K -$1.64M -69,136 -71%
OMC
27
Old Mission Capital
Illinois
$674K -$1,000K -42,042 -60%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$661K -$610K -25,680 -48%
CFA
29
Cahill Financial Advisors
Minnesota
$619K -$64.7K -2,722 -9%
Osaic Holdings
30
Osaic Holdings
Arizona
$559K -$31.1K -1,308 -5%
CAAS
31
Capital Asset Advisory Services
Michigan
$541K -$50K -2,102 -8%
FSG
32
Financial Strategies Group
Michigan
$512K +$75.3K +3,166 +17%
Creative Planning
33
Creative Planning
Kansas
$464K +$15.6K +654 +3%
HI
34
Harbour Investments
Wisconsin
$447K -$1.24K -52 -0.3%
MML Investors Services
35
MML Investors Services
Massachusetts
$415K -$563K -23,650 -58%
MHB
36
Midwest Heritage Bank
Iowa
$411K -$188K -7,922 -31%
CFD
37
Creative Financial Designs
Indiana
$396K +$23K +968 +6%
UCFA
38
United Capital Financial Advisors
Texas
$396K +$396K +16,632 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$394K – – –
CFS
40
Cannon Financial Strategists
Georgia
$392K +$392K +16,478 New
CS
41
Crescent Sterling
Louisiana
$370K +$57.8K +2,432 +19%
LWM
42
Lodestone Wealth Management
Washington
$362K – – –
WAM
43
Worth Asset Management
Texas
$331K -$22.7K -954 -6%
CFGSD
44
Compass Financial Group (South Dakota)
South Dakota
$300K +$74.3K +3,124 +33%
GIA
45
Gladstone Institutional Advisory
Florida
$277K +$277K +11,646 New
Ameriprise
46
Ameriprise
Minnesota
$267K -$15.4K -646 -5%
UBS Group
47
UBS Group
Switzerland
$255K +$201K +8,442 +371%
CAN
48
Cetera Advisor Networks
California
$252K -$38.2K -1,606 -13%
FFN
49
Focus Financial Network
Minnesota
$251K +$251K +10,558 New
T
50
TNF
Montana
$244K -$8.87K -372 -4%
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