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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

76 hedge funds and large institutions have $169M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$4.35M
2
ACM
2
AlphaStar Capital Management
North Carolina
$2.41M
3
CFS
3
Cannon Financial Strategists
Georgia
$1.27M
4
Bank of America
4
Bank of America
North Carolina
$5.83M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$962K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$4.44M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$2.1M
4
C1AG
4
Client 1st Advisory Group
Florida
$1.31M
5
Creative Planning
5
Creative Planning
Kansas
$408K
Name Market Value Shares Shares
Change 		Shares
Change %
CFGSD
26
Compass Financial Group (South Dakota)
South Dakota
$668K 14,223 +3,904 +38%
LAIC
27
Lederer & Associates Investment Counsel
California
$667K 14,210 -4,381 -24%
RC
28
Roundview Capital
New Jersey
$631K 13,429 – –
MA
29
Mutual Advisors
Nebraska
$616K 13,118 -322 -2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$602K 12,821 +6,875 +116%
KWM
31
Kingsview Wealth Management
Oregon
$558K 11,879 -957 -7%
FSG
32
Financial Strategies Group
Michigan
$556K 11,933 +2,261 +23%
CFD
33
Creative Financial Designs
Indiana
$556K 11,844 +3,880 +49%
AWM
34
Axxcess Wealth Management
California
$516K 10,983 +10,983 New
CAAS
35
Capital Asset Advisory Services
Michigan
$516K 10,983 -146 -1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$473K 10,063 +10,063 New
HI
37
Harbour Investments
Wisconsin
$442K 9,404 +3 +0%
Creative Planning
38
Creative Planning
Kansas
$408K 8,677 -9,082 -51%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$389K 8,280 – –
WAM
40
Worth Asset Management
Texas
$385K 8,202 -310 -4%
CS
41
Crescent Sterling
Louisiana
$382K 8,140 +123 +2%
Ameriprise
42
Ameriprise
Minnesota
$374K 7,968 -123 -2%
LWM
43
Lodestone Wealth Management
Washington
$358K 7,614 – –
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$346K 7,365 +43 +0.6%
FFN
45
Focus Financial Network
Minnesota
$338K 7,201 +13 +0.2%
LPL Financial
46
LPL Financial
California
$317K 6,760 +656 +11%
AAS
47
Avantax Advisory Services
Texas
$266K 5,669 +864 +18%
GSWM
48
Greenup Street Wealth Management
Michigan
$214K 4,550 +4,550 New
QWM
49
Quaker Wealth Management
New Jersey
$208K 4,430 – –
DAS
50
Dynamic Advisor Solutions
Arizona
$204K 4,341 -1,000 -19%
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