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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

90 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
33
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.57M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.54M
3
CM
3
Columbus Macro
Pennsylvania
$5.25M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.48M
5
GSWM
5
Greenup Street Wealth Management
Michigan
$4.62M

Top Sellers

1
TC
1
TAP Consulting
Missouri
$4.2M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$1.59M
3
Jane Street
3
Jane Street
New York
$4.25M
4
C1AG
4
Client 1st Advisory Group
Florida
$1.03M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$272K
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
26
Cannon Financial Strategists
Georgia
$1.31M 27,078 – –
JCIA
27
Jackson Creek Investment Advisors
Colorado
$1.21M 24,949 +4 +0%
VA
28
Valmark Advisers
Ohio
$1.21M 24,940 +816 +3%
CST
29
Charles Schwab Trust
Nevada
$1.17M 24,269 -2,427 -9%
CFA
30
Cahill Financial Advisors
Minnesota
$1.17M 24,132 +33 +0.1%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
– – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$1.1M 22,718 +1,846 +9%
C1AG
33
Client 1st Advisory Group
Florida
$1.03M 21,199 -6,623 -24%
UCFA
34
United Capital Financial Advisors
Texas
$1.02M 21,110 +2,680 +15%
CFGSD
35
Compass Financial Group (South Dakota)
South Dakota
$901K 18,616 +4,393 +31%
CCA
36
Clearwater Capital Advisors
Illinois
$818K 16,900 +16,900 New
AFG
37
Atomi Financial Group
New York
$713K 14,739 +14,739 New
RC
38
Roundview Capital
New Jersey
$650K 13,429 – –
WPC
39
Wedmont Private Capital
Pennsylvania
$646K 13,391 +13,391 New
MA
40
Mutual Advisors
Nebraska
$633K 13,078 -40 -0.3%
FFA
41
Farther Finance Advisors
California
$615K 12,710 +12,673 +34,251%
LAIC
42
Lederer & Associates Investment Counsel
California
$605K 12,499 -1,711 -12%
Morgan Stanley
43
Morgan Stanley
New York
$586K 12,112 +12,035 +15,630%
Creative Planning
44
Creative Planning
Kansas
$571K 11,801 +3,124 +36%
FSG
45
Financial Strategies Group
Michigan
$559K 11,573 -360 -3%
KWM
46
Kingsview Wealth Management
Oregon
$547K 11,303 -576 -5%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$525K 10,857 +9,003 +486%
CAN
48
Cetera Advisor Networks
California
$497K 10,271 +10,271 New
Ameriprise
49
Ameriprise
Minnesota
$475K 9,827 +1,859 +23%
HI
50
Harbour Investments
Wisconsin
$455K 9,408 +4 +0%
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