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Schwab 1-5 Year Corporate Bond ETF
SCHJ

90 hedge funds and large institutions have $215M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0% more capital invested

Capital invested by funds: $214M → $215M (+$1.03M)

0% more funds holding

Funds holding: 90 → 90 (0)

3.24% less ownership

Funds ownership: 109.49% → 106.25% (-3.2%)

Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
35
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$4.88M
2
WWWM
White Wing Wealth Management
Texas
+$4.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.94M
4
TC
TAP Consulting
Missouri
+$2.68M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$19.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.48M
3
MWM
Meridian Wealth Management
Kentucky
-$2.14M
4
Jane Street
Jane Street
New York
-$1.26M
5
Morgan Stanley
Morgan Stanley
New York
-$584K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.71M +$1.71M +70,812 New
AFG
27
Altiora Financial Group
Ohio
$1.68M – – –
MA
28
Mutual Advisors
Nebraska
$1.4M +$767K +31,772 +121%
CST
29
Charles Schwab Trust
Nevada
$1.39M +$221K +9,158 +19%
JCIA
30
Jackson Creek Investment Advisors
Colorado
$1.34M +$131K +5,430 +11%
CFS
31
Cannon Financial Strategists
Georgia
$1.31M – – –
BCM
32
Brookstone Capital Management
Illinois
$1.23M -$299K -12,376 -20%
CFA
33
Cahill Financial Advisors
Minnesota
$1.19M +$25.8K +1,070 +2%
VA
34
Valmark Advisers
Ohio
$1.19M -$15.1K -624 -1%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$1.14M – – –
CFGSD
36
Compass Financial Group (South Dakota)
South Dakota
$1.13M +$231K +9,572 +26%
UCFA
37
United Capital Financial Advisors
Texas
$969K -$51.1K -2,120 -5%
C1AG
38
Client 1st Advisory Group
Florida
$919K -$105K -4,352 -10%
CCA
39
Clearwater Capital Advisors
Illinois
$827K +$10.6K +438 +1%
Ameriprise
40
Ameriprise
Minnesota
$739K +$264K +10,932 +56%
FIA
41
Foundations Investment Advisors
Arizona
$658K +$657K +27,216 New
AFG
42
Atomi Financial Group
New York
$649K -$62.9K -2,606 -9%
WPC
43
Wedmont Private Capital
Pennsylvania
$649K +$5.36K +222 +0.8%
RC
44
Roundview Capital
New Jersey
$649K – – –
CAN
45
Cetera Advisor Networks
California
$629K +$133K +5,500 +27%
LAIC
46
Lederer & Associates Investment Counsel
California
$614K +$10.3K +428 +2%
Osaic Holdings
47
Osaic Holdings
Arizona
$566K -$531K -22,028 -48%
FSG
48
Financial Strategies Group
Michigan
$558K +$1.93K +80 +0.3%
KWM
49
Kingsview Wealth Management
Oregon
$538K -$8.49K -352 -2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$504K +$282K +11,668 +127%
1
2
3 4

SCHJ Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2024, worth a combined $215M — up 0.48% from $214M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SCHJ positions and 9 closed out — a net gain of 2 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $4.88M. The largest seller was Charles Schwab, cutting an estimated $19.3M.

  • 90 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $215M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2024, up 0.48% quarter-over-quarter.
  • 11 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2024 and 9 closed out, a net change of +2 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2024 was Cetera Advisors, an estimated $4.88M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2024 was Charles Schwab, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2024.