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Schwab 1-5 Year Corporate Bond ETF
SCHJ

89 hedge funds and large institutions have $216M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.18% more ownership

Funds ownership: 106.25% → 106.43% (+0.18%)

0% more capital invested

Capital invested by funds: $215M → $216M (+$306K)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 90 → 89 (-1)

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
35
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWWM
White Wing Wealth Management
Texas
+$2.46M
2
Charles Schwab
Charles Schwab
California
+$2.15M
3
CPP
Capasso Planning Partners
South Carolina
+$2.04M
4
CIA
Cape Investment Advisory
Georgia
+$1.18M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
GSWM
Greenup Street Wealth Management
Michigan
-$4.97M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.62M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.02M
4
BCM
Brookstone Capital Management
Illinois
-$557K
5
HighTower Advisors
HighTower Advisors
Illinois
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$1.46M +$51.4K +2,140 +4%
CFGSD
27
Compass Financial Group (South Dakota)
South Dakota
$1.46M +$326K +13,540 +29%
CIA
28
Cape Investment Advisory
Georgia
$1.44M +$1.18M +49,132 +467%
CST
29
Charles Schwab Trust
Nevada
$1.38M -$9.52K -396 -0.7%
CFS
30
Cannon Financial Strategists
Georgia
$1.31M – – –
CFA
31
Cahill Financial Advisors
Minnesota
$1.22M +$26.5K +1,102 +2%
SA
32
Sanctuary Advisors
Indiana
$1.15M +$1.16M +48,136 New
VA
33
Valmark Advisers
Ohio
$1.14M -$48.5K -2,016 -4%
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
$1.14M – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.04M +$1.04M +43,214 New
FIA
36
Foundations Investment Advisors
Arizona
$1.03M +$374K +15,538 +57%
CCA
37
Clearwater Capital Advisors
Illinois
$938K +$111K +4,610 +13%
Ameriprise
38
Ameriprise
Minnesota
$913K +$174K +7,244 +24%
C1AG
39
Client 1st Advisory Group
Florida
$892K -$26K -1,080 -3%
UCFA
40
United Capital Financial Advisors
Texas
$876K -$91.4K -3,800 -9%
SI
41
Stonekeep Investments
New Mexico
$768K +$765K +31,830 New
BCM
42
Brookstone Capital Management
Illinois
$679K -$557K -23,174 -45%
WPC
43
Wedmont Private Capital
Pennsylvania
$662K +$5.24K +218 +0.8%
RC
44
Roundview Capital
New Jersey
$648K – – –
AFG
45
Atomi Financial Group
New York
$611K -$37.9K -1,578 -6%
LAIC
46
Lederer & Associates Investment Counsel
California
$590K -$23.9K -994 -4%
AGWCA
47
Annis Gardner Whiting Capital Advisors
Florida
$580K +$577K +24,010 New
FSG
48
Financial Strategies Group
Michigan
$555K -$7.26K -302 -1%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$528K +$23.8K +990 +5%
Creative Planning
50
Creative Planning
Kansas
$494K +$94.5K +3,932 +24%
1
2
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SCHJ Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2024, worth a combined $216M — up 0.14% from $215M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SCHJ positions and 10 closed out — a net gain of 1 holder — while 35 added to existing stakes and 30 trimmed.

The largest buyer was White Wing Wealth Management, adding an estimated $2.46M. The largest seller was Greenup Street Wealth Management, exiting entirely with an estimated $4.97M sold.

  • 89 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2024, down from 90 in Q1 2024.
  • Funds reported $216M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2024, up 0.14% quarter-over-quarter.
  • 11 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2024 was White Wing Wealth Management, an estimated $2.46M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2024 was Greenup Street Wealth Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q2 2024.