SCHJ icon

Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

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.

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

1
WWWM
1
White Wing Wealth Management
Texas
$6.58M
2
Charles Schwab
2
Charles Schwab
California
$83.3M
3
CPP
3
Capasso Planning Partners
South Carolina
$2.05M
4
CIA
4
Cape Investment Advisory
Georgia
$1.44M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.92M

Top Sellers

1
GSWM
1
Greenup Street Wealth Management
Michigan
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$308K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$1.14M
5
BCM
5
Brookstone Capital Management
Illinois
$679K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$1.46M 60,068 +2,140 +4%
CFGSD
27
Compass Financial Group (South Dakota)
South Dakota
$1.46M 60,344 +13,540 +29%
CIA
28
Cape Investment Advisory
Georgia
$1.44M 59,660 +49,132 +467%
CST
29
Charles Schwab Trust
Nevada
$1.38M 57,300 -396 -0.7%
CFS
30
Cannon Financial Strategists
Georgia
$1.31M 54,156 – –
CFA
31
Cahill Financial Advisors
Minnesota
$1.22M 50,436 +1,102 +2%
SA
32
Sanctuary Advisors
Indiana
$1.15M 48,136 +48,136 New
VA
33
Valmark Advisers
Ohio
$1.14M 47,240 -2,016 -4%
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
– – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.04M 43,214 +43,214 New
FIA
36
Foundations Investment Advisors
Arizona
$1.03M 42,754 +15,538 +57%
CCA
37
Clearwater Capital Advisors
Illinois
$938K 38,848 +4,610 +13%
Ameriprise
38
Ameriprise
Minnesota
$913K 37,830 +7,244 +24%
C1AG
39
Client 1st Advisory Group
Florida
$892K 36,966 -1,080 -3%
UCFA
40
United Capital Financial Advisors
Texas
$876K 36,300 -3,800 -9%
SI
41
Stonekeep Investments
New Mexico
$768K 31,830 +31,830 New
BCM
42
Brookstone Capital Management
Illinois
$679K 27,916 -23,174 -45%
WPC
43
Wedmont Private Capital
Pennsylvania
$662K 27,222 +218 +0.8%
RC
44
Roundview Capital
New Jersey
$648K 26,858 – –
AFG
45
Atomi Financial Group
New York
$611K 25,294 -1,578 -6%
LAIC
46
Lederer & Associates Investment Counsel
California
$590K 24,432 -994 -4%
AGWCA
47
Annis Gardner Whiting Capital Advisors
Florida
$580K 24,010 +24,010 New
FSG
48
Financial Strategies Group
Michigan
$555K 22,924 -302 -1%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$528K 21,854 +990 +5%
Creative Planning
50
Creative Planning
Kansas
$494K 20,474 +3,932 +24%
1
2
3 4 5