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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

102 hedge funds and large institutions have $156M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
37
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Meridian Wealth Management
Kentucky
$7.26M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.92M
3
SW
3
SlateStone Wealth
Florida
$2.91M
4
CM
4
Columbus Macro
Pennsylvania
$7.31M
5
FTUS
5
Flow Traders U.S.
New York
$1.58M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Jane Street
2
Jane Street
New York
$1.26M
3
OMC
3
Old Mission Capital
Illinois
$428K
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$225K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
26
Foundations Investment Advisors
Arizona
$1.83M 73,668 +30,914 +72%
CFGSD
27
Compass Financial Group (South Dakota)
South Dakota
$1.73M 69,872 +9,528 +16%
CST
28
Charles Schwab Trust
Nevada
$1.73M 69,646 +12,346 +22%
AFG
29
Altiora Financial Group
Ohio
$1.72M 69,420 – –
SA
30
Sanctuary Advisors
Indiana
$1.66M 135,874 +87,738 +182%
FTUS
31
Flow Traders U.S.
New York
$1.58M 63,592 +63,592 New
CPP
32
Capasso Planning Partners
South Carolina
$1.47M 59,178 -25,572 -30%
MA
33
Mutual Advisors
Nebraska
$1.45M 117,980 +57,912 +96%
CFS
34
Cannon Financial Strategists
Georgia
$1.34M 54,156 – –
Jane Street
35
Jane Street
New York
$1.26M 50,742 -105,260 -67%
CFA
36
Cahill Financial Advisors
Minnesota
$1.25M 50,460 +24 +0%
VA
37
Valmark Advisers
Ohio
$1.11M 44,904 -2,336 -5%
UBS Group
38
UBS Group
Switzerland
$1.1M 44,162 +44,162 New
Ameriprise
39
Ameriprise
Minnesota
$1.06M 42,644 +4,814 +13%
CCA
40
Clearwater Capital Advisors
Illinois
$968K 39,028 +180 +0.5%
UCFA
41
United Capital Financial Advisors
Texas
$900K 36,300 – –
Goldman Sachs
42
Goldman Sachs
New York
$891K 35,914 +35,914 New
SI
43
Stonekeep Investments
New Mexico
$811K 32,700 +870 +3%
VWA
44
Visionary Wealth Advisors
Illinois
$782K 31,528 +31,528 New
WPC
45
Wedmont Private Capital
Pennsylvania
$675K 27,448 +226 +0.8%
C1AG
46
Client 1st Advisory Group
Florida
$646K 26,054 -10,912 -30%
AAS
47
Avantax Advisory Services
Texas
$626K 25,244 +10,560 +72%
RC
48
Roundview Capital
New Jersey
$624K 25,168 -1,690 -6%
LAIC
49
Lederer & Associates Investment Counsel
California
$618K 24,912 +480 +2%
AFG
50
Atomi Financial Group
New York
$588K 23,688 -1,606 -6%
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