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Schwab 1-5 Year Corporate Bond ETF
SCHJ

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.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

15% more funds holding

Funds holding: 89 → 102 (+13)

28% less capital invested

Capital invested by funds: $216M → $156M (-$59.5M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

35.81% less ownership

Funds ownership: 106.43% → 70.62% (-36%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.46%
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

Rank Fund Capital Flow
1
MWM
Meridian Wealth Management
Kentucky
+$7.18M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.88M
3
SW
SlateStone Wealth
Florida
+$2.88M
4
SA
Sanctuary Advisors
Indiana
+$2.15M
5
CM
Columbus Macro
Pennsylvania
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$83.3M
2
Jane Street
Jane Street
New York
-$2.58M
3
OMC
Old Mission Capital
Illinois
-$1.45M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
5
Bank of America
Bank of America
North Carolina
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$1.83M +$758K +30,914 +72%
CFGSD
27
Compass Financial Group (South Dakota)
South Dakota
$1.73M +$234K +9,528 +16%
CST
28
Charles Schwab Trust
Nevada
$1.73M +$303K +12,346 +22%
AFG
29
Altiora Financial Group
Ohio
$1.72M – – –
SA
30
Sanctuary Advisors
Indiana
$1.66M +$2.15M +87,738 +182%
FTUS
31
Flow Traders U.S.
New York
$1.58M +$1.56M +63,592 New
CPP
32
Capasso Planning Partners
South Carolina
$1.47M -$627K -25,572 -30%
MA
33
Mutual Advisors
Nebraska
$1.45M +$1.42M +57,912 +96%
CFS
34
Cannon Financial Strategists
Georgia
$1.34M – – –
Jane Street
35
Jane Street
New York
$1.26M -$2.58M -105,260 -67%
CFA
36
Cahill Financial Advisors
Minnesota
$1.25M +$589 +24 +0%
VA
37
Valmark Advisers
Ohio
$1.11M -$57.3K -2,336 -5%
UBS Group
38
UBS Group
Switzerland
$1.1M +$1.08M +44,162 New
Ameriprise
39
Ameriprise
Minnesota
$1.06M +$118K +4,814 +13%
CCA
40
Clearwater Capital Advisors
Illinois
$968K +$4.42K +180 +0.5%
UCFA
41
United Capital Financial Advisors
Texas
$900K – – –
Goldman Sachs
42
Goldman Sachs
New York
$891K +$881K +35,914 New
SI
43
Stonekeep Investments
New Mexico
$811K +$21.3K +870 +3%
VWA
44
Visionary Wealth Advisors
Illinois
$782K +$773K +31,528 New
WPC
45
Wedmont Private Capital
Pennsylvania
$675K +$5.54K +226 +0.8%
C1AG
46
Client 1st Advisory Group
Florida
$646K -$268K -10,912 -30%
AAS
47
Avantax Advisory Services
Texas
$626K +$259K +10,560 +72%
RC
48
Roundview Capital
New Jersey
$624K -$41.5K -1,690 -6%
LAIC
49
Lederer & Associates Investment Counsel
California
$618K +$11.8K +480 +2%
AFG
50
Atomi Financial Group
New York
$588K -$39.4K -1,606 -6%
1
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SCHJ Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2024, worth a combined $156M — down 28% from $216M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHJ positions and 11 closed out — a net gain of 14 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Meridian Wealth Management, opening a new position worth an estimated $7.18M. The largest seller was Charles Schwab, exiting entirely with an estimated $83.3M sold.

  • 102 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2024, up from 89 in Q2 2024.
  • Funds reported $156M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2024, down 28% quarter-over-quarter.
  • 25 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2024 and 11 closed out, a net change of +14 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2024 was Meridian Wealth Management, an estimated $7.18M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $83.3M sold.

Based on aggregated 13F filings for Q3 2024.