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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

99 hedge funds and large institutions have $352M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+21
Holders Change %
+26.92%
% of All Funds
1.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
26
Increased
23
Reduced
44
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$10.9M
2
AIC
2
Ameritas Investment Company
Nebraska
$7.83M
3
CWM
3
CCG Wealth Management
California
$4.79M
4
NAG
4
Northstar Advisory Group
New Jersey
$4.58M
5
Charles Schwab
5
Charles Schwab
California
$88.6M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$41.9M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.58M
3
CFG
3
Cooper Financial Group
California
$13.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.31M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BTWM
51
Baker Tilly Wealth Management
Wisconsin
$951K 18,625 -8,789 -32%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$932K 18,255 +1,975 +12%
PFA
53
Pinnacle Family Advisors
Missouri
$873K 17,105 -137 -0.8%
KWM
54
Kingsview Wealth Management
Oregon
$861K 16,872 +1,711 +11%
CAS
55
Cascadia Advisory Services
Oregon
$845K 16,546 -7,825 -32%
Ameriprise
56
Ameriprise
Minnesota
$845K 16,541 +16,541 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$787K 15,415 +7,928 +106%
WP
58
WealthPLAN Partners
Nebraska
$637K 12,622 -868 -6%
DAS
59
Dynamic Advisor Solutions
Arizona
$623K 12,211 +12,211 New
KAS
60
Kestra Advisory Services
Texas
$583K 11,413 -1,223 -10%
TCA
61
Transcend Capital Advisors
New Jersey
$527K 10,378 -5,933 -36%
CPFP
62
Clear Perspectives Financial Planning
Ohio
$506K 9,907 +949 +11%
BFA
63
Beacon Financial Advisory
Ohio
$489K 9,585 -6,673 -41%
CSIA
64
Charles Schwab Investment Advisory
California
$477K 9,351 +345 +4%
HWMA
65
Heritage Wealth Management (Arizona)
Arizona
$458K 8,970 +473 +6%
Jane Street
66
Jane Street
New York
$437K 8,565 +8,565 New
HighTower Advisors
67
HighTower Advisors
Illinois
$433K 8,474 -421 -5%
AFP
68
Ausdal Financial Partners
Iowa
$425K 8,331 -1,888 -18%
WI
69
WBI Investments
New Jersey
$414K 8,221 +801 +11%
IWC
70
Integrated Wealth Concepts
Massachusetts
$395K 7,743 -5,139 -40%
SFO
71
Stokes Family Office
Louisiana
$339K 6,637 -160 -2%
SAM
72
Strategic Asset Management
Minnesota
$326K 6,399 +6,399 New
CA
73
Cetera Advisors
Colorado
$296K 5,800 -19 -0.3%
ATWA
74
Arbor Trust Wealth Advisors
Michigan
$271K 5,300 – –
RJFSA
75
Raymond James Financial Services Advisors
Florida
$265K 5,195 +5,195 New
1 2
3
4 5