We are live on ! Find out more
SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

91 hedge funds and large institutions have $234M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.23% more ownership

Funds ownership: 113.51%120.74% (+7.2%)

24% less funds holding

Funds holding: 12091 (-29)

33% less capital invested

Capital invested by funds: $347M → $234M (-$113M)

42% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 43

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

68% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 37

Holders
91
Holders Change
-29
Holders Change %
-24.17%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
12
Increased
25
Reduced
43
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$406K -$11.9K -482 -3%
HWMA
52
Heritage Wealth Management (Arizona)
Arizona
$402K +$409K +16,550 New
TFA
53
Teamwork Financial Advisors
Texas
$394K -$943K -38,132 -70%
KAS
54
Kestra Advisory Services
Texas
$378K -$158K -6,396 -29%
Creative Planning
55
Creative Planning
Kansas
$336K +$74.7K +3,020 +28%
AF
56
Advisornet Financial
Minnesota
$330K -$1.71M -69,176 -84%
5L
57
55I LLC
Massachusetts
$326K -$28.1M -1,136,098 -99%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$298K +$33.8K +1,366 +13%
CA
59
CoreCap Advisors
Michigan
$290K -$211K -8,532 -42%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$1.34M -54,208 -82%
CA
61
Cetera Advisors
Colorado
$282K
FI
62
FIDELIS iM
Oregon
$265K +$270K +10,932 New
CF
63
Centaurus Financial
California
$262K -$2.39M -96,630 -90%
ATWA
64
Arbor Trust Wealth Advisors
Michigan
$234K
MFA
65
Mayflower Financial Advisors
Massachusetts
$220K -$131K -5,284 -37%
RFN
66
RDA Financial Network
Iowa
$212K +$216K +8,746 New
SWA
67
Stratos Wealth Advisors
Ohio
$210K -$2.85M -115,052 -93%
BAM
68
Belpointe Asset Management
Nevada
$207K -$777K -31,424 -79%
PFS
69
Prospera Financial Services
Texas
$165K -$40.1K -1,622 -19%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$130K +$4.4K +178 +3%
SAM
71
Strategic Asset Management
Minnesota
$119K -$249K -10,050 -67%
WWP
72
WR Wealth Planners
Missouri
$114K +$116K +4,698 New
RCC
73
Red Cedar Capital
Nebraska
$114K
IA
74
IFP Advisors
Florida
$107K -$82.5K -3,334 -44%
ZIG
75
Zullo Investment Group
Pennsylvania
$99K +$65.3K +2,640 +185%

SCHJ Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2022, worth a combined $234M — down 33% from $347M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SCHJ and 12 opened new positions — a net loss of 25 holders — while 43 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $20.7M. The largest seller was 55I LLC, cutting an estimated $28.1M.

  • 91 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2022, down from 120 in Q4 2021.
  • Funds reported $234M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 12 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2022 and 37 closed out, a net change of -25 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $20.7M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2022 was 55I LLC, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.