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Schwab 1-5 Year Corporate Bond ETF

82 hedge funds and large institutions have $184M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 8582 (-3)

10.94% less ownership

Funds ownership: 117.38%106.44% (-11%)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

14% less capital invested

Capital invested by funds: $214M → $184M (-$30.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
16
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$233K +$239K +10,054 New
Mariner
52
Mariner
Kansas
$232K +$238K +10,034 New
CWM
53
Curi Wealth Management
North Carolina
$228K +$234K +9,838 New
ATWA
54
Arbor Trust Wealth Advisors
Michigan
$223K
AF
55
Advisornet Financial
Minnesota
$215K -$64.5K -2,716 -23%
QWM
56
Quaker Wealth Management
New Jersey
$215K
MFA
57
Mayflower Financial Advisors
Massachusetts
$210K
KAS
58
Kestra Advisory Services
Texas
$202K -$46.1K -1,942 -18%
IWM
59
IHT Wealth Management
Illinois
$202K +$207K +8,736 New
BAM
60
Belpointe Asset Management
Nevada
$189K -$6.46K -272 -3%
CF
61
Centaurus Financial
California
$156K +$142 +6 +0.1%
UBS Group
62
UBS Group
Switzerland
$122K +$97.9K +4,124 +365%
RCC
63
Red Cedar Capital
Nebraska
$109K
IA
64
IFP Advisors
Florida
$107K +$427 +18 +0.4%
ACA
65
Atlas Capital Advisors
Wyoming
$72.2K
OLVIG
66
Oliver Lagore Vanvalin Investment Group
Michigan
$69K +$66K +2,780 +1,252%
ZIG
67
Zullo Investment Group
Pennsylvania
$58K -$16.1K -678 -21%
WWP
68
WR Wealth Planners
Missouri
$49.8K -$49.5K -2,084 -49%
ACA
69
Aptus Capital Advisors
Alabama
$46K +$47.5K +2,000 New
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$46K +$47.5K +2,000 New
PA
71
Parallel Advisors
California
$44K
GEA
72
Glen Eagle Advisors
New Jersey
$38K
RIA
73
Realta Investment Advisors
Delaware
$23K +$23.7K +1,000 New
MRCM
74
M&R Capital Management
New Jersey
$16K +$11.6K +488 +230%
Morgan Stanley
75
Morgan Stanley
New York
$14K -$4.65K -196 -25%

SCHJ Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2022, worth a combined $184M — down 14% from $214M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SCHJ and 13 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 16 added.

The largest buyer was Charles Schwab, adding an estimated $7.34M. The largest seller was Jane Street, cutting an estimated $28.7M.

  • 82 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $184M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 13 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2022 and 15 closed out, a net change of -2 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2022 was Charles Schwab, an estimated $7.34M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2022.