Schwab 1-5 Year Corporate Bond ETF
SCHJ
90 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
27% more capital invested
Capital invested by funds: $169M → $214M (+$44.9M)
18% more funds holding
Funds holding: 76 → 90 (+14)
18.19% more ownership
Funds ownership: 91.3% → 109.49% (+18%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.83M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.42M |
| 3 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$5.13M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.39M |
| 5 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$4.84M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$554K |
| 3 |
Jane Street
New York
|
-$320K |
| 4 |
C1AG
Client 1st Advisory Group
Dunedin,
Florida
|
-$314K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$210K |
SCHJ Hedge Fund Activity: Q4 2023 in Review
90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q4 2023, worth a combined $214M — up 27% from $169M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SCHJ positions and 9 closed out — a net gain of 14 holders — while 33 added to existing stakes and 22 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.83M. The largest seller was TAP Consulting, cutting an estimated $4.84M.
- 90 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q4 2023, up from 76 in Q3 2023.
- Funds reported $214M of Schwab 1-5 Year Corporate Bond ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 23 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $5.83M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q4 2023 was TAP Consulting, an estimated $4.84M sold.
Based on aggregated 13F filings for Q4 2023.