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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$559K +$17.1K +698 +3%
FSG
52
Financial Strategies Group
Michigan
$557K +$547K +22,308 +97%
Osaic Holdings
53
Osaic Holdings
Arizona
$556K +$54.3K +2,212 +11%
Creative Planning
54
Creative Planning
Kansas
$531K +$22.6K +922 +5%
BAM
55
Berkshire Asset Management
Pennsylvania
$483K – – –
HI
56
Harbour Investments
Wisconsin
$467K +$196 +8 +0%
VDBMI
57
Van Den Berg Management I
Texas
$434K +$429K +17,496 New
OMC
58
Old Mission Capital
Illinois
$428K -$1.45M -58,952 -77%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$426K +$44.9K +1,830 +12%
CKAIS
60
Christensen King & Associates Investment Services
Washington
$423K -$2.65K -108 -0.6%
KWM
61
Kingsview Wealth Management
Oregon
$404K -$87.5K -3,568 -18%
BCM
62
Brookstone Capital Management
Illinois
$390K -$299K -12,190 -44%
HF
63
HRT Financial
New York
$389K +$385K +15,700 New
LWM
64
Lodestone Wealth Management
Washington
$344K – – –
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$335K – – –
FFA
66
Farther Finance Advisors
California
$325K +$73.4K +2,994 +30%
FFN
67
Focus Financial Network
Minnesota
$324K +$1.72K +70 +0.5%
JP Morgan Chase
68
JP Morgan Chase
New York
$322K +$5.54K +226 +2%
SGAM
69
Stephens Group Asset Management
Arkansas
$311K +$308K +12,536 New
PWM
70
Perigon Wealth Management
California
$304K -$2.8K -114 -0.9%
FA
71
FDx Advisors
Illinois
$292K -$2.26K -92 -0.8%
CFD
72
Creative Financial Designs
Indiana
$286K -$134K -5,450 -32%
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$278K +$275K +11,220 New
Cerity Partners
74
Cerity Partners
New York
$274K +$271K +11,028 New
WAM
75
Worth Asset Management
Texas
$273K – – –
1 2
3
4 5

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.