Schwab 1-5 Year Corporate Bond ETF
SCHJ
109 hedge funds and large institutions have $172M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
52% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 29
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more capital invested
Capital invested by funds: $156M → $172M (+$15.8M)
7% more funds holding
Funds holding: 102 → 109 (+7)
34.5% less ownership
Funds ownership: 70.62% → 36.12% (-35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.72M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.71M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$3.57M |
| 4 |
SWA
Sightline Wealth Advisors
Groton,
Connecticut
|
+$2.09M |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.92M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$3.61M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.01M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.55M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.45M |
SCHJ Hedge Fund Activity: Q4 2024 in Review
109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q4 2024, worth a combined $172M — up 10% from $156M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SCHJ positions and 10 closed out — a net gain of 7 holders — while 44 added to existing stakes and 29 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $6.72M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.92M sold.
- 109 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q4 2024, up from 102 in Q3 2024.
- Funds reported $172M of Schwab 1-5 Year Corporate Bond ETF stock for Q4 2024, up 10% quarter-over-quarter.
- 17 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q4 2024 and 10 closed out, a net change of +7 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $6.72M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $3.92M sold.
Based on aggregated 13F filings for Q4 2024.