Schwab 1-5 Year Corporate Bond ETF
SCHJ
79 hedge funds and large institutions have $278M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 3
521% more capital invested
Capital invested by funds: $44.8M → $278M (+$233M)
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
182% more funds holding
Funds holding: 28 → 79 (+51)
62.45% more ownership
Funds ownership: 75.87% → 138.32% (+62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$56.2M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$34.8M |
| 3 |
CFG
Cooper Financial Group
Irvine,
California
|
+$18.2M |
| 4 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
+$13.2M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.9M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$837K |
| 3 |
WCM
Washburn Capital Management
Vero Beach,
Florida
|
-$537K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$212K |
| 5 |
MCP
Mirador Capital Partners
Pleasanton,
California
|
-$48.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EVM
76
Eaton Vance Management
Boston,
Massachusetts
| $7K | +$7.17K | +280 | New |
|
77
Morgan Stanley
New York
| $4K | – | – | – |
|
|
SWM
78
Spire Wealth Management
Mclean,
Virginia
| $4K | +$4.3K | +168 | New |
|
|
AWM
79
Avior Wealth Management
Omaha,
Nebraska
| $1K | -$16.8K | -656 | -93% |
|
80
AssetMark Inc
Concord,
California
| $1K | +$1.28K | +50 | New |
|
|
81
Jane Street
New York
| – | -$1.9M | -74,110 | Closed |
|
|
FTUS
82
Flow Traders U.S.
New York
| – | -$837K | -32,606 | Closed |
|
|
VA
83
Valmark Advisers
Akron,
Ohio
| – | -$212K | -8,268 | Closed |
|
SCHJ Hedge Fund Activity: Q1 2021 in Review
79 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2021, worth a combined $278M — up 521% from $44.8M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SCHJ positions and 3 closed out — a net gain of 51 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Charles Schwab, adding an estimated $56.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.9M sold.
- 79 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2021, up from 28 in Q4 2020.
- Funds reported $278M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2021, up 521% quarter-over-quarter.
- 54 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2021 and 3 closed out, a net change of +51 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2021 was Charles Schwab, an estimated $56.2M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2021 was Jane Street, an estimated $1.9M sold.
Based on aggregated 13F filings for Q1 2021.