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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

99 hedge funds and large institutions have $352M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+21
Holders Change %
+26.92%
% of All Funds
1.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
26
Increased
23
Reduced
44
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$10.9M
2
AIC
2
Ameritas Investment Company
Nebraska
$7.83M
3
CWM
3
CCG Wealth Management
California
$4.79M
4
NAG
4
Northstar Advisory Group
New Jersey
$4.58M
5
Charles Schwab
5
Charles Schwab
California
$88.6M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$41.9M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.58M
3
CFG
3
Cooper Financial Group
California
$13.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.31M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
76
Costello Asset Management
Pennsylvania
$260K 5,100 – –
CCG
77
Capital CS Group
California
$259K 5,076 +269 +6%
IA
78
IFP Advisors
Florida
$237K 4,555 -253 -5%
SIM
79
Stratos Investment Management
Ohio
$222K 4,351 +4,351 New
MFA
80
Mayflower Financial Advisors
Massachusetts
$216K 4,257 +4,257 New
NFG
81
Next Financial Group
Texas
$173K 3,386 -1,981 -37%
RCC
82
Red Cedar Capital
Nebraska
$120K 2,354 +2,354 New
SL
83
Savior LLC
Massachusetts
$98K 1,924 -708 -27%
ACA
84
Atlas Capital Advisors
Wyoming
$79.6K 1,560 – –
BAM
85
Barrett Asset Management
New York
$77K 1,500 +1,500 New
BlackRock
86
BlackRock
New York
$76K 1,484 +1,484 New
FA
87
Fortis Advisors
Pennsylvania
$65K 1,269 -434 -25%
UBS Group
88
UBS Group
Switzerland
$48K 943 +943 New
GI
89
Gradient Investments
Minnesota
$48K 945 +945 New
CFA
90
Cahill Financial Advisors
Minnesota
$47K 914 +914 New
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$43K 859 +420 +96%
Morgan Stanley
92
Morgan Stanley
New York
$21K 421 – –
AWM
93
Avior Wealth Management
Nebraska
$15K 297 -53 -15%
BMD
94
Better Money Decisions
New Mexico
$11K 209 +209 New
AA
95
Ancora Advisors
Ohio
$10K 194 – –
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$3.88K 76 +76 New
BIA
97
Bell Investment Advisors
California
$3K 55 +55 New
T
98
TRUADVICE
Florida
– – -31,444 Closed
NL
99
NWAM LLC
Washington
– – -18,561 Closed
SAM
100
Smithbridge Asset Management
Pennsylvania
– – -8,180 Closed
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4
5