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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

91 hedge funds and large institutions have $234M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-29
Holders Change %
-24.17%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
12
Increased
25
Reduced
43
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$42.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.09M
3
Charles Schwab
3
Charles Schwab
California
$91.2M
4
TC
4
TAP Consulting
Missouri
$4.24M
5
BAM
5
Baldrige Asset Management
Pennsylvania
$1.59M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$326K
2
HGWM
2
Horst & Graben Wealth Management
Oregon
$927K
3
WWG
3
West Wealth Group
California
$0
4
T
4
TCWP
Ohio
$501K
5
OWA
5
One Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPFP
76
Clear Perspectives Financial Planning
Ohio
$95K -$86.6K -3,568 -48%
UBS Group
77
UBS Group
Switzerland
$84K +$77.4K +3,192 +1,165%
ACA
78
Atlas Capital Advisors
Wyoming
$75.8K – – –
DHGWA
79
Dixon Hughes Goodman Wealth Advisors
North Carolina
$67K +$67K +2,744 New
PFA
80
Professional Financial Advisors
Nebraska
$41K -$24.6K -1,018 -38%
GEA
81
Glen Eagle Advisors
New Jersey
$39.9K – – –
Morgan Stanley
82
Morgan Stanley
New York
$31K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$13K +$4.16K +172 +47%
AA
84
Ancora Advisors
Ohio
$9K – – –
BlackRock
85
BlackRock
New York
$7K -$42.9K -1,642 -86%
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$5K +74 New
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$3.69K – – –
CIAS
88
CFS Investment Advisory Services
New Jersey
$3K +$2.86K +319,074 +2,084%
RIM
89
Rockbridge Investment Management
New York
$1.45K +$1.45K +60 New
AWM
90
Avior Wealth Management
Nebraska
$1K -$4.92K -364 -83%
WWG
91
West Wealth Group
California
– -$9.33M -369,190 Closed
OWA
92
One Wealth Advisors
California
– -$5.67M -224,406 Closed
PWA
93
Physician Wealth Advisors
Utah
– -$5.43M -215,944 Closed
APW
94
Austin Private Wealth
Texas
– -$4M -158,182 Closed
SFS
95
Security Financial Services
Indiana
– -$3.57M -141,086 Closed
GGI
96
GPM Growth Investors
Michigan
– -$3.48M -137,630 Closed
SPAS
97
Spectrum Planning & Advisory Services
California
– -$3.13M -123,818 Closed
PA
98
PFG Advisors
Arizona
– -$2.14M -84,836 Closed
GCM
99
G2 Capital Management
Ohio
– -$1.74M -69,012 Closed
AR
100
Apeiron RIA
Texas
– -$1.27M -50,410 Closed
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