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Schwab 1-5 Year Corporate Bond ETF

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

7.23% more ownership

Funds ownership: 113.51%120.74% (+7.2%)

24% less funds holding

Funds holding: 12091 (-29)

33% less capital invested

Capital invested by funds: $347M → $234M (-$113M)

42% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 43

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

68% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 37

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
Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
76
Clear Perspectives Financial Planning
Ohio
$95K -$88.2K -3,568 -48%
UBS Group
77
UBS Group
Switzerland
$84K +$78.9K +3,192 +1,165%
ACA
78
Atlas Capital Advisors
Wyoming
$75.8K
DHGWA
79
Dixon Hughes Goodman Wealth Advisors
North Carolina
$67K +$67.9K +2,744 New
PFA
80
Professional Financial Advisors
Nebraska
$41K -$25.2K -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 +$4.25K +172 +47%
AA
84
Ancora Advisors
Ohio
$9K
BlackRock
85
BlackRock
New York
$7K -$40.6K -1,642 -86%
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$1.83K +74 New
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$3.69K
CIAS
88
CFS Investment Advisory Services
New Jersey
$3K +$7.89M +319,074 +2,084%
RIM
89
Rockbridge Investment Management
New York
$1.45K +$1.48K +60 New
AWM
90
Avior Wealth Management
Nebraska
$1K -$9K -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

SCHJ Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2022, worth a combined $234M — down 33% from $347M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SCHJ and 12 opened new positions — a net loss of 25 holders — while 43 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $20.7M. The largest seller was 55I LLC, cutting an estimated $28.1M.

  • 91 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2022, down from 120 in Q4 2021.
  • Funds reported $234M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 12 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2022 and 37 closed out, a net change of -25 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $20.7M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2022 was 55I LLC, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.