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Schwab 1-5 Year Corporate Bond ETF

82 hedge funds and large institutions have $184M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 8582 (-3)

10.94% less ownership

Funds ownership: 117.38%106.44% (-11%)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

14% less capital invested

Capital invested by funds: $214M → $184M (-$30.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
16
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Ancora Advisors
Ohio
$9K
GRP
77
Global Retirement Partners
California
$9K +$9.16K +386 New
BLC
78
Brown, Lisle/Cummings
Rhode Island
$3.75K +$3.85K +162 New
SAM
79
Strategic Asset Management
Minnesota
$3K -$102K -4,316 -90%
HI
80
Hudock Inc
Pennsylvania
$2K
AWM
81
Avior Wealth Management
Nebraska
$1K
Citadel Advisors
82
Citadel Advisors
Florida
-$2.83M -119,224 Closed
OMC
83
Old Mission Capital
Illinois
-$1.98M -83,526 Closed
VCM
84
Vision Capital Management
Oregon
-$759K -31,972 Closed
AWM
85
AE Wealth Management
Kansas
-$380K -16,016 Closed
TFA
86
Teamwork Financial Advisors
Texas
-$296K -12,486 Closed
T
87
TCWP
Ohio
-$226K -9,534 Closed
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
-$204K -8,612 Closed
CA
89
CoreCap Advisors
Michigan
-$127K -5,338 Closed
PFS
90
Prospera Financial Services
Texas
-$20K -828 Closed
CTC
91
Central Trust Company
Missouri
-$11K -476 Closed
BMD
92
Better Money Decisions
New Mexico
-$10K -418 Closed
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
-$5K -208 Closed
BA
94
Ballast Advisors
Minnesota
-$3K -128 Closed
RIM
95
Rockbridge Investment Management
New York
-$1.8K -76 Closed

SCHJ Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2022, worth a combined $184M — down 14% from $214M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SCHJ and 13 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 16 added.

The largest buyer was Charles Schwab, adding an estimated $7.34M. The largest seller was Jane Street, cutting an estimated $28.7M.

  • 82 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $184M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 13 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2022 and 15 closed out, a net change of -2 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2022 was Charles Schwab, an estimated $7.34M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2022.