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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

75 hedge funds and large institutions have $178M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-17
Holders Change %
-18.48%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KC
1
Kades & Cheifetz
Pennsylvania
$2.39M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.14M
3
UCFA
3
United Capital Financial Advisors
Texas
$396K
4
CFS
4
Cannon Financial Strategists
Georgia
$392K
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$4.4M

Top Sellers

1
RFG
1
RFP Financial Group
Georgia
$89.4K
2
Jane Street
2
Jane Street
New York
$5.51M
3
KFS
3
Kaizen Financial Strategies
California
$0
4
RC
4
Roundview Capital
New Jersey
$675K
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$48 – – –
KFS
77
Kaizen Financial Strategies
California
– -$1.83M -77,204 Closed
SB
78
Strategic Blueprint
Georgia
– -$616K -26,294 Closed
FRA
79
FFG Retirement Advisors
Colorado
– -$609K -25,996 Closed
RFG
80
Range Financial Group
Oregon
– -$520K -22,160 Closed
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
– -$386K -16,478 Closed
MA
82
Mutual Advisors
Nebraska
– -$259K -11,066 Closed
HGWM
83
Horst & Graben Wealth Management
Oregon
– -$255K -10,878 Closed
CSIA
84
Charles Schwab Investment Advisory
California
– -$232K -9,906 Closed
IWM
85
IHT Wealth Management
Illinois
– -$205K -8,736 Closed
CWM
86
Curi Wealth Management
North Carolina
– -$201K -8,552 Closed
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
– -$75.7K -3,230 Closed
OWA
88
One Wealth Advisors
California
– -$66.8K -2,848 Closed
ZIG
89
Zullo Investment Group
Pennsylvania
– -$39.7K -1,694 Closed
ACA
90
Atlas Capital Advisors
Wyoming
– -$36.6K -1,560 Closed
NA
91
NewEdge Advisors
Louisiana
– -$35.4K -1,510 Closed
RIA
92
Realta Investment Advisors
Delaware
– -$23.4K -1,000 Closed
PGAM
93
Princeton Global Asset Management
New Jersey
– -$12K -498 Closed
BCM
94
Blume Capital Management
California
– -$4.69K -200 Closed
BlackRock
95
BlackRock
New York
– -$3.94K -168 Closed
GRP
96
Global Retirement Partners
California
– -$2.72K -116 Closed
BWL
97
Bogart Wealth LLC
Virginia
– -$242 -10 Closed
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