Schwab 1-5 Year Corporate Bond ETF
SCHJ
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.
11% less capital invested
Capital invested by funds: $199M → $178M (-$21.3M)
15.64% less ownership
Funds ownership: 109.7% → 94.06% (-16%)
18% less funds holding
Funds holding: 92 → 75 (-17)
28% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 29
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
67% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KC
Kades & Cheifetz
Berwyn,
Pennsylvania
|
+$643K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$636K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$393K |
| 4 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
+$390K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$8.49M |
| 2 |
Jane Street
New York
|
-$6.82M |
| 3 |
KFS
Kaizen Financial Strategies
Campbell,
California
|
-$1.83M |
| 4 |
RC
Roundview Capital
Princeton,
New Jersey
|
-$1.63M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$994K |
SCHJ Hedge Fund Activity: Q1 2023 in Review
75 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2023, worth a combined $178M — down 11% from $199M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of SCHJ and 7 opened new positions — a net loss of 14 holders — while 29 trimmed existing stakes and 21 added.
The largest buyer was Kades & Cheifetz, adding an estimated $643K. The largest seller was RFP Financial Group, cutting an estimated $8.49M.
- 75 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2023, down from 92 in Q4 2022.
- Funds reported $178M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2023, down 11% quarter-over-quarter.
- 7 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2023 and 21 closed out, a net change of -14 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2023 was Kades & Cheifetz, an estimated $643K added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2023 was RFP Financial Group, an estimated $8.49M sold.
Based on aggregated 13F filings for Q1 2023.