Schwab 1-5 Year Corporate Bond ETF
SCHJ
71 hedge funds and large institutions have $169M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.1% less ownership
Funds ownership: 94.06% → 91.97% (-2.1%)
5% less capital invested
Capital invested by funds: $178M → $169M (-$9.3M)
5% less funds holding
Funds holding: 75 → 71 (-4)
15% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 27
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$4.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.41M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$638K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$544K |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$475K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.18M |
| 2 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$1.81M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$1.76M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.14M |
| 5 |
MHR
Matthew Hamilton Rosenberg
|
-$906K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Citadel Advisors
Miami,
Florida
| – | -$1.14M | -48,100 | Closed |
|
|
OMC
77
Old Mission Capital
Chicago,
Illinois
| – | -$674K | -28,348 | Closed |
|
78
MML Investors Services
Springfield,
Massachusetts
| – | -$415K | -17,434 | Closed |
|
|
GIA
79
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$277K | -11,646 | Closed |
|
|
MFG
80
Merit Financial Group
Alpharetta,
Georgia
| – | -$203K | -8,518 | Closed |
|
|
BAM
81
Belpointe Asset Management
Reno,
Nevada
| – | -$187K | -7,858 | Closed |
|
|
CF
82
Centaurus Financial
Anaheim,
California
| – | -$153K | -6,430 | Closed |
|
|
SPIA
83
Steward Partners Investment Advisory
New York
| – | -$24.8K | -1,044 | Closed |
|
|
IHWM
84
Iron Horse Wealth Management
Johston,
Iowa
| – | -$4.61K | -194 | Closed |
|
|
AWM
85
Avior Wealth Management
Omaha,
Nebraska
| – | -$523 | -22 | Closed |
|
SCHJ Hedge Fund Activity: Q2 2023 in Review
71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2023, worth a combined $169M — down 5.2% from $178M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SCHJ and 10 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 23 added.
The largest buyer was Modera Wealth Management, opening a new position worth an estimated $4.69M. The largest seller was Integrated Wealth Concepts, cutting an estimated $3.18M.
- 71 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2023, down from 75 in Q1 2023.
- Funds reported $169M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2023, down 5.2% quarter-over-quarter.
- 10 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2023 and 13 closed out, a net change of -3 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2023 was Modera Wealth Management, an estimated $4.69M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $3.18M sold.
Based on aggregated 13F filings for Q2 2023.