Schwab 1-5 Year Corporate Bond ETF
SCHJ
76 hedge funds and large institutions have $169M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
7% more funds holding
Funds holding: 71 → 76 (+5)
1% more capital invested
Capital invested by funds: $169M → $169M (+$848K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.67% less ownership
Funds ownership: 91.97% → 91.3% (-0.67%)
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$4.37M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$2.42M |
| 3 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
+$888K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$534K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
| 2 |
Jane Street
New York
|
-$1.01M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$822K |
| 4 |
C1AG
Client 1st Advisory Group
Dunedin,
Florida
|
-$699K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$428K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| $282 | +$283 | +12 | New |
|
|
OSAM
77
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $47 | – | – | – |
|
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.41M | -59,590 | Closed |
|
|
T
79
TNF
Billings,
Montana
| – | -$241K | -10,208 | Closed |
|
|
CAN
80
Cetera Advisor Networks
El Segundo,
California
| – | -$229K | -9,680 | Closed |
|
|
CWA
81
Clearview Wealth Advisors
Salem,
Oregon
| – | -$88.3K | -3,738 | Closed |
|
|
PA
82
Parallel Advisors
San Francisco,
California
| – | -$44.4K | -1,880 | Closed |
|
|
CAS
83
Coppell Advisory Solutions
Coppell,
Texas
| – | -$39.6K | -1,676 | Closed |
|
|
RIA
84
Realta Investment Advisors
Wilmington,
Delaware
| – | -$23.6K | -1,000 | Closed |
|
|
VAG
85
VisionPoint Advisory Group
Dallas,
Texas
| – | -$47 | -2 | Closed |
|
SCHJ Hedge Fund Activity: Q3 2023 in Review
76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2023, worth a combined $169M — up 0.5% from $169M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SCHJ positions and 8 closed out — a net gain of 7 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $4.37M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.
- 76 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2023, up from 71 in Q2 2023.
- Funds reported $169M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2023, up 0.5% quarter-over-quarter.
- 15 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2023 and 8 closed out, a net change of +7 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2023 was HighTower Advisors, an estimated $4.37M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2023 was Susquehanna International Group, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2023.