SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

90 hedge funds and large institutions have $215M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
35
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$55K -$467K -19,424 -89%
AF
77
Advisornet Financial
Minnesota
$35.8K
WWP
78
WR Wealth Planners
Missouri
$22.5K +$22.5K +934 New
PS
79
Principal Securities
Iowa
$16K
UBS Group
80
UBS Group
Switzerland
$13.1K -$628 -26 -5%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$11.5K
BIM
82
Breakwater Investment Management
Washington
$9.81K +$9.81K +406 New
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$9.45K +$9.45K +394 New
NS
84
NBC Securities
Alabama
$9K
FAM
85
Family Asset Management
South Carolina
$8.36K +$6.77K +280 +424%
LF
86
LifeSteps Financial
California
$4.83K +$4.83K +200 New
NCM
87
Northwest Capital Management
Oregon
$4.01K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$4K -$4.2K -166 -51%
BLC
89
Brown, Lisle/Cummings
Rhode Island
$3.92K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$1.55K -$13.4K -554 -90%
Morgan Stanley
91
Morgan Stanley
New York
$72 -$872K -24,222 -100%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$23 -$48 -2 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$4.48M -185,352 Closed
MWM
94
Meridian Wealth Management
Kentucky
-$2.14M -88,596 Closed
MHB
95
Midwest Heritage Bank
Iowa
-$207K -8,552 Closed
CF
96
Centaurus Financial
California
-$101K -4,188 Closed
MRCM
97
M&R Capital Management
New Jersey
-$16.9K -700 Closed
AWM
98
Able Wealth Management
New Jersey
-$9.91K -410 Closed
GWM
99
Geneos Wealth Management
Colorado
-$2.71K -112 Closed
AF
100
Allworth Financial
California
-$238 -10 Closed