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Schwab 1-5 Year Corporate Bond ETF
SCHJ

102 hedge funds and large institutions have $156M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

15% more funds holding

Funds holding: 89 → 102 (+13)

28% less capital invested

Capital invested by funds: $216M → $156M (-$59.5M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

35.81% less ownership

Funds ownership: 106.43% → 70.62% (-36%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
37
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Meridian Wealth Management
Kentucky
+$7.18M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.88M
3
SW
SlateStone Wealth
Florida
+$2.88M
4
SA
Sanctuary Advisors
Indiana
+$2.15M
5
CM
Columbus Macro
Pennsylvania
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$83.3M
2
Jane Street
Jane Street
New York
-$2.58M
3
OMC
Old Mission Capital
Illinois
-$1.45M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
5
Bank of America
Bank of America
North Carolina
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
76
Mayflower Financial Advisors
Massachusetts
$233K +$230K +9,378 New
Luther King Capital Management (LKCM)
77
Luther King Capital Management (LKCM)
Texas
$225K – – –
DAS
78
Dynamic Advisor Solutions
Arizona
$215K – – –
PCS
79
Private Client Services
Kentucky
$207K +$204K +8,336 New
CS
80
Crescent Sterling
Louisiana
$202K -$107K -4,356 -35%
Morgan Stanley
81
Morgan Stanley
New York
$183K +$181K +7,392 +369,600%
PA
82
Parallel Advisors
California
$149K -$9.91K -404 -6%
WSFS
83
Wilmington Savings Fund Society
Delaware
$134K +$132K +5,400 New
CF
84
Centaurus Financial
California
$104K – – –
AA
85
Ancora Advisors
Ohio
$85.5K – – –
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$52K -$4.91K -200 -9%
CAS
87
Coppell Advisory Solutions
Texas
$42.7K – – –
CA
88
CoreCap Advisors
Michigan
$38.5K +$38.1K +1,554 New
AF
89
Advisornet Financial
Minnesota
$36.7K – – –
AWM
90
Avior Wealth Management
Nebraska
$30.3K – – –
WWP
91
WR Wealth Planners
Missouri
$22.1K -$49 -2 -0.2%
PFM
92
Phillips Financial Management
Indiana
$21.7K +$21.5K +876 New
ACA
93
Aptus Capital Advisors
Alabama
$10.4K +$20.5K +836 New
BIM
94
Breakwater Investment Management
Washington
$10.1K – – –
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$9.95K +$98 +4 +1%
US Bancorp
96
US Bancorp
Minnesota
$5.95K +$5.89K +240 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$3.69K -$2.85K -116 -44%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.44K +$1.42K +58 New
BlackRock
100
BlackRock
New York
$794 +$785 +32 New
1 2 3
4
5

SCHJ Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2024, worth a combined $156M — down 28% from $216M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHJ positions and 11 closed out — a net gain of 14 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Meridian Wealth Management, opening a new position worth an estimated $7.18M. The largest seller was Charles Schwab, exiting entirely with an estimated $83.3M sold.

  • 102 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2024, up from 89 in Q2 2024.
  • Funds reported $156M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2024, down 28% quarter-over-quarter.
  • 25 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2024 and 11 closed out, a net change of +14 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2024 was Meridian Wealth Management, an estimated $7.18M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $83.3M sold.

Based on aggregated 13F filings for Q3 2024.