Schwab 1-5 Year Corporate Bond ETF
SCHJ
99 hedge funds and large institutions have $352M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 3 closing their positions.
767% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 3
27% more funds holding
Funds holding: 78 → 99 (+21)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
0% less capital invested
Capital invested by funds: $352M → $352M (-$548K)
5.22% less ownership
Funds ownership: 113.3% → 108.08% (-5.2%)
48% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$10.9M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$7.85M |
| 3 |
CWM
CCG Wealth Management
San Diego,
California
|
+$4.8M |
| 4 |
NAG
Northstar Advisory Group
Northfield,
New Jersey
|
+$4.59M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5L
55I LLC
Boston,
Massachusetts
|
-$9.83M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.78M |
| 3 |
CFG
Cooper Financial Group
Irvine,
California
|
-$5.15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.78M |
| 5 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$3.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| – | -$563 | -22 | -58% |
|
|
BWL
102
Bogart Wealth LLC
Mclean,
Virginia
| – | +$256 | +10 | New |
|
SCHJ Hedge Fund Activity: Q3 2021 in Review
99 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2021, worth a combined $352M — down 0.16% from $352M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCHJ positions and 3 closed out — a net gain of 23 holders — while 23 added to existing stakes and 44 trimmed.
The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $10.9M. The largest seller was 55I LLC, cutting an estimated $9.83M.
- 99 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2021, up from 78 in Q2 2021.
- Funds reported $352M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2021, down 0.16% quarter-over-quarter.
- 26 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2021 and 3 closed out, a net change of +23 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $10.9M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2021 was 55I LLC, an estimated $9.83M sold.
Based on aggregated 13F filings for Q3 2021.