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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

91 hedge funds and large institutions have $234M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-29
Holders Change %
-24.17%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
12
Increased
25
Reduced
43
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$42.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.09M
3
Charles Schwab
3
Charles Schwab
California
$91.2M
4
TC
4
TAP Consulting
Missouri
$4.24M
5
BAM
5
Baldrige Asset Management
Pennsylvania
$1.59M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$326K
2
HGWM
2
Horst & Graben Wealth Management
Oregon
$927K
3
WWG
3
West Wealth Group
California
$0
4
T
4
TCWP
Ohio
$501K
5
OWA
5
One Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
101
Ameriprise
Minnesota
– -$907K -35,998 Closed
WP
102
WealthSource Partners
California
– -$896K -35,436 Closed
FWP
103
Firethorn Wealth Partners
Georgia
– -$846K -33,458 Closed
AWE
104
Avidian Wealth Enterprises
Texas
– -$758K -29,972 Closed
WFC
105
Western Financial Corp
California
– -$743K -29,394 Closed
TCA
106
Transcend Capital Advisors
New Jersey
– -$733K -29,006 Closed
Renaissance Technologies
107
Renaissance Technologies
New York
– -$657K -26,000 Closed
SPI
108
Sutton Place Investors
New York
– -$641K -25,372 Closed
PFA
109
Pinnacle Family Advisors
Missouri
– -$512K -20,276 Closed
CFG
110
Cooper Financial Group
California
– -$490K -19,376 Closed
BFA
111
Beacon Financial Advisory
Ohio
– -$444K -17,556 Closed
BTWM
112
Baker Tilly Wealth Management
Wisconsin
– -$362K -14,320 Closed
IWC
113
Integrated Wealth Concepts
Massachusetts
– -$345K -13,656 Closed
MFGM
114
Marshall Financial Group (Maryland)
Maryland
– -$336K -13,290 Closed
SFO
115
Stokes Family Office
Louisiana
– -$267K -10,578 Closed
AFP
116
Ausdal Financial Partners
Iowa
– -$262K -10,356 Closed
CAM
117
Costello Asset Management
Pennsylvania
– -$258K -10,200 Closed
CCG
118
Capital CS Group
California
– -$246K -9,728 Closed
OFG
119
OmniStar Financial Group
North Carolina
– -$222K -8,818 Closed
SPA
120
Shore Point Advisors
New Jersey
– -$70K -2,768 Closed
SL
121
Savior LLC
Massachusetts
– -$52K -2,048 Closed
FA
122
Fortis Advisors
Pennsylvania
– -$31K -1,212 Closed
SFM
123
Signet Financial Management
New Jersey
– -$8K -322 Closed
EVM
124
Eaton Vance Management
Massachusetts
– -$7K -280 Closed
SWM
125
Spire Wealth Management
Virginia
– -$4K -168 Closed
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