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Schwab 1-5 Year Corporate Bond ETF

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

7.23% more ownership

Funds ownership: 113.51%120.74% (+7.2%)

24% less funds holding

Funds holding: 12091 (-29)

33% less capital invested

Capital invested by funds: $347M → $234M (-$113M)

42% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 43

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

68% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 37

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
Name Holding Trade Value Shares
Change
Change in
Stake
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

SCHJ Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2022, worth a combined $234M — down 33% from $347M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SCHJ and 12 opened new positions — a net loss of 25 holders — while 43 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $20.7M. The largest seller was 55I LLC, cutting an estimated $28.1M.

  • 91 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2022, down from 120 in Q4 2021.
  • Funds reported $234M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 12 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2022 and 37 closed out, a net change of -25 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $20.7M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2022 was 55I LLC, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2022.