Schwab 1-5 Year Corporate Bond ETF
SCHJ
120 hedge funds and large institutions have $347M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 49 reducing their positions, and 9 closing their positions.
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
21% more funds holding
Funds holding: 99 → 120 (+21)
5.43% more ownership
Funds ownership: 108.08% → 113.51% (+5.4%)
1% less capital invested
Capital invested by funds: $352M → $347M (-$4.69M)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
43% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$22.7M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$4.56M |
| 3 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
+$3.18M |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$2.62M |
| 5 |
SBWIC
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
Cooper Financial Group
Irvine,
California
|
-$13.1M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
-$12.5M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$10.4M |
| 4 |
CWM
CCG Wealth Management
San Diego,
California
|
-$4.79M |
| 5 |
NAG
Northstar Advisory Group
Northfield,
New Jersey
|
-$4.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BMD
126
Better Money Decisions
Santa Fe,
New Mexico
| – | -$11K | -418 | Closed |
|
127
Fidelity Investments
Boston,
Massachusetts
| – | -$51 | -2 | -13% |
|
|
OSAM
128
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$51 | +2 | New |
|
129
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$355 | +14 | New |
|
SCHJ Hedge Fund Activity: Q4 2021 in Review
120 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q4 2021, worth a combined $347M — down 1.3% from $352M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SCHJ positions and 9 closed out — a net gain of 24 holders — while 28 added to existing stakes and 49 trimmed.
The largest buyer was Jane Street, adding an estimated $22.7M. The largest seller was Cooper Financial Group, cutting an estimated $13.1M.
- 120 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q4 2021, up from 99 in Q3 2021.
- Funds reported $347M of Schwab 1-5 Year Corporate Bond ETF stock for Q4 2021, down 1.3% quarter-over-quarter.
- 33 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q4 2021 and 9 closed out, a net change of +24 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q4 2021 was Jane Street, an estimated $22.7M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q4 2021 was Cooper Financial Group, an estimated $13.1M sold.
Based on aggregated 13F filings for Q4 2021.