Schwab 1-5 Year Corporate Bond ETF
SCHJ
10 hedge funds and large institutions have $26.6M invested in Schwab 1-5 Year Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more funds holding
Funds holding: 5 → 10 (+5)
83% more capital invested
Capital invested by funds: $14.5M → $26.6M (+$12.1M)
25.74% more ownership
Funds ownership: 82.92% → 108.66% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$12.7M |
| 2 |
Jane Street
New York
|
+$2.3M |
| 3 |
WCM
Washburn Capital Management
Vero Beach,
Florida
|
+$1.24M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$394K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Charles Schwab
San Francisco,
California
| $12.5M | +$12.7M | +509,634 | New |
|
|
2
Jane Street
New York
| $9.66M | +$2.3M | +92,690 | +31% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $1.72M | +$196K | +7,872 | +13% |
|
|
WCM
4
Washburn Capital Management
Vero Beach,
Florida
| $1.22M | +$1.24M | +49,878 | New |
|
|
FANJ
5
Financial Architects (New Jersey)
Marlton,
New Jersey
| $497K | +$369K | +14,874 | +275% |
|
|
KWM
6
Kingsview Wealth Management
Grants Pass,
Oregon
| $389K | +$394K | +15,850 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| $363K | -$162K | -6,538 | -31% |
|
|
ATWA
8
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $281K | +$284K | +11,450 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | +$16K | +646 | New |
|
|
TF
10
Tompkins Financial
Ithaca,
New York
| $1K | +$1.34K | +54 | New |
|
|
CSIA
11
Charles Schwab Investment Advisory
San Francisco,
California
| – | -$4.76M | -190,252 | Closed |
|
SCHJ Hedge Fund Activity: Q1 2020 in Review
10 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2020, worth a combined $26.6M — up 83% from $14.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SCHJ positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $12.7M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $4.76M sold.
- 10 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2020, up from 5 in Q4 2019.
- Funds reported $26.6M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2020, up 83% quarter-over-quarter.
- 6 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2020 and 1 closed out, a net change of +5 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2020 was Charles Schwab, an estimated $12.7M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $4.76M sold.
Based on aggregated 13F filings for Q1 2020.