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Schwab 1-5 Year Corporate Bond ETF
SCHJ

17 hedge funds and large institutions have $97.7M invested in Schwab 1-5 Year Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

267% more capital invested

Capital invested by funds: $26.6M → $97.7M (+$71M)

70% more funds holding

Funds holding: 10 → 17 (+7)

32.08% more ownership

Funds ownership: 108.66% → 140.74% (+32%)

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$75.9M
2
FANJ
Financial Architects (New Jersey)
New Jersey
+$1.67M
3
CST
Charles Schwab Trust
Nevada
+$801K
4
HighTower Advisors
HighTower Advisors
Illinois
+$406K
5
IC
InterOcean Capital
Illinois
+$252K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.45M
2
FTUS
Flow Traders U.S.
New York
-$1.72M
3
TF
Tompkins Financial
New York
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$90.4M +$75.9M +3,007,898 +590%
FANJ
2
Financial Architects (New Jersey)
New Jersey
$2.22M +$1.67M +66,182 +326%
WCM
3
Washburn Capital Management
Florida
$1.28M +$757 +30 +0.1%
CST
4
Charles Schwab Trust
Nevada
$815K +$801K +31,708 New
Jane Street
5
Jane Street
New York
$514K -$9.45M -374,126 -95%
HighTower Advisors
6
HighTower Advisors
Illinois
$414K +$406K +16,098 New
KWM
7
Kingsview Wealth Management
Oregon
$411K +$3.18K +126 +0.8%
Citadel Advisors
8
Citadel Advisors
Florida
$396K +$15K +596 +4%
ATWA
9
Arbor Trust Wealth Advisors
Michigan
$305K +$10.1K +400 +3%
IC
10
InterOcean Capital
Illinois
$257K +$252K +10,000 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$243K +$238K +9,438 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$207K +$204K +8,070 New
PG
13
Proffitt & Goodson
Tennessee
$104K +$102K +4,044 New
Bank of America
14
Bank of America
North Carolina
$54K +$52.9K +2,094 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17K – – –
SFSIG
16
San Francisco Sentry Investment Group
California
$16K +$15.7K +620 New
TFA
17
Toth Financial Advisory
Virginia
$4K +$3.64K +144 New
FTUS
18
Flow Traders U.S.
New York
– -$1.72M -69,940 Closed
TF
19
Tompkins Financial
New York
– -$1K -54 Closed

SCHJ Hedge Fund Activity: Q2 2020 in Review

17 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2020, worth a combined $97.7M — up 267% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SCHJ positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Charles Schwab, adding an estimated $75.9M. The largest seller was Jane Street, cutting an estimated $9.45M.

  • 17 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2020, up from 10 in Q1 2020.
  • Funds reported $97.7M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2020, up 267% quarter-over-quarter.
  • 9 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2020 and 2 closed out, a net change of +7 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2020 was Charles Schwab, an estimated $75.9M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $9.45M sold.

Based on aggregated 13F filings for Q2 2020.