SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

19 hedge funds and large institutions have $60.4M invested in Schwab 1-5 Year Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$45.8M 889,006 -869,760 -49%
TI
2
tru Independence
Oregon
$4.74M 92,015 +92,015 New
FANJ
3
Financial Architects (New Jersey)
New Jersey
$2.8M 54,422 +11,194 +26%
WCM
4
Washburn Capital Management
Florida
$2.13M 41,396 +16,442 +66%
Jane Street
5
Jane Street
New York
$1.73M 33,549 +23,556 +236%
Citadel Advisors
6
Citadel Advisors
Florida
$588K 11,428 +3,735 +49%
CST
7
Charles Schwab Trust
Nevada
$561K 10,908 -4,946 -31%
KWM
8
Kingsview Wealth Management
Oregon
$490K 9,520 +1,532 +19%
HighTower Advisors
9
HighTower Advisors
Illinois
$416K 8,085 +36 +0.4%
LAIC
10
Lederer & Associates Investment Counsel
California
$364K 7,079 +7,079 New
Bank of America
11
Bank of America
North Carolina
$317K 6,160 +5,113 +488%
ATWA
12
Arbor Trust Wealth Advisors
Michigan
$288K 5,600 -325 -5%
IA
13
IFP Advisors
Florida
$103K 2,001 +2,001 New
UBS Group
14
UBS Group
Switzerland
$43K 833 +833 New
LS
15
Leelyn Smith
Illinois
$25K 484 +484 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$17K 323
SFSIG
17
San Francisco Sentry Investment Group
California
$16K 310
Morgan Stanley
18
Morgan Stanley
New York
$4K 77 +77 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4K 79 +79 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-4,719 Closed
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
-4,035 Closed
PG
22
Proffitt & Goodson
Tennessee
-2,022 Closed
TFA
23
Toth Financial Advisory
Virginia
-72 Closed
CFGS
24
Concourse Financial Group Securities
Alabama