Schwab 1-5 Year Corporate Bond ETF
SCHJ
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.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
12% more funds holding
Funds holding: 17 → 19 (+2)
36.45% less ownership
Funds ownership: 140.74% → 104.29% (-36%)
38% less capital invested
Capital invested by funds: $97.7M → $60.4M (-$37.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
tru Independence
Portland,
Oregon
|
+$4.74M |
| 2 |
Jane Street
New York
|
+$1.21M |
| 3 |
WCM
Washburn Capital Management
Vero Beach,
Florida
|
+$847K |
| 4 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$577K |
| 5 |
LAIC
Lederer & Associates Investment Counsel
Long Beach,
California
|
+$365K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$44.8M |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$255K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$243K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$207K |
| 5 |
PG
Proffitt & Goodson
Knoxville,
Tennessee
|
-$104K |
SCHJ Hedge Fund Activity: Q3 2020 in Review
19 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2020, worth a combined $60.4M — down 38% from $97.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SCHJ positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was tru Independence, opening a new position worth an estimated $4.74M. The largest seller was Charles Schwab, cutting an estimated $44.8M.
- 19 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2020, up from 17 in Q2 2020.
- Funds reported $60.4M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2020, down 38% quarter-over-quarter.
- 7 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2020 and 4 closed out, a net change of +3 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2020 was tru Independence, an estimated $4.74M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2020 was Charles Schwab, an estimated $44.8M sold.
Based on aggregated 13F filings for Q3 2020.