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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

79 hedge funds and large institutions have $278M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
79
Holders Change
+51
Holders Change %
+182.14%
% of All Funds
1.39%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
54
Increased
15
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$80.1M
2
5L
2
55I LLC
Massachusetts
$34.6M
3
CFG
3
Cooper Financial Group
California
$18.1M
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$13.2M
5
AWM
5
AE Wealth Management
Kansas
$7.58M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
WCM
3
Washburn Capital Management
Florida
$2.71M
4
VA
4
Valmark Advisers
Ohio
$0
5
MCP
5
Mirador Capital Partners
California
$422K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$80.1M 1,571,918 +1,098,203 +232%
5L
2
55I LLC
Massachusetts
$34.6M 678,984 +678,984 New
CFG
3
Cooper Financial Group
California
$18.1M 355,068 +355,068 New
HGWM
4
Horst & Graben Wealth Management
Oregon
$13.2M 258,018 +258,018 New
AWM
5
AE Wealth Management
Kansas
$7.58M 148,693 +148,693 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.5M 147,052 +147,052 New
CWA
7
Clearview Wealth Advisors
Oregon
$7.27M 142,691 +142,691 New
APW
8
Austin Private Wealth
Texas
$7.17M 140,569 +140,569 New
MML Investors Services
9
MML Investors Services
Massachusetts
$6.89M 135,054 +135,054 New
CC
10
Copperleaf Capital
North Carolina
$6.43M 126,194 +126,194 New
SPAS
11
Spectrum Planning & Advisory Services
California
$5.54M 108,608 +108,608 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$5.1M 100,095 +100,095 New
FANJ
13
Financial Architects (New Jersey)
New Jersey
$4.38M 85,985 +12,774 +17%
OWA
14
One Wealth Advisors
California
$4.3M 84,367 +84,367 New
C1AG
15
Client 1st Advisory Group
Florida
$3.95M 77,419 +77,419 New
Citadel Advisors
16
Citadel Advisors
Florida
$3.8M 74,432 +66,803 +876%
KFS
17
Kaizen Financial Strategies
California
$3.76M 73,843 +73,843 New
GGI
18
GPM Growth Investors
Michigan
$3.57M 70,082 +70,082 New
PWA
19
Physician Wealth Advisors
Utah
$3.37M 66,180 +8,253 +14%
VFM
20
Vivid Financial Management
California
$3.21M 63,005 +63,005 New
WCM
21
Washburn Capital Management
Florida
$2.71M 53,189 -10,487 -16%
BRWA
22
B. Riley Wealth Advisors
Florida
$2.7M 52,886 +52,886 New
FCA
23
FLC Capital Advisors
California
$2.67M 52,366 +52,366 New
T
24
TRUADVICE
Florida
$2.58M 50,443 +17,216 +52%
SWA
25
Stratos Wealth Advisors
Ohio
$2.26M 44,231 +44,231 New
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