Schwab 1-5 Year Corporate Bond ETF
SCHJ
78 hedge funds and large institutions have $352M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 9 closing their positions.
1,060% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 5
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
27% more capital invested
Capital invested by funds: $278M → $352M (+$74.1M)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less funds holding
Funds holding: 79 → 78 (-1)
25.02% less ownership
Funds ownership: 138.32% → 113.3% (-25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5L
55I LLC
Boston,
Massachusetts
|
+$17.1M |
| 2 |
C1AG
Client 1st Advisory Group
Dunedin,
Florida
|
+$10.5M |
| 3 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
+$5.81M |
| 4 |
VFM
Vivid Financial Management
Orcutt,
California
|
+$5.74M |
| 5 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.79M |
| 2 |
WCM
Washburn Capital Management
Vero Beach,
Florida
|
-$2.71M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.44M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$972K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$505K |
SCHJ Hedge Fund Activity: Q2 2021 in Review
78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2021, worth a combined $352M — up 27% from $278M a quarter earlier.
Fund positioning in SCHJ was balanced in Q2 2021: 9 funds opened new positions, 9 closed out, 58 added to existing stakes and 5 trimmed.
The largest buyer was 55I LLC, adding an estimated $17.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.79M sold.
- 78 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2021, down from 79 in Q1 2021.
- Funds reported $352M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2021, up 27% quarter-over-quarter.
- 9 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2021 and 9 closed out, a net change of 0 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2021 was 55I LLC, an estimated $17.1M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $3.79M sold.
Based on aggregated 13F filings for Q2 2021.