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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

99 hedge funds and large institutions have $352M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+21
Holders Change %
+26.92%
% of All Funds
1.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
26
Increased
23
Reduced
44
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$10.9M
2
AIC
2
Ameritas Investment Company
Nebraska
$7.83M
3
CWM
3
CCG Wealth Management
California
$4.79M
4
NAG
4
Northstar Advisory Group
New Jersey
$4.58M
5
Charles Schwab
5
Charles Schwab
California
$88.6M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$41.9M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.58M
3
CFG
3
Cooper Financial Group
California
$13.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.31M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$88.6M 1,734,836 +77,837 +5%
5L
2
55I LLC
Massachusetts
$41.9M 820,526 -191,969 -19%
C1AG
3
Client 1st Advisory Group
Florida
$16.5M 322,963 +39,941 +14%
HGWM
4
Horst & Graben Wealth Management
Oregon
$14.8M 289,537 -59,655 -17%
CFG
5
Cooper Financial Group
California
$13.7M 268,553 -100,618 -27%
CIAS
6
CFS Investment Advisory Services
New Jersey
$10.9M 212,965 +212,965 New
AWM
7
AE Wealth Management
Kansas
$8.83M 172,931 -49,506 -22%
VFM
8
Vivid Financial Management
California
$8.52M 166,948 -8,354 -5%
AIC
9
Ameritas Investment Company
Nebraska
$7.83M 153,392 +153,392 New
PWA
10
Physician Wealth Advisors
Utah
$6.7M 131,694 -48,100 -27%
CWA
11
Clearview Wealth Advisors
Oregon
$6.35M 124,381 -45,954 -27%
OWA
12
One Wealth Advisors
California
$6.34M 124,148 -550 -0.4%
APW
13
Austin Private Wealth
Texas
$5.83M 114,156 -26,797 -19%
CC
14
Copperleaf Capital
North Carolina
$5.73M 112,181 -21,028 -16%
FANJ
15
Financial Architects (New Jersey)
New Jersey
$5.23M 102,367 +1,268 +1%
FCA
16
FLC Capital Advisors
California
$4.99M 97,634 +1,273 +1%
CWM
17
CCG Wealth Management
California
$4.79M 93,818 +93,818 New
SPAS
18
Spectrum Planning & Advisory Services
California
$4.58M 89,709 -28,587 -24%
NAG
19
Northstar Advisory Group
New Jersey
$4.58M 89,709 +89,709 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.46M 87,338 -13,161 -13%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$4.42M 86,471 -21,312 -20%
SWA
22
Stratos Wealth Advisors
Ohio
$4.16M 81,563 -18,540 -19%
KFS
23
Kaizen Financial Strategies
California
$3.9M 76,469 +76,469 New
T
24
TNF
Montana
$3.9M 77,359 +77,359 New
GGI
25
GPM Growth Investors
Michigan
$3.81M 74,533 +2,214 +3%
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