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Schwab 1-5 Year Corporate Bond ETF

120 hedge funds and large institutions have $347M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

21% more funds holding

Funds holding: 99120 (+21)

5.43% more ownership

Funds ownership: 108.08%113.51% (+5.4%)

1% less capital invested

Capital invested by funds: $352M → $347M (-$4.69M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

43% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 49

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
33
Increased
28
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$92.2M +$4.56M +179,924 +5%
5L
2
55I LLC
Massachusetts
$29.1M -$12.5M -491,538 -30%
Jane Street
3
Jane Street
New York
$23.1M +$22.7M +895,444 +5,227%
C1AG
4
Client 1st Advisory Group
Florida
$14.5M -$1.81M -71,234 -11%
HGWM
5
Horst & Graben Wealth Management
Oregon
$13M -$1.59M -62,854 -11%
WWG
6
West Wealth Group
California
$9.33M +$9.36M +369,190 New
FCA
7
FLC Capital Advisors
California
$8.11M +$3.18M +125,422 +64%
T
8
TCWP
Ohio
$7.28M +$7.3M +288,070 New
CC
9
Copperleaf Capital
North Carolina
$7.23M +$1.57M +61,770 +28%
AWM
10
AE Wealth Management
Kansas
$7.03M -$1.71M -67,556 -20%
VFM
11
Vivid Financial Management
California
$6.47M -$1.97M -77,822 -23%
OWA
12
One Wealth Advisors
California
$5.67M -$605K -23,890 -10%
PWA
13
Physician Wealth Advisors
Utah
$5.43M -$1.2M -47,444 -18%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$5.01M -$165K -6,518 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.64M +$222K +8,758 +5%
CWA
16
Clearview Wealth Advisors
Oregon
$4.53M -$1.77M -69,678 -28%
KFS
17
Kaizen Financial Strategies
California
$4.24M +$377K +14,878 +10%
AAS
18
Ameritas Advisory Services
Nebraska
$4.14M +$4.15M +163,760 New
T
19
TNF
Montana
$4.01M +$127K +5,020 +3%
APW
20
Austin Private Wealth
Texas
$4M -$1.78M -70,130 -31%
SFS
21
Security Financial Services
Indiana
$3.57M +$3.58M +141,086 New
GGI
22
GPM Growth Investors
Michigan
$3.48M -$290K -11,436 -8%
SPAS
23
Spectrum Planning & Advisory Services
California
$3.13M -$1.41M -55,600 -31%
SWA
24
Stratos Wealth Advisors
Ohio
$3.13M -$999K -39,428 -24%
BRWA
25
B. Riley Wealth Advisors
Florida
$2.75M +$140K +5,516 +5%

SCHJ Hedge Fund Activity: Q4 2021 in Review

120 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q4 2021, worth a combined $347M — down 1.3% from $352M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SCHJ positions and 9 closed out — a net gain of 24 holders — while 28 added to existing stakes and 49 trimmed.

The largest buyer was Jane Street, adding an estimated $22.7M. The largest seller was Cooper Financial Group, cutting an estimated $13.1M.

  • 120 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q4 2021, up from 99 in Q3 2021.
  • Funds reported $347M of Schwab 1-5 Year Corporate Bond ETF stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 33 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q4 2021 and 9 closed out, a net change of +24 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q4 2021 was Jane Street, an estimated $22.7M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q4 2021 was Cooper Financial Group, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2021.