We are live on ! Find out more
SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

85 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

3.35% less ownership

Funds ownership: 120.74%117.38% (-3.4%)

7% less funds holding

Funds holding: 9185 (-6)

8% less capital invested

Capital invested by funds: $234M → $214M (-$19.1M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

53% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 40

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
19
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$91.2M +$2.02M +84,560 +2%
Jane Street
2
Jane Street
New York
$31.5M -$10.2M -425,142 -24%
TC
3
TAP Consulting
Missouri
$9.13M +$5.01M +209,680 +120%
FCA
4
FLC Capital Advisors
California
$7.97M -$603K -25,228 -7%
AWS
5
Atria Wealth Solutions
New York
$6.19M +$6.23M +260,528 New
CC
6
Copperleaf Capital
North Carolina
$6.14M -$780K -32,610 -11%
BAM
7
Baldrige Asset Management
Pennsylvania
$4.96M +$3.43M +143,334 +218%
C1AG
8
Client 1st Advisory Group
Florida
$4.72M -$5.71M -238,604 -55%
IWC
9
Integrated Wealth Concepts
Massachusetts
$4.56M +$4.59M +191,936 New
KFS
10
Kaizen Financial Strategies
California
$3.36M -$4.4K -184 -0.1%
Citadel Advisors
11
Citadel Advisors
Florida
$2.83M -$3.15M -131,700 -52%
BRWA
12
B. Riley Wealth Advisors
Florida
$2.83M +$152K +6,366 +6%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.53M +$41.8K +1,750 +2%
VST
14
Van Strum & Towne
California
$2.02M
OMC
15
Old Mission Capital
Illinois
$1.98M +$519K +21,702 +35%
CST
16
Charles Schwab Trust
Nevada
$1.73M -$47K -1,964 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.51M +$129K +5,414 +9%
SBWIC
18
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.38M -$593K -24,780 -30%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.3M -$2.12M -88,608 -62%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$1.25M
KWM
21
Kingsview Wealth Management
Oregon
$1.18M +$17.1K +714 +1%
LAIC
22
Lederer & Associates Investment Counsel
California
$1.16M -$59.2K -2,474 -5%
CFA
23
Cahill Financial Advisors
Minnesota
$1.14M -$142K -5,924 -11%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.07M -$544K -22,766 -34%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.06M +$338K +14,156 +47%

SCHJ Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2022, worth a combined $214M — down 8.2% from $234M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SCHJ and 11 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 19 added.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $6.23M. The largest seller was Jane Street, cutting an estimated $10.2M.

  • 85 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2022, down from 91 in Q1 2022.
  • Funds reported $214M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2022, down 8.2% quarter-over-quarter.
  • 11 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2022 and 16 closed out, a net change of -5 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2022 was Atria Wealth Solutions, an estimated $6.23M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2022.