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Schwab 1-5 Year Corporate Bond ETF

82 hedge funds and large institutions have $184M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 8582 (-3)

10.94% less ownership

Funds ownership: 117.38%106.44% (-11%)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

14% less capital invested

Capital invested by funds: $214M → $184M (-$30.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
16
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$96.1M +$7.34M +309,416 +8%
TC
2
TAP Consulting
Missouri
$8.81M -$88K -3,706 -1%
AWS
3
Atria Wealth Solutions
New York
$6.59M +$569K +23,958 +9%
BAM
4
Baldrige Asset Management
Pennsylvania
$6.13M +$1.33M +55,828 +27%
FCA
5
FLC Capital Advisors
California
$4.48M -$3.37M -141,960 -42%
FANJ
6
Financial Architects (New Jersey)
New Jersey
$4.47M +$4.58M +192,966 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$4.27M -$180K -7,572 -4%
C1AG
8
Client 1st Advisory Group
Florida
$4.25M -$367K -15,444 -8%
KFS
9
Kaizen Financial Strategies
California
$3.37M +$92.1K +3,882 +3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.01M +$2.02M +85,136 +190%
MHR
11
Matthew Hamilton Rosenberg
$2.88M +$2.95M +124,358 New
BRWA
12
B. Riley Wealth Advisors
Florida
$2.74M -$15.8K -664 -0.6%
Jane Street
13
Jane Street
New York
$2.71M -$28.7M -1,208,976 -91%
RC
14
Roundview Capital
New Jersey
$2.47M +$1.6M +67,260 +171%
CC
15
Copperleaf Capital
North Carolina
$2.04M -$4.05M -170,820 -66%
VST
16
Van Strum & Towne
California
$1.9M -$77.2K -3,254 -4%
Bank of America
17
Bank of America
North Carolina
$1.41M +$559K +23,564 +63%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.39M -$86.1K -3,628 -6%
CST
19
Charles Schwab Trust
Nevada
$1.28M -$416K -17,528 -24%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.23M -$32.1K -1,352 -2%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$1.22M
KWM
22
Kingsview Wealth Management
Oregon
$1.16M +$997 +42 +0.1%
LAIC
23
Lederer & Associates Investment Counsel
California
$1.02M -$119K -5,018 -10%
VA
24
Valmark Advisers
Ohio
$1.01M +$89.9K +3,788 +9%
MML Investors Services
25
MML Investors Services
Massachusetts
$974K -$57.9K -2,438 -5%

SCHJ Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2022, worth a combined $184M — down 14% from $214M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SCHJ and 13 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 16 added.

The largest buyer was Charles Schwab, adding an estimated $7.34M. The largest seller was Jane Street, cutting an estimated $28.7M.

  • 82 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $184M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 13 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2022 and 15 closed out, a net change of -2 holders.
  • The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2022 was Charles Schwab, an estimated $7.34M added.
  • The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2022.