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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Overview Fund Activity

92 hedge funds and large institutions have $199M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
19
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$12.2M
2
RFG
2
RFP Financial Group
Georgia
$8.5M
3
Bank of America
3
Bank of America
North Carolina
$5.71M
4
HPC
4
HM Payson & Co
Maine
$3.05M
5
KC
5
Kades & Cheifetz
Pennsylvania
$1.71M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$1.85M
2
FCA
2
FLC Capital Advisors
California
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$386K
4
CC
4
Copperleaf Capital
North Carolina
$0
5
KFS
5
Kaizen Financial Strategies
California
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$97.5M 2,078,762 +2,922 +0.1%
Jane Street
2
Jane Street
New York
$12.2M 260,132 +201,537 +344%
TC
3
TAP Consulting
Missouri
$9.03M 192,527 +2,143 +1%
RFG
4
RFP Financial Group
Georgia
$8.5M 181,325 +181,325 New
IWC
5
Integrated Wealth Concepts
Massachusetts
$5.95M 126,899 +34,717 +38%
Bank of America
6
Bank of America
North Carolina
$5.71M 121,712 +91,261 +300%
BAM
7
Baldrige Asset Management
Pennsylvania
$4.75M 101,303 -31,085 -23%
FANJ
8
Financial Architects (New Jersey)
New Jersey
$3.97M 84,645 -11,838 -12%
MHR
9
Matthew Hamilton Rosenberg
$3.73M 79,546 +17,367 +28%
C1AG
10
Client 1st Advisory Group
Florida
$3.32M 70,835 -20,839 -23%
HPC
11
HM Payson & Co
Maine
$3.05M 65,000 +65,000 New
BRWA
12
B. Riley Wealth Advisors
Florida
$2.92M 62,365 +3,166 +5%
RC
13
Roundview Capital
New Jersey
$2.29M 48,751 -4,532 -9%
VST
14
Van Strum & Towne
California
$1.94M 41,290 +290 +0.7%
AWS
15
Atria Wealth Solutions
New York
$1.85M 39,546 -102,697 -72%
KFS
16
Kaizen Financial Strategies
California
$1.83M 38,602 -34,146 -47%
CM
17
Columbus Macro
Pennsylvania
$1.78M 38,000 +20,000 +111%
KC
18
Kades & Cheifetz
Pennsylvania
$1.71M 36,557 +36,557 New
OMC
19
Old Mission Capital
Illinois
$1.65M 35,195 +35,195 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.54M 32,880 +2,864 +10%
CST
21
Charles Schwab Trust
Nevada
$1.33M 28,266 +646 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.25M 26,747 +135 +0.5%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
– – – –
VA
24
Valmark Advisers
Ohio
$1.1M 23,384 +1,543 +7%
KWM
25
Kingsview Wealth Management
Oregon
$1.08M 22,928 -2,033 -8%
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