Schwab 1-5 Year Corporate Bond ETF
SCHJ
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.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
12% more funds holding
Funds holding: 82 → 92 (+10)
9% more capital invested
Capital invested by funds: $184M → $199M (+$15.6M)
3.26% more ownership
Funds ownership: 106.44% → 109.7% (+3.3%)
47% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 36
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$9.39M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.25M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
+$3.03M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.64M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$4.79M |
| 2 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
-$4.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.65M |
| 4 |
CC
Copperleaf Capital
Raleigh,
North Carolina
|
-$2.04M |
| 5 |
KFS
Kaizen Financial Strategies
Campbell,
California
|
-$1.59M |
SCHJ Hedge Fund Activity: Q4 2022 in Review
92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q4 2022, worth a combined $199M — up 8.5% from $184M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SCHJ positions and 14 closed out — a net gain of 11 holders — while 19 added to existing stakes and 36 trimmed.
The largest buyer was Jane Street, adding an estimated $9.39M. The largest seller was Atria Wealth Solutions, cutting an estimated $4.79M.
- 92 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q4 2022, up from 82 in Q3 2022.
- Funds reported $199M of Schwab 1-5 Year Corporate Bond ETF stock for Q4 2022, up 8.5% quarter-over-quarter.
- 25 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q4 2022 and 14 closed out, a net change of +11 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q4 2022 was Jane Street, an estimated $9.39M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q4 2022 was Atria Wealth Solutions, an estimated $4.79M sold.
Based on aggregated 13F filings for Q4 2022.