Schwab 1-5 Year Corporate Bond ETF
SCHJ
90 hedge funds and large institutions have $215M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
1% more capital invested
Capital invested by funds: $214M → $215M (+$1.33M)
0% more funds holding
Funds holding: 90 → 90 (0)
3.09% less ownership
Funds ownership: 109.34% → 106.25% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$4.88M |
| 2 |
WWWM
White Wing Wealth Management
The Wodlands,
Texas
|
+$4.1M |
| 3 |
JP Morgan Chase
New York
|
+$3.94M |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$2.68M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$19.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.48M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$2.14M |
| 4 |
Jane Street
New York
|
-$1.26M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$531K |
SCHJ Hedge Fund Activity: Q1 2024 in Review
90 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q1 2024, worth a combined $215M — up 0.62% from $214M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCHJ positions and 9 closed out — a net gain of 2 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was Cetera Advisors, adding an estimated $4.88M. The largest seller was Charles Schwab, cutting an estimated $19.3M.
- 90 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $215M of Schwab 1-5 Year Corporate Bond ETF stock for Q1 2024, up 0.62% quarter-over-quarter.
- 11 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q1 2024 and 9 closed out, a net change of +2 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q1 2024 was Cetera Advisors, an estimated $4.88M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q1 2024 was Charles Schwab, an estimated $19.3M sold.
Based on aggregated 13F filings for Q1 2024.