Schwab 1-5 Year Corporate Bond ETF
SCHJ
89 hedge funds and large institutions have $216M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 10 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 30
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0.18% more ownership
Funds ownership: 106.25% → 106.43% (+0.18%)
0% more capital invested
Capital invested by funds: $215M → $216M (+$306K)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 90 → 89 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWWM
White Wing Wealth Management
The Wodlands,
Texas
|
+$2.46M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$2.15M |
| 3 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
+$2.04M |
| 4 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$1.18M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
-$4.97M |
| 2 |
JP Morgan Chase
New York
|
-$3.62M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.02M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$557K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$278K |
SCHJ Hedge Fund Activity: Q2 2024 in Review
89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q2 2024, worth a combined $216M — up 0.14% from $215M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCHJ positions and 10 closed out — a net gain of 1 holder — while 35 added to existing stakes and 30 trimmed.
The largest buyer was White Wing Wealth Management, adding an estimated $2.46M. The largest seller was Greenup Street Wealth Management, exiting entirely with an estimated $4.97M sold.
- 89 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q2 2024, down from 90 in Q1 2024.
- Funds reported $216M of Schwab 1-5 Year Corporate Bond ETF stock for Q2 2024, up 0.14% quarter-over-quarter.
- 11 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q2 2024 was White Wing Wealth Management, an estimated $2.46M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q2 2024 was Greenup Street Wealth Management, an estimated $4.97M sold.
Based on aggregated 13F filings for Q2 2024.