Schwab 1-5 Year Corporate Bond ETF
SCHJ
103 hedge funds and large institutions have $156M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
61% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 23
16% more funds holding
Funds holding: 89 → 103 (+14)
27% less capital invested
Capital invested by funds: $216M → $156M (-$59.2M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35.71% less ownership
Funds ownership: 106.43% → 70.72% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$7.18M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.88M |
| 3 |
SW
SlateStone Wealth
Jupiter,
Florida
|
+$2.88M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$2.15M |
| 5 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$83.3M |
| 2 |
Jane Street
New York
|
-$2.58M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.45M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$656K |
SCHJ Hedge Fund Activity: Q3 2024 in Review
103 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) for Q3 2024, worth a combined $156M — down 27% from $216M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SCHJ positions and 10 closed out — a net gain of 15 holders — while 37 added to existing stakes and 23 trimmed.
The largest buyer was Meridian Wealth Management, opening a new position worth an estimated $7.18M. The largest seller was Charles Schwab, exiting entirely with an estimated $83.3M sold.
- 103 institutional investors held Schwab 1-5 Year Corporate Bond ETF (SCHJ) as of Q3 2024, up from 89 in Q2 2024.
- Funds reported $156M of Schwab 1-5 Year Corporate Bond ETF stock for Q3 2024, down 27% quarter-over-quarter.
- 25 funds opened new Schwab 1-5 Year Corporate Bond ETF positions in Q3 2024 and 10 closed out, a net change of +15 holders.
- The largest Schwab 1-5 Year Corporate Bond ETF buyer in Q3 2024 was Meridian Wealth Management, an estimated $7.18M added.
- The largest Schwab 1-5 Year Corporate Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $83.3M sold.
Based on aggregated 13F filings for Q3 2024.