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Schwab 1-5 Year Corporate Bond ETF (SCHJ) Institutional Ownership

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$48.20
+0.09 (+0.19%)
(As of 05/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$54.73M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$9.66M
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SCHJ Institutional Buying and Selling by Quarter

Schwab 1-5 Year Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC106,247$5.14M0.0%+2,014.4%1.272%
5/24/2024 Cetera Investment Advisers167,667$8.10M0.0%+46.3%2.008%
5/16/2024 B. Riley Wealth Advisors Inc.65,128$3.06M0.1%-4.5%0.785%
5/14/2024 Axxcess Wealth Management LLC8,257$399K0.0%-7.5%0.099%
5/9/2024 Clearwater Capital Advisors LLC17,119$827K0.1%+1.3%0.206%
5/7/2024 Atomi Financial Group Inc.13,436$649K0.1%-8.8%0.162%
5/6/2024 Kades & Cheifetz LLC84,190$4.07M2.6%+13.0%1.014%
5/4/2024 Essex LLC65,375$3.16M0.7%+0.6%0.788%
5/3/2024 FDx Advisors Inc.5,940$287K0.0%+23.3%0.072%
4/30/2024 Perigon Wealth Management LLC6,122$296K0.0%N/A0.074%
4/29/2024 Lederer & Associates Investment Counsel CA12,713$614K0.4%+1.7%0.153%
4/25/2024 Cambridge Investment Research Advisors Inc.36,231$1.75M0.0%+25.0%0.437%
4/23/2024 TAP Consulting LLC142,471$6.89M1.5%+64.1%1.717%
4/23/2024 Crescent Sterling Ltd.8,618$417K0.4%+4.0%0.104%
4/17/2024 White Wing Wealth Management85,051$4.09M3.4%N/A1.025%
4/16/2024 Capital Asset Advisory Services LLC8,257$397K0.0%-7.5%0.099%
4/15/2024 Brookstone Capital Management25,545$1.24M0.0%-19.5%0.308%
4/13/2024 Columbus Macro LLC152,343$7.36M2.8%+40.6%1.835%
4/12/2024 Charles Schwab Trust Co28,848$1.39M0.1%+18.9%0.348%
4/12/2024 Worth Asset Management LLC5,598$271K0.2%-39.1%0.067%
4/10/2024 Compass Financial Group INC SD23,402$1.13M0.3%+25.7%0.296%
3/15/2024 B. Riley Wealth Advisors Inc.68,198$3.30M0.1%+4.7%0.863%
2/26/2024 Centaurus Financial Inc.2,094$101K0.0%N/A0.027%
2/13/2024 Client 1ST Advisory Group LLC21,199$1.03M0.5%-23.8%0.268%
2/12/2024Focus Financial Network Inc. ADV7,347$355K0.0%N/A0.093%
2/12/2024 Parallel Advisors LLC3,940$191K0.0%N/A0.050%
2/12/2024Cape Investment Advisory Inc.5,257$254K0.1%+46.8%0.067%
2/9/2024 Cambridge Investment Research Advisors Inc.28,979$1.40M0.0%+41.5%0.367%
2/9/2024 King Luther Capital Management Corp23,545$1.14M0.0%-2.2%0.298%
2/8/2024 Greenup Street Wealth Management LLC95,459$4.62M1.3%+1,998.0%1.208%
2/8/2024 Kingsview Wealth Management LLC11,303$547K0.0%-4.8%0.143%
2/8/2024 Meridian Wealth Management LLC44,298$2.14M0.1%N/A0.561%
2/7/2024 Avantax Advisory Services Inc.6,754$327K0.0%+19.1%0.085%
2/7/2024 AlphaStar Capital Management LLC55,899$2.70M0.3%+9.1%0.708%
2/7/2024 Clearwater Capital Advisors LLC16,900$818K0.1%N/A0.214%
2/6/2024 Charles Schwab Investment Management Inc.2,079,771$100.62M0.0%+0.1%26.326%
2/6/2024 Axxcess Wealth Management LLC8,928$432K0.0%-18.7%0.113%
2/2/2024 Valmark Advisers Inc.24,940$1.21M0.0%+3.4%0.316%
2/2/2024Golden State Equity Partners4,670$226K0.1%N/A0.059%
2/2/2024 TAP Consulting LLC86,836$4.20M1.0%-54.1%1.099%
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1/30/2024 Financial Strategies Group Inc.11,573$559K0.2%-3.0%0.146%
1/30/2024 Kades & Cheifetz LLC74,496$3.60M2.6%+21.0%0.943%
1/29/2024 Essex LLC64,995$3.14M0.8%+222.3%0.823%
1/25/2024 Lodestone Wealth Management LLC6,935$336K0.2%-8.9%0.088%
1/19/2024 Columbus Macro LLC108,378$5.25M2.1%N/A1.372%
1/19/2024 Lederer & Associates Investment Counsel CA12,499$605K0.4%-12.0%0.158%
1/19/2024 Van Strum & Towne Inc.42,885$2.08M0.8%-7.7%0.543%
1/11/2024 Brookstone Capital Management31,733$1.54M0.0%N/A0.402%
1/11/2024 Worth Asset Management LLC9,197$445K0.3%+12.1%0.116%
1/10/2024 Creative Financial Designs Inc. ADV8,474$410K0.0%-28.5%0.107%
1/10/2024 Charles Schwab Trust Co24,269$1.17M0.1%-9.1%0.307%
1/9/2024 Capital Asset Advisory Services LLC8,928$432K0.0%-18.7%0.113%
1/9/2024 Wedmont Private Capital13,391$646K0.1%N/A0.170%
1/8/2024 Compass Financial Group INC SD18,616$901K0.2%+30.9%0.236%
12/5/2023 TAP Consulting LLC189,133$8.88M2.3%+2.2%2.394%
12/1/2023 B. Riley Wealth Advisors Inc.65,128$3.06M0.1%-1.6%0.824%
11/15/2023 Integrated Wealth Concepts LLC44,646$2.10M0.0%-28.1%0.565%
11/15/2023 Axxcess Wealth Management LLC10,983$516K0.0%N/A0.139%
11/14/2023 Ancora Advisors LLC1,723$81K0.0%+32.4%0.022%
11/14/2023 Mutual Advisors LLC13,118$616K0.0%-2.4%0.166%
11/13/2023 Mariner LLC16,964$797K0.0%+22.0%0.215%
11/8/2023 HighTower Advisors LLC92,572$4.35M0.0%N/A1.172%
11/8/2023 AlphaStar Capital Management LLC51,252$2.41M0.3%N/A0.649%
11/8/2023 Charles Schwab Investment Management Inc.2,076,730$97.53M0.0%-0.1%26.288%
11/8/2023 Greenup Street Wealth Management LLC4,550$214K0.1%N/A0.058%
11/8/2023 Van Strum & Towne Inc.46,467$2.18M0.9%+1.4%0.588%
11/8/2023 Avantax Advisory Services Inc.5,669$266K0.0%+18.0%0.072%
11/7/2023 Kingsview Wealth Management LLC11,879$558K0.0%-7.5%0.150%
11/2/2023 Family Asset Management LLC617$29K0.0%N/A0.008%
10/30/2023 Kades & Cheifetz LLC61,549$2.89M2.3%+21.4%0.779%
10/27/2023 Midwest Heritage Bank FSB4,308$202K0.2%-38.6%0.055%
10/25/2023 Concourse Financial Group Securities Inc.1,294$61K0.0%N/A0.016%
10/24/2023 Cambridge Investment Research Advisors Inc.20,481$962K0.0%+116.6%0.259%
10/23/2023 Lederer & Associates Investment Counsel CA14,210$667K0.5%-23.6%0.180%
10/20/2023 Charles Schwab Trust Co26,696$1.25M0.1%+3.4%0.338%
10/18/2023 Financial Strategies Group Inc.11,933$556K0.2%+23.4%0.151%
10/11/2023 Worth Asset Management LLC8,202$385K0.3%-3.6%0.104%
10/11/2023 Rosenberg Matthew Hamilton55,919$2.63M0.9%-8.5%0.708%
10/11/2023 Dynamic Advisor Solutions LLC4,341$204K0.0%-18.7%0.055%
8/15/2023 Cahill Financial Advisors Inc.22,486$1.06M0.2%+72.7%0.285%
8/14/2023 Client 1ST Advisory Group LLC42,645$2.02M1.1%-17.0%0.540%
8/10/2023 King Luther Capital Management Corp25,480$1.20M0.0%+5.8%0.323%
8/9/2023 Roundview Capital LLC13,429$635K0.1%-5.3%0.170%
8/9/2023 Van Strum & Towne Inc.45,840$2.17M0.9%+11.0%0.580%
8/8/2023 Kovitz Investment Group Partners LLC7,322$346K0.0%N/A0.093%
8/7/2023 Modera Wealth Management LLC98,811$4.67M0.1%N/A1.251%
8/7/2023 Kades & Cheifetz LLC50,702$2.40M1.8%+1.1%0.642%
8/7/2023 Lederer & Associates Investment Counsel CA18,591$879K0.7%-12.8%0.235%
8/3/2023 Dynamic Advisor Solutions LLC5,341$252K0.0%+9.6%0.068%
8/3/2023 Crescent Sterling Ltd.8,017$379K0.4%+3.1%0.101%
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8/3/2023 Jackson Creek Investment Advisors LLC24,921$1.18M0.5%+1.1%0.315%
8/2/2023 Capital Asset Advisory Services LLC11,129$527K0.0%-2.2%0.141%
7/31/2023 Essex LLC20,295$959K0.3%-5.1%0.257%
7/31/2023 Mutual Advisors LLC13,440$635K0.0%N/A0.170%
7/27/2023 B. Riley Wealth Advisors Inc.66,211$3.13M0.1%+3.6%0.860%
7/26/2023 Midwest Heritage Bank FSB7,012$331K0.3%-18.8%0.091%
7/26/2023 Creative Financial Designs Inc. ADV7,964$376K0.0%-4.3%0.103%
7/21/2023 Creative Planning17,759$839K0.0%+82.1%0.231%
7/19/2023 TAP Consulting LLC185,007$8.75M2.1%-1.5%2.403%
7/17/2023HM Payson & Co.75,000$3.55M0.1%+15.4%0.974%
(Data available from 1/1/2016 forward)

SCHJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHJ shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Schwab 1-5 Year Corporate Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($100.62M), Cetera Investment Advisers ($8.10M), Columbus Macro LLC ($7.36M), TAP Consulting LLC ($6.89M), Copperleaf Capital LLC ($6.15M), Cetera Advisors LLC ($5.14M), and Baldrige Asset Management LLC ($4.86M).Learn more on SCHJ's institutional investors.

Which institutional investors have been buying Schwab 1-5 Year Corporate Bond ETF stock?

Of the 73 institutional investors that purchased Schwab 1-5 Year Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RFP Financial Group LLC ($181.33K), Columbus Macro LLC ($172.34K), TAP Consulting LLC ($166.74K), Integrated Wealth Concepts LLC ($132.87K), Atria Wealth Solutions Inc. ($130.26K), Financial Architects Inc ($104.25K), and Cetera Advisors LLC ($101.22K).

How much institutional buying is happening at Schwab 1-5 Year Corporate Bond ETF?

Institutional investors have bought a total of 2,386,384 shares in the last 24 months. This purchase volume represents approximately $113.29M in transactions.

Which Schwab 1-5 Year Corporate Bond ETF major shareholders have been selling company stock?

Of the 54 institutional investors that sold Schwab 1-5 Year Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFP Financial Group LLC ($179.47K), TAP Consulting LLC ($111.67K), Atria Wealth Solutions Inc. ($102.70K), FLC Capital Advisors ($83.59K), Cambridge Investment Research Advisors Inc. ($49.43K), Client 1ST Advisory Group LLC ($43.90K), and Roundview Capital LLC ($39.85K).

How much institutional selling is happening at Schwab 1-5 Year Corporate Bond ETF?

Institutional investors have sold a total of 996,217 shares in the last 24 months. This volume of shares sold represents approximately $47.12M in transactions.


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This page (NYSEARCA:SCHJ) was last updated on 6/2/2024 by MarketBeat.com Staff

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