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

Schwab 1-5 Year Corporate Bond ETF logo
$24.94 +0.04 (+0.16%)
Closing price 09/5/2025 04:10 PM Eastern
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$24.94 -0.01 (-0.02%)
As of 09/5/2025 04:10 PM Eastern
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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)
114
Total
Institutional Inflows
(last 12 months)
$137.86M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$9.49M
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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
9/4/2025 Osaic Holdings Inc.16,751$416K0.0%+38.7%0.076%
8/19/2025 Cape Investment Advisory Inc.183,551$4.55M1.7%+2.4%0.831%
8/15/2025 Bank of America Corp DE249,350$6.19M0.0%-10.8%1.128%
8/15/2025 Ameriprise Financial Inc.45,970$1.14M0.0%-1.4%0.208%
8/14/2025 Raymond James Financial Inc.2,405$60K0.0%N/A0.011%
8/13/2025 Flow Traders U.S. LLC53,843$1.34M0.0%+58.5%0.244%
8/13/2025 Beacon Pointe Advisors LLC10,636$264K0.0%N/A0.048%
8/12/2025 SlateStone Wealth LLC232,966$5.78M0.5%+18.9%1.054%
8/12/2025 JPMorgan Chase & Co.4,208$104K0.0%-9.2%0.019%
8/8/2025 Kingsview Wealth Management LLC19,682$488K0.0%+11.0%0.089%
8/8/2025 Cetera Investment Advisers311,546$7.73M0.0%-5.8%1.410%
8/8/2025 Creative Planning25,195$625K0.0%+22.6%0.114%
8/8/2025 Meridian Wealth Management LLC372,585$9.24M0.4%+2.6%1.686%
8/8/2025 Foundations Investment Advisors LLC99,349$2.47M0.0%+11.8%0.450%
8/8/2025 Burling Wealth Partners LLC12,240$304K0.1%N/A0.055%
8/8/2025 Calamos Advisors LLC31,738$787K0.0%N/A0.144%
8/7/2025 Cahill Financial Advisors Inc.37,997$943K0.1%+2.4%0.172%
8/7/2025 FDx Advisors Inc.11,154$277K0.1%-5.5%0.050%
8/6/2025 Capasso Planning Partners LLC16,226$403K0.2%-46.8%0.073%
8/6/2025 Modera Wealth Management LLC205,449$5.10M0.1%-0.3%0.930%
8/4/2025 AlphaStar Capital Management LLC192,974$4.79M0.3%N/A0.873%
8/4/2025 Quaker Wealth Management LLC6,000$149K0.0%-200.0%0.027%
8/1/2025 Envestnet Asset Management Inc.374,983$9.30M0.0%-4.8%1.712%
7/31/2025 Focus Partners Advisor Solutions LLC18,737$465K0.0%N/A0.086%
7/28/2025 Rosenberg Matthew Hamilton81,616$2.03M0.5%-16.3%0.376%
7/28/2025 Mutual Advisors LLC52,953$1.31M0.0%+2.1%0.244%
7/28/2025 Essex LLC128,883$3.20M0.6%+3.0%0.594%
7/28/2025 Harbour Investments Inc.5,074$126K0.0%-13.4%0.023%
7/25/2025 Van Strum & Towne Inc.163,092$4.05M1.3%+28.4%0.752%
7/24/2025 Coordinated Financial Services Inc.22,245$552K0.4%N/A0.103%
7/23/2025 Columbus Macro LLC426,824$10.59M1.3%-2.0%1.967%
7/23/2025 Pure Portfolios Holdings LLC138,956$3.45M1.2%+16.3%0.640%
7/23/2025 First Financial Group Corp12,085$300K0.3%+32.8%0.056%
7/23/2025 Roundview Capital LLC23,790$590K0.0%-6.0%0.110%
7/22/2025 Compass Financial Group INC SD125,310$3.11M0.5%+19.8%0.577%
7/18/2025 Client 1ST Advisory Group LLC18,168$451K0.2%-26.9%0.084%
7/17/2025 Global Trust Asset Management LLC6,000$149K0.1%-30.9%0.028%
7/17/2025 XY Planning Network Inc.8,901$221K0.1%N/A0.041%
7/17/2025 Charles Schwab Trust Co17,683$439K0.0%-45.1%0.082%
7/16/2025 Maridea Wealth Management LLC8,505$211K0.1%-18.9%0.039%
7/11/2025 Farther Finance Advisors LLC29,473$731K0.0%+70.4%0.138%
7/10/2025 White Wing Wealth Management324,033$8.04M5.4%+2.6%1.514%
7/10/2025 Worth Asset Management LLC9,873$245K0.1%-10.4%0.046%
7/10/2025 Wealth Enhancement Advisory Services LLC299,200$7.39M0.0%+0.9%1.398%
7/10/2025 Stonekeep Investments LLC22,378$555K0.4%-16.5%0.105%
7/10/2025 Signal Advisors Wealth LLC12,384$307K0.0%N/A0.058%
6/17/2025 Howe & Rusling Inc.1,684$41K0.0%N/A0.008%
5/22/2025 WBI Investments LLC10,482$258K0.1%N/A0.050%
5/21/2025 Geneos Wealth Management Inc.1,112$27K0.0%N/A0.005%
5/19/2025 Jane Street Group LLC67,600$1.67M0.0%N/A0.322%
5/19/2025 Client 1ST Advisory Group LLC24,858$613K0.2%-2.8%0.118%
5/16/2025 Cape Investment Advisory Inc.179,280$4.42M1.8%+1.2%0.854%
5/16/2025Coordinated Financial Services Inc. CO23,038$568K0.4%N/A0.110%
5/16/2025 Integrated Wealth Concepts LLC157,637$3.88M0.0%-3.7%0.751%
5/16/2025 Ancora Advisors LLC2,602$64K0.0%-24.5%0.012%
5/15/2025 OLD Mission Capital LLC26,877$662K0.0%N/A0.128%
5/14/2025 Kestra Advisory Services LLC133,105$3.28M0.0%N/A0.634%
5/14/2025 Flow Traders U.S. LLC33,960$837K0.0%+111.9%0.162%
5/13/2025 Compass Financial Group INC SD104,584$2.58M0.5%+36.8%0.498%
5/13/2025 Seek First Inc.32,397$798K0.7%N/A0.154%
5/13/2025 HighTower Advisors LLC144,534$3.56M0.0%-0.5%0.688%
5/12/2025 Meridian Wealth Management LLC363,181$8.95M0.4%+14.9%1.729%
5/12/2025 Townsquare Capital LLC12,422$306K0.0%N/A0.059%
5/9/2025 Blair William & Co. IL2,262$56K0.0%+100.0%0.011%
5/8/2025 Clearwater Capital Advisors LLC106,310$2.62M0.3%-1.4%0.511%
5/8/2025 Harbour Investments Inc.5,861$144K0.0%-59.7%0.028%
5/8/2025 Modera Wealth Management LLC206,155$5.08M0.1%-0.2%0.991%
5/8/2025 SlateStone Wealth LLC195,920$4.83M0.5%+29.1%0.942%
5/7/2025 Stonekeep Investments LLC26,794$660K0.5%-12.4%0.129%
5/7/2025 Foundations Investment Advisors LLC88,863$2.19M0.0%+6.6%0.427%
5/7/2025 Maridea Wealth Management LLC10,482$258K0.1%N/A0.050%
5/7/2025 LPL Financial LLC157,257$3.88M0.0%-5.4%0.756%
5/7/2025 White & Co Financial Planning Inc103,965$2.56M2.2%+2.2%0.500%
5/6/2025 Cetera Investment Advisers330,732$8.15M0.0%-3.4%1.590%
5/6/2025 Avantax Advisory Services Inc.24,239$597K0.0%+6.0%0.117%
5/6/2025 Van Strum & Towne Inc.127,052$3.13M1.1%+0.8%0.611%
5/5/2025 Jackson Creek Investment Advisors LLC84,541$2.08M0.7%+1.3%0.406%
5/2/2025 Kingsview Wealth Management LLC17,728$437K0.0%+11.7%0.085%
4/29/2025 Sightline Wealth Advisors LLC65,289$1.61M0.8%-23.4%0.314%
4/29/2025 Envestnet Asset Management Inc.393,922$9.71M0.0%-1.7%1.894%
4/29/2025 Pure Portfolios Holdings LLC119,474$2.94M1.1%+4.6%0.574%
4/28/2025 Rosenberg Matthew Hamilton97,456$2.40M0.6%-6.8%0.469%
4/28/2025 Mutual Advisors LLC51,878$1.28M0.0%-11.9%0.249%
4/25/2025 Essex LLC125,075$3.08M0.7%-2.8%0.601%
4/24/2025 Victrix Investment Advisors60,568$1.48M0.8%N/A0.291%
4/24/2025 Capasso Planning Partners LLC30,513$752K0.3%-23.0%0.147%
4/23/2025 Golden State Equity Partners10,688$263K0.1%+15.1%0.051%
4/22/2025 Cambridge Investment Research Advisors Inc.68,197$1.68M0.0%+44.5%0.328%
4/21/2025 White Wing Wealth Management315,963$7.75M6.2%+3.9%1.519%
4/18/2025 Global Trust Asset Management LLC8,680$214K0.1%N/A0.042%
4/17/2025 Columbus Macro LLC435,484$10.73M1.4%-0.8%2.094%
4/17/2025 Sound Income Strategies LLC3,562$88K0.0%N/A0.017%
4/17/2025 Dynamic Advisor Solutions LLC8,682$214K0.0%N/A0.042%
4/16/2025 Wealth Enhancement Advisory Services LLC296,637$7.31M0.0%+1.7%1.426%
4/15/2025 Stephens Group Asset Management LLC8,811$217K0.0%-68.2%0.042%
4/14/2025 Farther Finance Advisors LLC17,297$425K0.0%+3.8%0.083%
4/10/2025 Charles Schwab Trust Co32,200$793K0.1%-32.6%0.154%
4/10/2025 Level Financial Advisors19,901$490K0.2%N/A0.095%
3/17/2025 Wealth Enhancement Advisory Services LLC291,626$7.11M0.0%+3,296.5%1.416%
3/12/2025 Centaurus Financial Inc.4,188$102K0.0%+100.0%0.020%
(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, 126 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), Columbus Macro LLC ($10.59M), Envestnet Asset Management Inc. ($9.30M), Meridian Wealth Management LLC ($9.24M), TAP Consulting LLC ($8.14M), White Wing Wealth Management ($8.04M), and Cetera Investment Advisers ($7.73M).Learn more on Schwab 1-5 Year Corporate Bond ETF's institutional investors.

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

Of the 123 institutional investors that purchased Schwab 1-5 Year Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Columbus Macro LLC ($442.12K), Meridian Wealth Management LLC ($416.88K), White Wing Wealth Management ($324.03K), Wealth Enhancement Advisory Services LLC ($293.77K), AlphaStar Capital Management LLC ($253.10K), TAP Consulting LLC ($251.40K), and Cetera Investment Advisers ($227.17K).

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

Institutional investors have bought a total of 5,631,533 shares in the last 24 months. This purchase volume represents approximately $137.86M in transactions.

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

Of the 36 institutional investors that sold Schwab 1-5 Year Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($52.63K), Capasso Planning Partners LLC ($36.20K), Cetera Investment Advisers ($30.94K), Bank of America Corp DE ($30.12K), Charles Schwab Trust Co ($30.08K), Envestnet Asset Management Inc. ($25.90K), and Rosenberg Matthew Hamilton ($23.49K).

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

Institutional investors have sold a total of 383,269 shares in the last 24 months. This volume of shares sold represents approximately $9.49M in transactions.


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This page (NYSEARCA:SCHJ) was last updated on 9/7/2025 by MarketBeat.com Staff
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