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

Schwab 1-5 Year Corporate Bond ETF logo
$24.59 +0.01 (+0.04%)
As of 05/23/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$128.80M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$6.53M
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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
5/22/2025 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%
5/16/2025 Coordinated 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%
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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%
3/6/2025IronOak Wealth LLC.36,523$890K1.0%N/A0.178%
2/27/2025 REAP Financial Group LLC2,073$51K0.0%N/A0.010%
2/25/2025B. Riley Wealth Advisors Inc.133,515$3.25M0.1%+85.1%0.651%
2/17/2025 Visionary Wealth Advisors177,361$4.32M0.3%+1,025.1%2.124%
2/17/2025 CoreCap Advisors LLC1,553$38K0.0%+99.9%0.019%
2/17/2025 Cetera Investment Advisers342,482$8.35M0.0%+103.4%4.102%
2/17/2025 Cahill Financial Advisors Inc.36,576$892K0.1%+45.0%0.438%
2/17/2025 Captrust Financial Advisors13,852$338K0.0%+105.3%0.166%
2/17/2025 Bank of America Corp DE339,849$8.28M0.0%+122.5%4.070%
2/17/2025 Ameriprise Financial Inc.43,676$1.07M0.0%+104.8%0.523%
2/17/2025 Ancora Advisors LLC3,446$84K0.0%+100.0%0.041%
2/17/2025 Aptus Capital Advisors LLC4,602$112K0.0%+1,001.0%0.055%
2/14/2025 Mercer Global Advisors Inc. ADV192,154$4.68M0.0%N/A2.301%
2/14/2025 Integrated Wealth Concepts LLC163,641$3.99M0.0%+142.7%1.960%
2/14/2025 Coppell Advisory Solutions LLC1,720$42K0.0%+100.0%0.021%
2/13/2025 United Capital Financial Advisors LLC32,200$785K0.0%+77.4%0.386%
2/13/2025 Mariner LLC135,834$3.31M0.0%+119.4%1.627%
2/13/2025 Savvy Advisors Inc.8,804$215K0.0%N/A0.105%
2/13/2025 Cerity Partners LLC34,462$840K0.0%+525.0%0.413%
2/13/2025 Peapack Gladstone Financial Corp11,220$273K0.0%+100.0%0.134%
2/13/2025 Envestnet Asset Management Inc.400,883$9.77M0.0%+111.9%4.801%
2/12/2025 Blair William & Co. IL1,131$28K0.0%N/A0.014%
2/12/2025 JPMorgan Chase & Co.12,756$311K0.0%+96.5%0.153%
2/11/2025 LPL Financial LLC166,222$4.05M0.0%+110.1%1.991%
2/11/2025TAP Consulting LLC334,109$8.14M1.7%+103.3%4.001%
2/11/2025 VSM Wealth Advisory LLC4,973$121K0.0%N/A0.060%
2/10/2025 Clearwater Capital Advisors LLC107,823$2.63M0.3%+452.5%1.291%
2/10/2025 Creative Financial Designs Inc. ADV11,653$284K0.0%+102.1%0.140%
2/10/2025 SlateStone Wealth LLC151,814$3.70M0.4%+159.0%1.818%
2/10/2025 Harbour Investments Inc.14,553$355K0.0%+54.7%0.174%
2/10/2025 First Financial Group Corp9,100$222K0.2%N/A0.109%
2/10/2025 Van Strum & Towne Inc.126,085$3.07M0.0%+139.0%1.510%
2/10/2025 Commonwealth Equity Services LLC23,388$570K0.0%+107.4%0.280%
2/10/2025 Avantax Advisory Services Inc.22,869$557K0.0%+81.2%0.274%
2/10/2025 Capasso Planning Partners LLC39,641$966K0.4%+34.0%0.475%
2/10/2025 Farther Finance Advisors LLC16,668$406K0.0%+154.4%0.200%
2/7/2025 HighTower Advisors LLC145,245$3.54M0.0%+79.0%1.739%
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2/7/2025 King Luther Capital Management Corp12,405$302K0.0%+172.9%0.149%
2/7/2025 Altiora Financial Group LLC69,420$1.69M0.4%+100.0%0.831%
2/7/2025Coordinated Financial Services Inc.22,774$555K0.4%N/A0.273%
2/7/2025 HM Payson & Co.150,000$3.66M0.1%+100.0%1.796%
2/7/2025 Berkshire Asset Management LLC PA17,896$438K0.0%+78.9%0.214%
2/7/2025 Jackson Creek Investment Advisors LLC83,465$2.03M0.6%+110.8%1.000%
2/6/2025 Meridian Wealth Management LLC316,135$7.71M0.4%+116.1%3.786%
2/6/2025 Amara Financial LLC.13,439$328K0.3%N/A0.161%
2/6/2025 Modera Wealth Management LLC206,569$5.04M0.1%+93.7%2.474%
2/5/2025 Cape Investment Advisory Inc.177,205$4.32M1.7%+195.2%2.122%
(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, 117 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 ($10.73M), Envestnet Asset Management Inc. ($9.71M), Meridian Wealth Management LLC ($8.95M), Bank of America Corp DE ($8.28M), Cetera Investment Advisers ($8.15M), and TAP Consulting LLC ($8.14M).Learn more on SCHJ's institutional investors.

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

Of the 114 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: Columbus Macro LLC ($442.12K), Meridian Wealth Management LLC ($407.48K), White Wing Wealth Management ($315.96K), Wealth Enhancement Advisory Services LLC ($291.20K), TAP Consulting LLC ($251.40K), Cetera Investment Advisers ($227.17K), and Envestnet Asset Management Inc. ($212.81K).

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

Institutional investors have bought a total of 6,411,846 shares in the last 24 months. This purchase volume represents approximately $156.16M in transactions.

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

Of the 42 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: TAP Consulting LLC ($105.08K), Jane Street Group LLC ($52.63K), Brookstone Capital Management ($23.87K), Integrated Wealth Concepts LLC ($23.44K), Capasso Planning Partners LLC ($21.91K), Sightline Wealth Advisors LLC ($19.90K), and King Luther Capital Management Corp ($19.54K).

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

Institutional investors have sold a total of 466,370 shares in the last 24 months. This volume of shares sold represents approximately $11.37M in transactions.


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This page (NYSEARCA:SCHJ) was last updated on 5/25/2025 by MarketBeat.com Staff
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