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

Schwab 1-5 Year Corporate Bond ETF logo
$24.54 -0.04 (-0.16%)
Closing price 05/2/2025 04:10 PM Eastern
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$24.54 0.00 (-0.02%)
As of 05/2/2025 06:42 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)
96
Total
Institutional Inflows
(last 12 months)
$121.22M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.59M
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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
5/2/2025 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%
3/12/2025Centaurus Financial Inc.4,188$102K0.0%+100.0%0.020%
3/6/2025IronOak Wealth LLC.36,523$890K1.0%N/A0.178%
2/27/2025REAP 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%
2/17/2025Visionary Wealth Advisors177,361$4.32M0.3%+1,025.1%2.124%
2/17/2025CoreCap Advisors LLC1,553$38K0.0%+99.9%0.019%
2/17/2025Cetera Investment Advisers342,482$8.35M0.0%+103.4%4.102%
2/17/2025Cahill Financial Advisors Inc.36,576$892K0.1%+45.0%0.438%
2/17/2025Captrust Financial Advisors13,852$338K0.0%+105.3%0.166%
2/17/2025Bank of America Corp DE339,849$8.28M0.0%+122.5%4.070%
2/17/2025Ameriprise Financial Inc.43,676$1.07M0.0%+104.8%0.523%
2/17/2025Ancora Advisors LLC3,446$84K0.0%+100.0%0.041%
2/17/2025Aptus Capital Advisors LLC4,602$112K0.0%+1,001.0%0.055%
2/14/2025Mercer Global Advisors Inc. ADV192,154$4.68M0.0%N/A2.301%
2/14/2025Integrated Wealth Concepts LLC163,641$3.99M0.0%+142.7%1.960%
2/14/2025Coppell Advisory Solutions LLC1,720$42K0.0%+100.0%0.021%
2/13/2025United Capital Financial Advisors LLC32,200$785K0.0%+77.4%0.386%
2/13/2025Mariner LLC135,834$3.31M0.0%+119.4%1.627%
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2/13/2025Savvy Advisors Inc.8,804$215K0.0%N/A0.105%
2/13/2025 Cerity Partners LLC34,462$840K0.0%+525.0%0.413%
2/13/2025Peapack 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%
2/12/2025Blair William & Co. IL1,131$28K0.0%N/A0.014%
2/12/2025JPMorgan Chase & Co.12,756$311K0.0%+96.5%0.153%
2/11/2025LPL Financial LLC166,222$4.05M0.0%+110.1%1.991%
2/11/2025TAP Consulting LLC334,109$8.14M1.7%+103.3%4.001%
2/11/2025VSM Wealth Advisory LLC4,973$121K0.0%N/A0.060%
2/10/2025Clearwater 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%
2/10/2025SlateStone Wealth LLC151,814$3.70M0.4%+159.0%1.818%
2/10/2025Harbour Investments Inc.14,553$355K0.0%+54.7%0.174%
2/10/2025 First Financial Group Corp9,100$222K0.2%N/A0.109%
2/10/2025Van Strum & Towne Inc.126,085$3.07M0.0%+139.0%1.510%
2/10/2025Commonwealth Equity Services LLC23,388$570K0.0%+107.4%0.280%
2/10/2025Avantax 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%
2/7/2025HighTower Advisors LLC145,245$3.54M0.0%+79.0%1.739%
2/7/2025King Luther Capital Management Corp12,405$302K0.0%+172.9%0.149%
2/7/2025Altiora 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%
2/7/2025Berkshire Asset Management LLC PA17,896$438K0.0%+78.9%0.214%
2/7/2025Jackson Creek Investment Advisors LLC83,465$2.03M0.6%+110.8%1.000%
2/6/2025Meridian Wealth Management LLC316,135$7.71M0.4%+116.1%3.786%
2/6/2025 Amara Financial LLC.13,439$328K0.3%N/A0.161%
2/6/2025Modera Wealth Management LLC206,569$5.04M0.1%+93.7%2.474%
2/5/2025Cape Investment Advisory Inc.177,205$4.32M1.7%+195.2%2.122%
2/3/2025 White Wing Wealth Management304,127$7.41M5.5%+115.5%3.642%
2/3/2025 FDx Advisors Inc.11,772$287K0.1%+100.3%0.141%
2/3/2025Cannon Financial Strategists Inc.54,156$1.32M0.2%+100.0%0.649%
1/31/2025Sanctuary Advisors LLC72,500$1.78M0.0%+6.7%0.868%
1/31/2025 Pure Portfolios Holdings LLC114,197$2.78M1.0%+114.5%1.368%
1/30/2025 Valmark Advisers Inc.45,033$1.10M0.0%+100.6%0.539%
1/30/2025 Lodestone Wealth Management LLC13,870$338K0.2%+100.0%0.166%
1/30/2025Compass Financial Group INC SD76,458$1.86M0.4%+118.9%0.916%
1/29/2025 Focus Financial Network Inc.13,197$322K0.0%+102.1%0.158%
1/28/2025 Essex LLC128,650$3.14M0.7%+99.8%1.541%
1/28/2025 Kingsview Wealth Management LLC15,868$387K0.0%+95.1%0.190%
1/24/2025 Columbus Macro LLC439,079$10.70M1.5%+127.9%5.258%
1/24/2025 Lederer & Associates Investment Counsel CA24,403$595K0.4%+95.9%0.292%
1/24/2025 Golden State Equity Partners9,288$226K0.0%+100.0%0.111%
1/23/2025White & Co Financial Planning Inc101,742$2.48M2.1%N/A1.218%
1/23/2025Heritage Financial Services LLC8,290$202K0.0%N/A0.099%
1/22/2025 Mayflower Financial Advisors LLC10,212$249K0.0%+117.8%0.122%
1/22/2025 Perigon Wealth Management LLC14,291$349K0.0%+132.9%0.171%
1/22/2025Foundations Investment Advisors LLC83,390$2.03M0.0%+126.4%0.999%
1/17/2025 Avior Wealth Management LLC1,220$30K0.0%+100.0%0.015%
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1/17/2025Atomi Financial Group Inc.24,283$592K0.0%+105.0%0.291%
1/16/2025 Charles Schwab Trust Co47,766$1.16M0.1%+37.2%0.572%
1/16/2025Client 1ST Advisory Group LLC25,578$623K0.2%N/A0.306%
1/15/2025Stonekeep Investments LLC30,583$745K0.6%+87.1%0.366%
1/14/2025 Stephens Group Asset Management LLC27,702$675K0.1%+342.0%0.332%
1/14/2025 Rosenberg Matthew Hamilton104,619$2.55M0.7%+88.3%1.253%
1/13/2025 Christensen King & Associates Investment Services Inc.17,162$417K0.2%+101.5%0.206%
1/13/2025 Sightline Wealth Advisors LLC85,190$2.08M1.1%N/A1.020%
1/13/2025Kades & Cheifetz LLC186,286$4.54M2.3%+116.4%2.231%
1/13/2025 Wedmont Private Capital22,389$544K0.0%+63.1%0.268%
(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, 110 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), Cetera Investment Advisers ($8.35M), Bank of America Corp DE ($8.28M), TAP Consulting LLC ($8.14M), and White Wing Wealth Management ($7.75M).Learn more on SCHJ's institutional investors.

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

Of the 106 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 ($360.43K), 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 5,964,537 shares in the last 24 months. This purchase volume represents approximately $145.12M in transactions.

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

Of the 38 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), Roundview Capital LLC ($35.32K), Brookstone Capital Management ($23.87K), 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 459,948 shares in the last 24 months. This volume of shares sold represents approximately $11.18M in transactions.


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This page (NYSEARCA:SCHJ) was last updated on 5/4/2025 by MarketBeat.com Staff
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