Free Trial
→ Elon Musk’s $1 Quadrillion AI IPO (From Brownstone Research) (Ad)tc pixel Free SCHJ Stock Alerts

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

Schwab 1-5 Year Corporate Bond ETF logo
$24.64 +0.01 (+0.04%)
As of 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)
95
Total
Institutional Inflows
(last 12 months)
$85.68M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$17.69M
Get SCHJ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab 1-5 Year Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHJ Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026SouthState Bank Corp8,457$209K0.0%N/A0.028%
5/4/2026 Calamos Advisors LLC43,588$1.08M0.0%-23.8%0.142%
5/4/2026 Team Financial Group LLC5,526$137K0.1%N/A0.018%
5/2/2026 Valmark Advisers Inc.56,583$1.40M0.0%+4.5%0.185%
5/1/2026 Fifth Third Bancorp2,000$49K0.0%N/A0.007%
4/30/2026 Kestra Advisory Services LLC177,494$4.39M0.0%-8.7%0.582%
4/29/2026 Hartline Investment Corp640,325$15.83M1.7%+10.9%2.099%
4/28/2026 Ascentis Independent Advisors24,279$600K0.0%+111.3%0.080%
4/24/2026 Essex LLC71,571$1.77M0.3%-17.1%0.235%
4/24/2026 Global Trust Asset Management LLC7,000$173K0.1%-12.5%0.023%
4/23/2026 Mayflower Financial Advisors LLC11,963$296K0.0%+9.7%0.039%
4/22/2026 First Financial Group Corp73,010$1.81M1.5%+24.0%0.240%
4/21/2026 Columbus Macro LLC411,963$10.19M1.1%-7.7%1.360%
4/21/2026 RCS Financial Planning LLC19,241$476K0.2%+80.2%0.064%
4/20/2026 Christensen King & Associates Investment Services Inc.19,349$478K0.2%+16.7%0.064%
3/17/2026Rockefeller Capital Management L.P.31,008$772K0.0%N/A0.108%
3/12/2026Nalls Sherbakoff Group LLC1,061$26K0.0%N/A0.004%
3/9/2026Corient Private Wealth LLC15,199$378K0.0%N/A0.053%
2/23/2026 Monetary Solutions Ltd51,555$1.28M1.3%N/A0.180%
2/19/2026Compound Planning Inc.28,436$708K0.0%+20.6%0.099%
2/19/2026Corient Private Wealth LLC15,199$378K0.0%N/A0.053%
2/18/2026Mercer Global Advisors Inc. ADV139,728$3.48M0.0%-0.8%0.489%
2/18/2026CacheTech Inc.18,340$457K0.1%N/A0.064%
2/18/2026Cahill Financial Advisors Inc.37,224$927K0.1%-2.1%0.130%
2/17/2026Cetera Investment Advisers386,165$9.62M0.0%+15.3%1.350%
2/17/2026Osaic Holdings Inc.22,889$570K0.0%+39.5%0.080%
2/17/2026Captrust Financial Advisors12,935$322K0.0%-5.8%0.045%
2/17/2026 Howe & Rusling Inc.2,686$67K0.0%N/A0.009%
2/16/2026Mariner LLC81,002$2.02M0.0%+94.8%0.283%
2/16/2026Aptus Capital Advisors LLC4,061$101K0.0%-27.0%0.014%
2/13/2026 Kestra Advisory Services LLC194,461$4.84M0.0%-4.0%0.680%
2/13/2026Integrated Wealth Concepts LLC9,071$226K0.0%-94.7%0.032%
2/13/2026Summit Financial LLC223,951$5.58M0.1%+3.6%0.783%
2/12/2026Jane Street Group LLC11,427$285K0.0%N/A0.040%
2/12/2026 Wilmington Savings Fund Society FSB6,750$168K0.0%+25.0%0.024%
2/11/2026 Gilpin Wealth Management LLC24,875$619K0.5%N/A0.087%
2/11/2026Focus Partners Advisor Solutions LLC20,097$500K0.0%-50.0%0.070%
2/11/2026LPL Financial LLC49,340$1.23M0.0%+8.0%0.173%
2/11/2026 Victrix Investment Advisors71,818$1.79M0.7%N/A0.251%
2/11/2026SlateStone Wealth LLC342,171$8.52M0.7%+65.6%1.196%
2/10/2026Foundations Investment Advisors LLC118,047$2.94M0.0%+12.3%0.413%
2/9/2026 Coordinated Financial Services Inc.32,620$812K0.5%+20.2%0.114%
2/9/2026Clearwater Capital Advisors LLC69,522$1.73M0.1%-34.2%0.243%
2/9/2026 Hartline Investment Corp577,290$14.38M1.6%+2,999.5%2.018%
2/6/2026EverSource Wealth Advisors LLC19,189$478K0.0%+420.2%0.067%
2/6/2026Fortis Group Advisors LLC20,980$524K0.1%N/A0.073%
2/6/2026 Creative Financial Designs Inc. ADV2,600$65K0.0%-78.2%0.009%
2/6/2026HighTower Advisors LLC186,093$4.63M0.0%+22.8%0.651%
2/6/2026 Yanni & Associates Investment Advisors LLC67,987$1.69M1.7%N/A0.238%
2/5/2026 Moneywise Inc.35,815$892K0.4%N/A0.125%
2/4/2026Meridian Wealth Management LLC294,657$7.34M0.3%-25.6%1.038%
2/3/2026Van Strum & Towne Inc.177,901$4.43M1.2%+8.6%0.626%
2/3/2026D.B. Root & Company LLC9,350$233K0.1%+9.6%0.033%
2/2/2026 Mutual Advisors LLC52,891$1.32M0.0%+0.9%0.186%
1/30/2026Pure Portfolios Holdings LLC160,487$4.00M1.2%+8.2%0.573%
1/30/2026 Seek First Inc.33,676$839K0.6%+1.7%0.120%
1/29/2026Comerica Bank2,000$50K0.0%N/A0.007%
1/29/2026Sanctuary Advisors LLC81,332$2.03M0.0%+1.0%0.292%
1/29/2026 Concurrent Investment Advisors LLC18,322$456K0.0%+35.3%0.066%
1/29/2026 Calamos Advisors LLC57,208$1.42M0.0%+10.7%0.205%
1/28/2026 First Financial Group Corp58,880$1.47M1.2%+45.4%0.211%
1/27/2026 Compass Financial Group INC SD167,948$4.18M0.6%+12.6%0.602%
1/26/2026 Sightline Wealth Advisors LLC250,184$6.23M2.7%+79.5%0.897%
1/26/2026WorthPointe LLC8,532$212K0.1%N/A0.031%
1/26/2026 Valmark Advisers Inc.54,157$1.35M0.0%+20.8%0.194%
1/23/2026 Farther Finance Advisors LLC24,386$607K0.0%-2.0%0.087%
1/21/2026Modera Wealth Management LLC210,832$5.25M0.1%-1.1%0.756%
1/20/2026Savvy Advisors Inc.11,168$278K0.0%+17.8%0.040%
1/20/2026 Global Trust Asset Management LLC8,000$199K0.1%+33.3%0.029%
1/20/2026 Essex LLC86,309$2.15M0.4%-18.8%0.309%
1/15/2026 RCS Financial Planning LLC10,679$266K0.1%-7.3%0.039%
1/15/2026 White Wing Wealth Management426,746$10.63M6.3%+23.7%1.563%
1/15/2026 Northstar Advisory Group LLC9,343$233K0.1%N/A0.034%
1/15/2026 Columbus Macro LLC446,316$11.11M1.2%+2.9%1.635%
1/13/2026 Mayflower Financial Advisors LLC10,907$272K0.0%+6.2%0.040%
1/12/2026 Orser Capital Management LLC31,930$795K0.5%N/A0.117%
1/12/2026 Focus Financial Network Inc.12,466$310K0.0%-15.0%0.046%
1/9/2026 Charles Schwab Trust Co17,138$427K0.0%-4.8%0.063%
1/8/2026 Bennett Selby Investments LP15,650$390K0.1%+16.2%0.058%
1/8/2026 Wealth Enhancement Advisory Services LLC331,346$8.26M0.0%+5.1%1.223%
1/7/2026 MFG Wealth Management Inc.119,573$2.98M2.3%-0.5%0.441%
1/5/2026 Rosenberg Matthew Hamilton79,682$1.98M0.4%-2.4%0.294%
1/1/2026JPMorgan Chase & Co.28,178$703K0.0%+569.6%0.111%
11/17/2025 LGT Financial Advisors LLC1,308$33K0.1%N/A0.005%
11/17/2025United Capital Financial Advisors LLC27,265$680K0.0%-3.7%0.107%
11/17/2025Mariner LLC41,587$1.04M0.0%+5.9%0.163%
11/17/2025Mercer Global Advisors Inc. ADV140,826$3.51M0.0%-3.6%0.552%
11/17/2025Integrated Wealth Concepts LLC172,541$4.30M0.0%+9.1%0.677%
11/17/2025Citadel Advisors LLC81,631$2.04M0.0%+330.9%0.320%
11/17/2025Bank of America Corp DE264,968$6.61M0.0%+6.3%1.039%
11/14/2025Creative Planning26,733$667K0.0%+6.1%0.105%
11/13/2025PFG Advisors11,021$275K0.0%N/A0.043%
11/13/2025VSM Wealth Advisory LLC3,033$76K0.0%-39.3%0.012%
11/12/2025Focus Partners Advisor Solutions LLC40,194$1M0.0%+114.5%0.158%
11/12/2025Brand Asset Management Group Inc.84,118$2.10M0.6%N/A0.330%
11/10/2025Compound Planning Inc.23,570$588K0.0%+3.1%0.092%
11/10/2025EverSource Wealth Advisors LLC3,689$92K0.0%N/A0.014%
11/7/2025Burling Wealth Partners LLC9,440$235K0.0%-22.9%0.037%
11/7/2025JPMorgan Chase & Co.28,178$703K0.0%+569.6%0.111%
11/7/2025HighTower Advisors LLC151,501$3.78M0.0%+4.2%0.594%


SCHJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHJ shares?

During the previous two years, 149 institutional investors and hedge funds held shares of Schwab 1-5 Year Corporate Bond ETF. The most heavily invested institutionals were Hartline Investment Corp ($15.83M), White Wing Wealth Management ($10.63M), Columbus Macro LLC ($10.19M), Cetera Investment Advisers ($9.62M), Envestnet Asset Management Inc. ($9.42M), SlateStone Wealth LLC ($8.52M), and Wealth Enhancement Advisory Services LLC ($8.26M).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 146 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: Hartline Investment Corp ($640.33K), Meridian Wealth Management LLC ($395.85K), White Wing Wealth Management ($341.70K), Wealth Enhancement Advisory Services LLC ($325.91K), SlateStone Wealth LLC ($309.86K), Columbus Macro LLC ($309.27K), and Cetera Investment Advisers ($278.35K).

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

Institutional investors have bought a total of 3,447,283 shares in the last 24 months. This purchase volume represents approximately $85.68M in transactions.

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

Of the 44 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: Integrated Wealth Concepts LLC ($169.47K), Meridian Wealth Management LLC ($101.20K), Essex LLC ($57.31K), Columbus Macro LLC ($43.01K), Clearwater Capital Advisors LLC ($37.63K), Cetera Investment Advisers ($30.94K), and Bank of America Corp DE ($30.12K).

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

Institutional investors have sold a total of 711,881 shares in the last 24 months. This volume of shares sold represents approximately $17.69M in transactions.


Related Companies

This page (NYSEARCA:SCHJ) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel