Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

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

Schwab 1-5 Year Corporate Bond ETF logo
$24.62 0.00 (0.00%)
As of 05/22/2026 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)
89
Total
Institutional Inflows
(last 12 months)
$80.57M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$18.73M
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
5/21/2026 JDM Financial Group LLC4,012$99K0.0%N/A0.013%
5/19/2026 Western Wealth Management LLC1,100$27K0.0%N/A0.004%
5/19/2026 Bank of America Corp DE287,702$7.11M0.0%+3.7%0.940%
5/18/2026 EverSource Wealth Advisors LLC22,749$562K0.0%+18.6%0.074%
5/15/2026 Waverly Advisors LLC188,438$4.66M0.0%N/A0.616%
5/14/2026 Compound Planning Inc.29,097$719K0.0%+2.3%0.095%
5/13/2026 Cetera Investment Advisers388,794$9.61M0.0%+0.7%1.271%
5/13/2026 Clearwater Capital Advisors LLC27,800$687K0.1%-60.0%0.091%
5/8/2026 Cassaday & Co Wealth Management LLC1,574$39K0.0%N/A0.005%
5/7/2026 Van Strum & Towne Inc.212,550$5.26M1.5%+19.5%0.695%
5/7/2026 White & Co Financial Planning Inc120,518$2.98M2.1%+11.9%0.394%
5/6/2026 Modera Wealth Management LLC167,321$4.14M0.0%-20.6%0.547%
5/5/2026 SouthState 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%
3/17/2026 Rockefeller Capital Management L.P.31,008$772K0.0%N/A0.108%
3/12/2026Nalls Sherbakoff Group LLC1,061$26K0.0%N/A0.004%
3/9/2026 Corient Private Wealth LLC15,199$378K0.0%N/A0.053%
2/23/2026 Monetary Solutions Ltd51,555$1.28M1.3%N/A0.180%
2/19/2026 Compound Planning Inc.28,436$708K0.0%+20.6%0.099%
2/19/2026 Corient Private Wealth LLC15,199$378K0.0%N/A0.053%
2/18/2026 Mercer Global Advisors Inc. ADV139,728$3.48M0.0%-0.8%0.489%
2/18/2026 CacheTech Inc.18,340$457K0.1%N/A0.064%
2/18/2026 Cahill Financial Advisors Inc.37,224$927K0.1%-2.1%0.130%
2/17/2026 Cetera Investment Advisers386,165$9.62M0.0%+15.3%1.350%
2/17/2026 Osaic Holdings Inc.22,889$570K0.0%+39.5%0.080%
2/17/2026 Captrust Financial Advisors12,935$322K0.0%-5.8%0.045%
2/17/2026 Howe & Rusling Inc.2,686$67K0.0%N/A0.009%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
2/16/2026 Mariner LLC81,002$2.02M0.0%+94.8%0.283%
2/16/2026 Aptus 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%
2/13/2026 Integrated Wealth Concepts LLC9,071$226K0.0%-94.7%0.032%
2/13/2026 Summit Financial LLC223,951$5.58M0.1%+3.6%0.783%
2/12/2026 Jane 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%
2/11/2026 Focus Partners Advisor Solutions LLC20,097$500K0.0%-50.0%0.070%
2/11/2026 LPL Financial LLC49,340$1.23M0.0%+8.0%0.173%
2/11/2026 Victrix Investment Advisors71,818$1.79M0.7%N/A0.251%
2/11/2026 SlateStone Wealth LLC342,171$8.52M0.7%+65.6%1.196%
2/10/2026 Foundations 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%
2/9/2026 Clearwater 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%
2/6/2026 EverSource Wealth Advisors LLC19,189$478K0.0%+420.2%0.067%
2/6/2026 Fortis Group Advisors LLC20,980$524K0.1%N/A0.073%
2/6/2026 Creative Financial Designs Inc. ADV2,600$65K0.0%-78.2%0.009%
2/6/2026 HighTower 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%
2/4/2026 Meridian Wealth Management LLC294,657$7.34M0.3%-25.6%1.038%
2/3/2026 Van Strum & Towne Inc.177,901$4.43M1.2%+8.6%0.626%
2/3/2026 D.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%
1/29/2026 Sanctuary 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%
1/26/2026 WorthPointe 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%
1/21/2026 Modera Wealth Management LLC210,832$5.25M0.1%-1.1%0.756%
1/20/2026 Savvy 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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
1/1/2026 JPMorgan Chase & Co.28,178$703K0.0%+569.6%0.111%
11/17/2025 LGT Financial Advisors LLC1,308$33K0.1%N/A0.005%
11/17/2025 United Capital Financial Advisors LLC27,265$680K0.0%-3.7%0.107%
11/17/2025 Mariner LLC41,587$1.04M0.0%+5.9%0.163%
11/17/2025 Mercer Global Advisors Inc. ADV140,826$3.51M0.0%-3.6%0.552%
11/17/2025 Integrated Wealth Concepts LLC172,541$4.30M0.0%+9.1%0.677%


SCHJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 151 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 ($9.61M), 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.

Of the 149 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 Sightline Wealth Advisors LLC ($270.41K).

Institutional investors have bought a total of 3,239,001 shares in the last 24 months. This purchase volume represents approximately $80.57M in transactions.

Of the 41 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 ($163.47K), Meridian Wealth Management LLC ($101.20K), Clearwater Capital Advisors LLC ($77.84K), Essex LLC ($57.31K), Modera Wealth Management LLC ($46.49K), Columbus Macro LLC ($43.01K), and Bank of America Corp DE ($30.12K).

Institutional investors have sold a total of 753,712 shares in the last 24 months. This volume of shares sold represents approximately $18.73M in transactions.


Related Companies

This page (NYSEARCA:SCHJ) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
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
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel