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

Schwab 1-5 Year Corporate Bond ETF logo
$24.16 -0.11 (-0.45%)
Closing price 04:10 PM Eastern
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$24.16 0.00 (-0.02%)
As of 04:44 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)
82
Total
Institutional Inflows
(last 12 months)
$70.16M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$16.49M
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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
9/9/2026 Sequoia Financial Advisors LLC26,246$647K0.0%N/A0.076%
9/9/2026 NorthRock Partners LLC13,695$338K0.0%N/A0.040%
9/9/2026 Integrated Wealth Concepts LLC19,002$469K0.0%+73.1%0.055%
9/9/2026 IFP Advisors Inc4,436$109K0.0%+454.5%0.013%
9/8/2026 Waverly Advisors LLC205,206$5.06M0.0%+8.9%0.593%
8/22/2026 Concurrent Investment Advisors LLC13,995$345K0.0%-13.1%0.040%
8/21/2026 Alamar Capital Management LLC16,116$397K0.2%N/A0.047%
7/10/2026 Charles Schwab Trust Co18,804$464K0.0%-8.9%0.053%
7/9/2026 Yanni & Associates Investment Advisors LLC145,694$3.59M3.3%+1.6%0.412%
7/9/2026 Worth Asset Management LLC8,395$207K0.1%N/A0.024%
7/8/2026 Kwmg LLC8,693$214K0.0%N/A0.025%
7/8/2026 White Wing Wealth Management417,474$10.30M5.4%-10.6%1.207%
7/8/2026 MFG Wealth Management Inc.124,377$3.07M2.2%+2.9%0.351%
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%
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3/17/2026 Rockefeller Capital Management L.P.31,008$772K0.0%N/A0.108%
3/12/2026 Nalls 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%
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%
2/9/2026Coordinated 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%
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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%


SCHJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 156 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 ($10.30M), 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 154 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), Wealth Enhancement Advisory Services LLC ($323.68K), SlateStone Wealth LLC ($309.86K), Columbus Macro LLC ($309.27K), White Wing Wealth Management ($290.54K), and Sightline Wealth Advisors LLC ($270.41K).

Institutional investors have bought a total of 2,820,194 shares in the last 24 months. This purchase volume represents approximately $70.16M in transactions.

Of the 31 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), White Wing Wealth Management ($49.34K), Modera Wealth Management LLC ($45.79K), and Columbus Macro LLC ($34.35K).

Institutional investors have sold a total of 663,823 shares in the last 24 months. This volume of shares sold represents approximately $16.49M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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