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

Schwab 1-5 Year Corporate Bond ETF logo
$24.60 0.00 (0.00%)
As of 07/2/2026 04:10 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)
89
Total
Institutional Inflows
(last 12 months)
$80.53M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$18.73M
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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
5/21/2026JDM Financial Group LLC4,012$99K0.0%N/A0.013%
5/19/2026Western Wealth Management LLC1,100$27K0.0%N/A0.004%
5/19/2026Bank of America Corp DE287,702$7.11M0.0%+3.7%0.940%
5/18/2026EverSource Wealth Advisors LLC22,749$562K0.0%+18.6%0.074%
5/15/2026Waverly Advisors LLC188,438$4.66M0.0%N/A0.616%
5/14/2026Compound Planning Inc.29,097$719K0.0%+2.3%0.095%
5/13/2026Cetera Investment Advisers388,794$9.61M0.0%+0.7%1.271%
5/13/2026Clearwater Capital Advisors LLC27,800$687K0.1%-60.0%0.091%
5/8/2026Cassaday & Co Wealth Management LLC1,574$39K0.0%N/A0.005%
5/7/2026Van Strum & Towne Inc.212,550$5.26M1.5%+19.5%0.695%
5/7/2026White & Co Financial Planning Inc120,518$2.98M2.1%+11.9%0.394%
5/6/2026Modera Wealth Management LLC167,321$4.14M0.0%-20.6%0.547%
5/5/2026SouthState Bank Corp8,457$209K0.0%N/A0.028%
5/4/2026Calamos Advisors LLC43,588$1.08M0.0%-23.8%0.142%
5/4/2026Team Financial Group LLC5,526$137K0.1%N/A0.018%
5/2/2026Valmark Advisers Inc.56,583$1.40M0.0%+4.5%0.185%
5/1/2026Fifth Third Bancorp2,000$49K0.0%N/A0.007%
4/30/2026Kestra Advisory Services LLC177,494$4.39M0.0%-8.7%0.582%
4/29/2026Hartline Investment Corp640,325$15.83M1.7%+10.9%2.099%
4/28/2026Ascentis Independent Advisors24,279$600K0.0%+111.3%0.080%
4/24/2026Essex LLC71,571$1.77M0.3%-17.1%0.235%
4/24/2026Global Trust Asset Management LLC7,000$173K0.1%-12.5%0.023%
4/23/2026Mayflower Financial Advisors LLC11,963$296K0.0%+9.7%0.039%
4/22/2026First Financial Group Corp73,010$1.81M1.5%+24.0%0.240%
4/21/2026Columbus Macro LLC411,963$10.19M1.1%-7.7%1.360%
4/21/2026RCS Financial Planning LLC19,241$476K0.2%+80.2%0.064%
4/20/2026Christensen 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%
2/23/2026Monetary 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%
2/17/2026Howe & Rusling Inc.2,686$67K0.0%N/A0.009%
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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%
2/13/2026Kestra 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%
2/12/2026Wilmington Savings Fund Society FSB6,750$168K0.0%+25.0%0.024%
2/11/2026Gilpin 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%
2/11/2026Victrix 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%
2/9/2026Coordinated 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%
2/9/2026Hartline 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%
2/6/2026Creative Financial Designs Inc. ADV2,600$65K0.0%-78.2%0.009%
2/6/2026HighTower Advisors LLC186,093$4.63M0.0%+22.8%0.651%
2/6/2026Yanni & Associates Investment Advisors LLC67,987$1.69M1.7%N/A0.238%
2/5/2026Moneywise 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%
2/2/2026Mutual Advisors LLC52,891$1.32M0.0%+0.9%0.186%
1/30/2026Pure Portfolios Holdings LLC160,487$4.00M1.2%+8.2%0.573%
1/30/2026Seek 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%
1/29/2026Concurrent Investment Advisors LLC18,322$456K0.0%+35.3%0.066%
1/29/2026Calamos Advisors LLC57,208$1.42M0.0%+10.7%0.205%
1/28/2026First Financial Group Corp58,880$1.47M1.2%+45.4%0.211%
1/27/2026Compass Financial Group INC SD167,948$4.18M0.6%+12.6%0.602%
1/26/2026Sightline Wealth Advisors LLC250,184$6.23M2.7%+79.5%0.897%
1/26/2026WorthPointe LLC8,532$212K0.1%N/A0.031%
1/26/2026Valmark Advisers Inc.54,157$1.35M0.0%+20.8%0.194%
1/23/2026Farther 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%
1/20/2026Global Trust Asset Management LLC8,000$199K0.1%+33.3%0.029%
1/20/2026Essex LLC86,309$2.15M0.4%-18.8%0.309%
1/15/2026RCS Financial Planning LLC10,679$266K0.1%-7.3%0.039%
1/15/2026White Wing Wealth Management426,746$10.63M6.3%+23.7%1.563%
1/15/2026Northstar Advisory Group LLC9,343$233K0.1%N/A0.034%
1/15/2026Columbus Macro LLC446,316$11.11M1.2%+2.9%1.635%
1/13/2026Mayflower Financial Advisors LLC10,907$272K0.0%+6.2%0.040%
1/12/2026Orser Capital Management LLC31,930$795K0.5%N/A0.117%
1/12/2026Focus Financial Network Inc.12,466$310K0.0%-15.0%0.046%
1/9/2026Charles Schwab Trust Co17,138$427K0.0%-4.8%0.063%
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1/8/2026Bennett Selby Investments LP15,650$390K0.1%+16.2%0.058%
1/8/2026Wealth Enhancement Advisory Services LLC331,346$8.26M0.0%+5.1%1.223%
1/7/2026MFG Wealth Management Inc.119,573$2.98M2.3%-0.5%0.441%
1/5/2026Rosenberg Matthew Hamilton79,682$1.98M0.4%-2.4%0.294%
1/1/2026JPMorgan Chase & Co.28,178$703K0.0%+569.6%0.111%
11/17/2025LGT 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%


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 3,237,317 shares in the last 24 months. This purchase volume represents approximately $80.53M 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.


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This page (NYSEARCA:SCHJ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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