Free Trial
→ Trump’s Exec Order #14154 could be a “Millionaire-Maker” (From Paradigm Press) (Ad) Free SCHJ Stock Alerts

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

Schwab 1-5 Year Corporate Bond ETF logo
$24.70 -0.11 (-0.42%)
As of 09:51 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$128.84M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$6.53M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/17/2025Howe & Rusling Inc.1,684$41K0.0%N/A0.008%
5/22/2025WBI Investments LLC10,482$258K0.1%N/A0.050%
5/21/2025Geneos Wealth Management Inc.1,112$27K0.0%N/A0.005%
5/19/2025Jane Street Group LLC67,600$1.67M0.0%N/A0.322%
5/19/2025Client 1ST Advisory Group LLC24,858$613K0.2%-2.8%0.118%
5/16/2025Cape Investment Advisory Inc.179,280$4.42M1.8%+1.2%0.854%
5/16/2025Coordinated Financial Services Inc. CO23,038$568K0.4%N/A0.110%
5/16/2025Integrated Wealth Concepts LLC157,637$3.88M0.0%-3.7%0.751%
5/16/2025Ancora Advisors LLC2,602$64K0.0%-24.5%0.012%
5/15/2025OLD Mission Capital LLC26,877$662K0.0%N/A0.128%
5/14/2025Kestra Advisory Services LLC133,105$3.28M0.0%N/A0.634%
5/14/2025Flow Traders U.S. LLC33,960$837K0.0%+111.9%0.162%
5/13/2025Compass Financial Group INC SD104,584$2.58M0.5%+36.8%0.498%
5/13/2025Seek First Inc.32,397$798K0.7%N/A0.154%
5/13/2025HighTower Advisors LLC144,534$3.56M0.0%-0.5%0.688%
5/12/2025Meridian Wealth Management LLC363,181$8.95M0.4%+14.9%1.729%
5/12/2025Townsquare Capital LLC12,422$306K0.0%N/A0.059%
5/9/2025Blair William & Co. IL2,262$56K0.0%+100.0%0.011%
5/8/2025Clearwater Capital Advisors LLC106,310$2.62M0.3%-1.4%0.511%
5/8/2025Harbour Investments Inc.5,861$144K0.0%-59.7%0.028%
5/8/2025Modera Wealth Management LLC206,155$5.08M0.1%-0.2%0.991%
5/8/2025SlateStone Wealth LLC195,920$4.83M0.5%+29.1%0.942%
5/7/2025Stonekeep Investments LLC26,794$660K0.5%-12.4%0.129%
5/7/2025Foundations Investment Advisors LLC88,863$2.19M0.0%+6.6%0.427%
5/7/2025Maridea Wealth Management LLC10,482$258K0.1%N/A0.050%
5/7/2025LPL Financial LLC157,257$3.88M0.0%-5.4%0.756%
5/7/2025White & Co Financial Planning Inc103,965$2.56M2.2%+2.2%0.500%
5/6/2025Cetera Investment Advisers330,732$8.15M0.0%-3.4%1.590%
5/6/2025Avantax Advisory Services Inc.24,239$597K0.0%+6.0%0.117%
5/6/2025Van Strum & Towne Inc.127,052$3.13M1.1%+0.8%0.611%
5/5/2025Jackson Creek Investment Advisors LLC84,541$2.08M0.7%+1.3%0.406%
5/2/2025Kingsview Wealth Management LLC17,728$437K0.0%+11.7%0.085%
4/29/2025Sightline Wealth Advisors LLC65,289$1.61M0.8%-23.4%0.314%
4/29/2025Envestnet Asset Management Inc.393,922$9.71M0.0%-1.7%1.894%
4/29/2025Pure Portfolios Holdings LLC119,474$2.94M1.1%+4.6%0.574%
4/28/2025Rosenberg Matthew Hamilton97,456$2.40M0.6%-6.8%0.469%
4/28/2025Mutual Advisors LLC51,878$1.28M0.0%-11.9%0.249%
4/25/2025Essex LLC125,075$3.08M0.7%-2.8%0.601%
4/24/2025Victrix Investment Advisors60,568$1.48M0.8%N/A0.291%
4/24/2025Capasso Planning Partners LLC30,513$752K0.3%-23.0%0.147%
The $7 company helping Nvidia build the world’s first trillion-dollar robot … (Ad)

Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profitable trends in tech … well ahead of Wall Street. Like when he called Nvidia at a mere 80 cents a share. Or Bitcoin when it was trading for just $300. Throughout his illustrious career … Michael has given his followers almost 150 different chances to register triple-digit gains.

Now he's identified his next potential winner. Click here to find out more.
4/23/2025Golden State Equity Partners10,688$263K0.1%+15.1%0.051%
4/22/2025Cambridge Investment Research Advisors Inc.68,197$1.68M0.0%+44.5%0.328%
4/21/2025White Wing Wealth Management315,963$7.75M6.2%+3.9%1.519%
4/18/2025Global Trust Asset Management LLC8,680$214K0.1%N/A0.042%
4/17/2025Columbus Macro LLC435,484$10.73M1.4%-0.8%2.094%
4/17/2025Sound Income Strategies LLC3,562$88K0.0%N/A0.017%
4/17/2025Dynamic Advisor Solutions LLC8,682$214K0.0%N/A0.042%
4/16/2025Wealth Enhancement Advisory Services LLC296,637$7.31M0.0%+1.7%1.426%
4/15/2025Stephens Group Asset Management LLC8,811$217K0.0%-68.2%0.042%
4/14/2025Farther Finance Advisors LLC17,297$425K0.0%+3.8%0.083%
4/10/2025Charles Schwab Trust Co32,200$793K0.1%-32.6%0.154%
4/10/2025Level Financial Advisors19,901$490K0.2%N/A0.095%
3/17/2025Wealth 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%
2/13/2025Savvy Advisors Inc.8,804$215K0.0%N/A0.105%
2/13/2025Cerity Partners LLC34,462$840K0.0%+525.0%0.413%
2/13/2025Peapack Gladstone Financial Corp11,220$273K0.0%+100.0%0.134%
2/13/2025Envestnet 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%
2/10/2025Creative 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%
2/10/2025First 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%
2/10/2025Capasso Planning Partners LLC39,641$966K0.4%+34.0%0.475%
2/10/2025Farther Finance Advisors LLC16,668$406K0.0%+154.4%0.200%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
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%
2/7/2025HM 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%
2/6/2025Amara Financial LLC.13,439$328K0.3%N/A0.161%
2/6/2025Modera Wealth Management LLC206,569$5.04M0.1%+93.7%2.474%
(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, 118 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), Meridian Wealth Management LLC ($8.95M), Bank of America Corp DE ($8.28M), Cetera Investment Advisers ($8.15M), and TAP Consulting LLC ($8.14M).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 115 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: Columbus Macro LLC ($442.12K), Meridian Wealth Management LLC ($407.48K), 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 5,272,391 shares in the last 24 months. This purchase volume represents approximately $128.84M in transactions.

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

Of the 30 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: Jane Street Group LLC ($52.63K), Capasso Planning Partners LLC ($21.91K), Sightline Wealth Advisors LLC ($19.90K), King Luther Capital Management Corp ($19K), Stephens Group Asset Management LLC ($18.89K), Brookstone Capital Management ($17.68K), and Charles Schwab Trust Co ($15.57K).

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

Institutional investors have sold a total of 265,017 shares in the last 24 months. This volume of shares sold represents approximately $6.53M in transactions.


Related Companies

This page (NYSEARCA:SCHJ) was last updated on 7/2/2025 by MarketBeat.com Staff
From Our Partners
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
379 passengers walked away from this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
Israel-Iran WAR Could Destroy Trump's Presidency
The missiles are already flying. Israel and Iran are now in direct military conflict — and this couldn't ha...
American Alternative | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
The #1 AI Energy Stock
Nearly $600 billion is projected to be spent on AI data centers this year. That's because the ones being bu...
Weiss Ratings | Sponsored