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

Schwab 1-5 Year Corporate Bond ETF logo
$24.13 0.00 (0.00%)
Closing price 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)
84
Total
Institutional Inflows
(last 12 months)
$97.51M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$16.52M
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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
10/13/2026Compass Financial Group INC SD276,121$6.66M0.7%+13.0%0.742%
10/10/2026Gilpin Wealth Management LLC43,250$1.04M0.7%+3.2%0.117%
10/9/2026GK Wealth Management LLC1,046$25K0.0%N/A0.003%
10/8/2026Plan A Wealth LLC10,996$265K0.1%N/A0.030%
10/7/2026Kwmg LLC8,693$210K0.0%N/A0.024%
10/5/2026Rosenberg Matthew Hamilton77,727$1.87M0.3%-1.6%0.216%
9/23/2026Envestnet Portfolio Solutions Inc.21,494$530K0.0%N/A0.060%
9/23/2026Envestnet Asset Management Inc.1,557,816$38.42M0.0%+303.4%4.364%
9/9/2026Sequoia Financial Advisors LLC26,246$647K0.0%N/A0.076%
9/9/2026NorthRock Partners LLC13,695$338K0.0%N/A0.040%
9/9/2026Integrated Wealth Concepts LLC19,002$469K0.0%+73.1%0.055%
9/9/2026IFP Advisors Inc4,436$109K0.0%+454.5%0.013%
9/8/2026Waverly Advisors LLC205,206$5.06M0.0%+8.9%0.593%
8/22/2026Concurrent Investment Advisors LLC13,995$345K0.0%-13.1%0.040%
8/21/2026Alamar Capital Management LLC16,116$397K0.2%N/A0.047%
7/10/2026Charles Schwab Trust Co18,804$464K0.0%-8.9%0.053%
7/9/2026Yanni & Associates Investment Advisors LLC145,694$3.59M3.3%+1.6%0.412%
7/9/2026Worth Asset Management LLC8,395$207K0.1%N/A0.024%
7/8/2026Kwmg LLC8,693$214K0.0%N/A0.025%
7/8/2026White Wing Wealth Management417,474$10.30M5.4%-10.6%1.207%
7/8/2026MFG Wealth Management Inc.124,377$3.07M2.2%+2.9%0.351%
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%
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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%
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%
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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%


SCHJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 159 institutional investors and hedge funds held shares of Schwab 1-5 Year Corporate Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($38.42M), Hartline Investment Corp ($15.83M), White Wing Wealth Management ($10.30M), Columbus Macro LLC ($10.19M), Cetera Investment Advisers ($9.61M), 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 157 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: Envestnet Asset Management Inc. ($1.39M), 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), and White Wing Wealth Management ($285.59K).

Institutional investors have bought a total of 3,932,180 shares in the last 24 months. This purchase volume represents approximately $97.51M 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 665,086 shares in the last 24 months. This volume of shares sold represents approximately $16.52M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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