SCHJ · Schwab 1-5 Year Corporate Bond ETF · Holdings ETF

$24.16 +0.02 (+0.07%)

Volume · Oct 21 103.67K Avg daily vol (3M) 291.4K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 30

Total Value: $51,781,104

Total Shares: 2,148,594

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 30 13F filers · Δ vs Jun 30, 2026

Top Holder

20.0%

+7.9 pts

Top 5

64.4%

+31.6 pts

Top 10

87.3%

+38.9 pts

HHI

1,082

Broadly held+716

Who Holds SCHJ

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 154 filers, like-for-like change +40.0%; actively managed books +38.0%; index-like books +12244.0%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	67.2%	106	+24.1%	20	5
Adviser	0.4%	2	+8.6%	0	0
Bank	5.5%	8	+95.8%	1	0
Insurer	5.6%	1	new	1	0
Broker-dealer	3.2%	1	+635.0%	0	0
Holding company	1.7%	5	+687.4%	2	0
Unknown	16.4%	31	+22.1%	10	2

Style	Share	Filers	Change	New	Exited
Index-like	1.4%	3	+12244.0%	2	0
Concentrated	36.8%	52	+9.3%	9	2
Diversified active	61.8%	99	+63.6%	23	5
Systematic-like	0.0%	0	—	0	0
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	86.8%	121	+46.4%	26	7
Medium turnover	4.3%	19	+63.7%	5	0
High turnover	0.3%	2	-74.9%	1	0
Unknown	8.6%	12	+4.2%	2	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	8.6%	11	+4.2%	2	0
Medium horizon	16.5%	30	+6.7%	5	2
Long horizon	67.5%	108	+43.2%	23	5
Unknown	7.3%	5	+1438.3%	4	0
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	35.9%	56	+4.9%	8	3
$1B to $10B	23.2%	49	+49.4%	15	1
$10B to $100B	17.2%	31	+29.9%	5	3
$100B or more	23.7%	18	+182.8%	6	0
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	62.4%	97	+24.1%	17	5
Registered funds and BDCs	0.3%	1	-12.5%	0	0
Pension and profit sharing plans	0.3%	3	+48.1%	1	0
Corporations	0.0%	1	0.0%	0	0
Other investment advisers	3.4%	2	+1.5%	0	0
Other	0.5%	1	new	1	0
Diversified	0.3%	1	new	1	0
Pooled investment vehicles	0.0%	0	—	0	0
Unknown	32.8%	48	+90.0%	14	2

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.3%	2	new	2	0
Private equity funds	1.9%	5	+35.2%	2	0
Real estate funds	0.2%	1	-5.9%	0	1
Other private funds	4.0%	8	+1.8%	1	0
Mixed private funds	0.0%	0	—	0	0
No private funds	60.8%	90	+25.2%	15	4
Private funds, type not stated	0.0%	0	—	0	0
Unknown	32.8%	48	+90.0%	14	2

Location	Share	Filers	Change	New	Exited
United States	99.8%	153	+39.8%	34	7
Outside the US	0.2%	1	+1874.7%	0	0

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F.

Conviction and Crowding

154 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

55.8% of filers hold it in their top 10

Mar 31, 2026: 84

Holders above 5%

median weight 0.010%

Mar 31, 2026: 3

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

48.4%

of 13F shares, Herfindahl 0.037

Active holders

+38.0%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 9.4 quarters

Under 1 year 31.3% 1 to 3 years 35.5% 3 years or more 33.1% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$24.76

estimated per share

Mar 31, 2026: $24.85

Quarter-end price

$24.66

implied by 13F values

Estimated gain or loss

-0.4%

price against the estimated cost

Estimated at a loss

95.7%

of costed 13F value

Estimated cost covers 33.7% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of SCHJ by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	43,588	1
Active funds	0	0
Unclassified	0	0
All registered funds	43,588	1

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -124

Institutional value: -83.7%

Shares held: -83.3%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Blue Trust, Inc.	+57,440	58,445
Small Compass Financial Group, INC/SD	+31,775	276,121
Small White & Co Financial Planning Inc	+19,995	161,288
Mid IFP Advisors, Inc	+17,955	22,391
Small Essex LLC	+16,965	86,099

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small RCS Financial Planning, LLC	−10,963	9,120
Small CLIENT 1ST ADVISORY GROUP, LLC	−3,920	13,460
Small BENNETT SELBY INVESTMENTS LP	−2,994	12,624
Small Global Trust Asset Management, LLC	−2,000	6,500
Small Rosenberg Matthew Hamilton	−1,263	77,727

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Plan A Wealth LLC	10,996	$265,003
Small Crescent Sterling, Ltd.	8,394	$202,295
Small GK Wealth Management LLC	1,046	$25,208
Small MB, LEVIS & ASSOCIATES, LLC	143	$3,446

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Mid Focus Financial Network, Inc.	11,472	$282,899
Small Breakwater Investment Management	406	$10,011
Small LifeSteps Financial, Inc.	200	$4,932

Filter: New 4 Increased 11 Reduced 9 Sold out 3 Unchanged 6

Holder type: Registered adviser 23 Unknown 7

Showing 30 of 30

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Small Columbus Macro, LLC Registered adviser SCHJ	$10,379,002	20.04%	430,664	—	+12,204 +2.9%	Shares	2026-10-14
Small Cape Investment Advisory, Inc. Registered adviser SCHJ	$8,515,566	16.45%	353,343	—	+7,152 +2.1%	Shares	2026-10-13
Small Compass Financial Group, INC/SD Registered adviser SCHJ	$6,654,516	12.85%	276,121	—	+31,775 +13.0%	Shares	2026-10-13
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SCHJ	$3,908,562	7.55%	162,181	—	+7,325 +4.7%	Shares	2026-10-13
Small White & Co Financial Planning Inc Registered adviser SCHJ	$3,887,040	7.51%	161,288	—	+19,995 +14.2%	Shares	2026-10-16
Micro Yanni & Associates Investment Advisors, LLC Registered adviser SCHJ	$3,534,843	6.83%	146,674	—	+980 +0.7%	Shares	2026-10-14
Small MFG WEALTH MANAGEMENT, INC. SCHJ	$2,980,109	5.76%	123,656	—	-721 -0.6%	Shares	2026-10-09
Small Essex LLC Registered adviser SCHJ	$2,074,985	4.01%	86,099	—	+16,965 +24.5%	Shares	2026-10-14
Small Rosenberg Matthew Hamilton Registered adviser SCHJ	$1,873,220	3.62%	77,727	—	-1,263 -1.6%	Shares	2026-10-05
Mid Blue Trust, Inc. SCHJ	$1,408,524	2.72%	58,445	—	+57,440 +5715.4%	Shares	2026-10-15
Small Cannon Financial Strategists, Inc. Registered adviser SCHJ	$1,133,423	2.19%	47,030	—	-522 -1.1%	Shares	2026-10-19
Small GILPIN WEALTH MANAGEMENT, LLC Registered adviser SCHJ	$1,042,325	2.01%	43,250	—	+1,325 +3.2%	Shares	2026-10-09
Large Farther Finance Advisors, LLC Registered adviser SCHJ	$756,402	1.46%	31,386	—	-383 -1.2%	Shares	2026-10-08
Mid IFP Advisors, Inc Registered adviser SCHJ	$539,623	1.04%	22,391	—	+17,955 +404.8%	Shares	2026-10-16
Mid Charles Schwab Trust Co SCHJ	$459,080	0.89%	19,049	—	+245 +1.3%	Shares	2026-10-15
Large Concurrent Investment Advisors, LLC Registered adviser SCHJ	$337,062	0.65%	13,986	—	-9 -0.1%	Shares	2026-10-16
Small Lodestone Wealth Management LLC Registered adviser SCHJ	$334,267	0.65%	13,870	—	0 0.0%	Shares	2026-10-14
Small CLIENT 1ST ADVISORY GROUP, LLC Registered adviser SCHJ	$324,386	0.63%	13,460	—	-3,920 -22.6%	Shares	2026-10-19
Small BENNETT SELBY INVESTMENTS LP Registered adviser SCHJ	$304,238	0.59%	12,624	—	-2,994 -19.2%	Shares	2026-10-19
Small Plan A Wealth LLC Registered adviser SCHJ	$265,003	0.51%	10,996	—	New	Shares	2026-10-08
Small RCS Financial Planning, LLC Registered adviser SCHJ	$219,792	0.42%	9,120	—	-10,963 -54.6%	Shares	2026-10-14
Mid KWMG, LLC Registered adviser SCHJ	$209,501	0.40%	8,693	—	0 0.0%	Shares	2026-10-07
Small Worth Asset Management, LLC SCHJ	$202,319	0.39%	8,395	—	0 0.0%	Shares	2026-10-07
Small Crescent Sterling, Ltd. SCHJ	$202,295	0.39%	8,394	—	New	Shares	2026-10-16
Small Global Trust Asset Management, LLC Registered adviser SCHJ	$156,650	0.30%	6,500	—	-2,000 -23.5%	Shares	2026-10-19
Mid CoreCap Advisors, LLC Registered adviser SCHJ	$37,933	0.07%	1,574	—	0 0.0%	Shares	2026-10-08
Small GK Wealth Management LLC SCHJ	$25,208	0.05%	1,046	—	New	Shares	2026-10-09
Small BLUELINE ADVISORS LLC Registered adviser SCHJ	$7,230	0.01%	300	—	0 0.0%	Shares	2026-10-15
Small PHILLIPS FINANCIAL MANAGEMENT, LLC Registered adviser SCHJ	$4,554	0.01%	189	—	0 0.0%	Shares	2026-10-19
Small MB, LEVIS & ASSOCIATES, LLC Registered adviser SCHJ	$3,446	0.01%	143	—	New	Shares	2026-10-16
Mid Focus Financial Network, Inc. SCHJ	$282,899	0.55%	11,472	—	Sold Out	Shares	2026-07-09
Small Breakwater Investment Management Registered adviser SCHJ	$10,011	0.02%	406	—	Sold Out	Shares	2026-08-06
Small LifeSteps Financial, Inc. Registered adviser SCHJ	$4,932	0.01%	200	—	Sold Out	Shares	2026-07-17
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