SCHJ · Schwab 1-5 Year Corporate Bond ETF ETF

$24.40 +0.00 (+0.00%) At close · Sep 4

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 →

Quarter:

Holders: 127

Total Value: $228,171,587

Total Shares: 9,228,378

Showing 1–100 of 127 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 127 13F filers · Δ vs Dec 31, 2025

Top Holder

8.0%

+0.4 pts

Top 5

28.7%

−0.0 pts

Top 10

47.3%

−0.6 pts

HHI

313

Broadly held−5

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +1

Institutional value: +4.6%

Shares held: +5.3%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega JANE STREET GROUP, LLC	+149,445	160,872
Micro Sightline Wealth Advisors, LLC	+123,352	373,536
Micro Hamrick Investment Counsel, llc	+76,476	742,523
Micro Yanni & Associates Investment Advisors, LLC	+75,413	143,400
Small HARTLINE INVESTMENT CORP/	+63,035	640,325

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	−170,524	160,822
Mid Summit Financial, LLC	−108,903	115,048
Mid Modera Wealth Management, LLC	−43,511	167,321
Small Clearwater Capital Advisors, LLC	−41,722	27,800
Large Cambridge Investment Research Advisors, Inc.	−41,259	18,607

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mid Waverly Advisors, LLC	188,438	$4,659,129
Micro FF Advisors,LLC	139,195	$3,441,596
Micro Layline Advisors, LLC	73,993	$1,829,476
Small Rossby Financial, LCC	63,050	$1,558,911
Small Steele Capital Management, Inc.	17,264	$426,852

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Small PURE PORTFOLIOS HOLDINGS LLC	160,487	$3,996,126
Mega CITADEL ADVISORS LLC	42,073	$1,047,617
Small ORSER CAPITAL MANAGEMENT, LLC	31,930	$795,057
Small CacheTech Inc.	18,340	$456,666
Micro WorthPointe, LLC	8,532	$212,446

Filter: New 17 Increased 56 Reduced 30 Sold out 16 Unchanged 24

Showing 100 of 127

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Hamrick Investment Counsel, llc SCHJ

$18,358,881

8.05%

742,523

HARTLINE INVESTMENT CORP/ SCHJ

$15,832,035

6.94%

640,325

White Wing Wealth Management SCHJ

$11,542,075

5.06%

466,818

Columbus Macro, LLC SCHJ

$10,185,785

4.46%

411,963

Cetera Investment Advisers SCHJ

$9,612,931

4.21%

388,794

ENVESTNET ASSET MANAGEMENT INC SCHJ

$9,548,968

4.18%

386,207

Sightline Wealth Advisors, LLC SCHJ

$9,235,677

4.05%

373,536

Cape Investment Advisory, Inc. SCHJ

$8,412,582

3.69%

340,246

SlateStone Wealth, LLC SCHJ

$7,906,758

3.47%

319,788

Meridian Wealth Management, LLC SCHJ

$7,260,125

3.18%

293,635

BANK OF AMERICA CORP /DE/ SCHJ

$7,113,431

3.12%

287,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	65,667	$1,623,616	22.8%	Defined
MANAGED ACCOUNT ADVISORS LLC	222,035	$5,489,815	77.2%	Defined

Compass Financial Group, INC/SD SCHJ

$5,334,418

2.34%

215,750

VAN STRUM & TOWNE INC. SCHJ

$5,255,298

2.30%

212,550

HighTower Advisors, LLC SCHJ

$4,828,841

2.12%

195,302

Waverly Advisors, LLC SCHJ

$4,659,129

2.04%

188,438

Kestra Advisory Services, LLC SCHJ

$4,388,539

1.92%

177,494

Modera Wealth Management, LLC SCHJ

$4,137,011

1.81%

167,321

JANE STREET GROUP, LLC SCHJ

$3,977,560

1.74%

160,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	160,872	$3,977,560	100.0%	Defined

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SCHJ

$3,976,323

1.74%

160,822

Yanni & Associates Investment Advisors, LLC SCHJ

$3,545,565

1.55%

143,400

FF Advisors,LLC SCHJ

$3,441,596

1.51%

139,195

MERCER GLOBAL ADVISORS INC /ADV SCHJ

$3,080,660

1.35%

124,597

MFG WEALTH MANAGEMENT, INC. SCHJ

$2,989,598

1.31%

120,914

White & Co Financial Planning Inc SCHJ

$2,979,807

1.31%

120,518

Summit Financial, LLC SCHJ

$2,844,561

1.25%

115,048

Mariner, LLC SCHJ

$2,194,986

0.96%

88,776

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	21,879	$540,958	24.6%	Other
Held directly	66,897	$1,654,028	75.4%	Sole

Brand Asset Management Group, Inc. SCHJ

$2,059,913

0.90%

83,313

Sanctuary Advisors, LLC SCHJ

$2,008,659

0.88%

81,240

Rosenberg Matthew Hamilton SCHJ

$1,956,266

0.86%

79,121

Victrix Investment Advisors SCHJ

$1,936,511

0.85%

78,322

Foundations Investment Advisors, LLC SCHJ

$1,917,324

0.84%

77,546

Creative Planning SCHJ

$1,909,165

0.84%

77,216

Layline Advisors, LLC SCHJ

$1,829,476

0.80%

73,993

First Financial Group Corp SCHJ

$1,805,172

0.79%

73,010

Essex LLC SCHJ

$1,769,592

0.78%

71,571

Altiora Financial Group, LLC SCHJ

$1,716,409

0.75%

69,420

Rossby Financial, LCC SCHJ

$1,558,911

0.68%

63,050

MONEYWISE, INC. SCHJ

$1,512,700

0.66%

61,181

Valmark Advisers, Inc. SCHJ

$1,399,014

0.61%

56,583

Mutual Advisors, LLC SCHJ

$1,393,031

0.61%

56,341

LPL Financial LLC SCHJ

$1,388,827

0.61%

56,171

Cannon Financial Strategists, Inc. SCHJ

$1,358,836

0.60%

54,958

JPMORGAN CHASE & CO SCHJ

$1,320,784

0.58%

53,419

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	49,176	$1,215,876	92.1%	Defined
55I, LLC	4,243	$104,908	7.9%	Other

Monetary Solutions, Ltd SCHJ

$1,275,463

0.56%

51,586

AMERIPRISE FINANCIAL INC SCHJ

$1,169,813

0.51%

47,313

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC joint	47,313	$1,169,813	100.0%	Defined

Calamos Advisors LLC SCHJ

$1,077,713

0.47%

43,588

Coordinated Financial Services, Inc. SCHJ

$912,179

0.40%

36,893

CAHILL FINANCIAL ADVISORS INC SCHJ

$877,193

0.38%

35,478

Cerity Partners LLC SCHJ

$852,171

0.37%

34,466

Farther Finance Advisors, LLC SCHJ

$845,026

0.37%

34,177

Seek First Inc. SCHJ

$834,048

0.37%

33,733

Compound Planning, Inc. SCHJ

$719,422

0.32%

29,097

Clearwater Capital Advisors, LLC SCHJ

$687,355

0.30%

27,800

Napier Financial, LLC SCHJ

$680,555

0.30%

27,525

GILPIN WEALTH MANAGEMENT, LLC SCHJ

$672,520

0.29%

27,200

Rockefeller Capital Management L.P. SCHJ

$612,908

0.27%

24,789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	24,789	$612,908	100.0%	Defined

Ascentis Independent Advisors SCHJ

$600,298

0.26%

24,279

UNITED CAPITAL FINANCIAL ADVISORS, LLC SCHJ

$594,290

0.26%

24,036

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	24,036	$594,290	100.0%	Defined

Roundview Capital LLC SCHJ

$585,389

0.26%

23,676

Wedmont Private Capital SCHJ

$585,339

0.26%

23,674

EverSource Wealth Advisors, LLC SCHJ

$562,469

0.25%

22,749

Fortis Group Advisors, LLC SCHJ

$518,730

0.23%

20,980

OSAIC HOLDINGS, INC. SCHJ

$515,615

0.23%

20,854

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	18,007	$445,223	86.3%	Defined
Osaic Advisory Services, LLC	2,847	$70,392	13.7%	Defined

Charles Schwab Trust Co SCHJ

$510,595

0.22%

20,651

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA SCHJ

$493,782

0.22%

19,971

Christensen, King & Associates Investment Services, Inc. SCHJ

$478,404

0.21%

19,349

RCS Financial Planning, LLC SCHJ

$475,733

0.21%

19,241

Focus Partners Advisor Solutions, LLC SCHJ

$467,005

0.20%

18,888

Cambridge Investment Research Advisors, Inc. SCHJ

$460,058

0.20%

18,607

CLIENT 1ST ADVISORY GROUP, LLC SCHJ

$429,720

0.19%

17,380

Steele Capital Management, Inc. SCHJ

$426,852

0.19%

17,264

BENNETT SELBY INVESTMENTS LP SCHJ

$401,855

0.18%

16,253

Concurrent Investment Advisors, LLC SCHJ

$397,998

0.17%

16,097

Corient Private Wealth LLC SCHJ

$378,119

0.17%

15,293

COMMONWEALTH EQUITY SERVICES, LLC SCHJ

$359,946

0.16%

14,558

CAPTRUST FINANCIAL ADVISORS SCHJ

$350,081

0.15%

14,159

Lodestone Wealth Management LLC SCHJ

$342,935

0.15%

13,870

D.B. Root & Company, LLC SCHJ

$337,966

0.15%

13,669

FDx Advisors, Inc. SCHJ

$323,699

0.14%

13,092

Savvy Advisors, Inc. SCHJ

$310,026

0.14%

12,539

Mayflower Financial Advisors, LLC SCHJ

$295,785

0.13%

11,963

Focus Financial Network, Inc. SCHJ

$281,345

0.12%

11,379

PEAPACK GLADSTONE FINANCIAL CORP SCHJ

$277,414

0.12%

11,220

Integrated Wealth Concepts LLC SCHJ

$271,356

0.12%

10,975

Beacon Pointe Advisors, LLC SCHJ

$266,436

0.12%

10,776

Northstar Advisory Group, LLC SCHJ

$231,005

0.10%

9,343

BURLING WEALTH PARTNERS, LLC SCHJ

$228,459

0.10%

9,240

AMARA FINANCIAL, LLC. SCHJ

$227,791

0.10%

9,213

Betterment LLC SCHJ

$223,514

0.10%

9,040

Kovack Advisors, Inc. SCHJ

$219,607

0.10%

8,882

SouthState Bank Corp SCHJ

$209,099

0.09%

8,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC	8,457	$209,099	100.0%	Defined

Global Trust Asset Management, LLC SCHJ

$173,075

0.08%

7,000

Wilmington Savings Fund Society, FSB SCHJ

$166,893

0.07%

6,750

Parallel Advisors, LLC SCHJ

$148,300

0.06%

5,998

HARBOUR INVESTMENTS, INC. SCHJ

$137,297

0.06%

5,553

Team Financial Group, LLC SCHJ

$136,630

0.06%

5,526

FMR LLC SCHJ

$123,526

0.05%

4,996

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	4,996	$123,526	100.0%	Defined

Aptus Capital Advisors, LLC SCHJ

$100,408

0.04%

4,061

JDM Financial Group LLC SCHJ

$99,196

0.04%

4,012

HOWE & RUSLING INC SCHJ

$66,411

0.03%

2,686