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Schwab 1-5 YR Corp BND ETF (SCHJ)

CUSIP: 808524714 | NYSE | 380 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hartline Investment Corp/731,959
1.8% of portfolio›$17.6M
Bria Capital Group, LLC568,355
9.3% of portfolio›$13.7M
Columbus Macro, LLC430,664
1.0% of portfolio›$10.4M
Cape Investment Advisory, Inc.353,343
2.2% of portfolio›$8.5M
Meridian Wealth Management, LLC322,082
0.2% of portfolio›$7.8M
Compass Financial Group, Inc276,121
0.7% of portfolio›$6.7M
FF Advisors,LLC266,077
2.3% of portfolio›$6.4M
Modera Wealth Management, LLC163,672
0.0% of portfolio›$3.9M
Wealth Enhancement Advisory Services, LLC162,181
0.0% of portfolio›$3.9M
White & Co Financial Planning Inc161,288
2.6% of portfolio›$4.0M
Yanni & Associates Investment Advisors, LLC146,674
3.2% of portfolio›$3.5M
Kestra Advisory Services, LLC146,365
0.0% of portfolio›$3.5M
Creative Planning142,666
0.0% of portfolio›$3.4M
MFG Wealth Management, Inc.123,656
2.2% of portfolio›$3.0M
Essex LLC86,099
0.3% of portfolio›$2.1M
Layline Advisors, LLC85,589
1.9% of portfolio›$2.1M
Sightline Wealth Advisors, LLC82,013
0.9% of portfolio›$2.0M
Rosenberg Matthew Hamilton77,727
0.3% of portfolio›$1.9M
Moneywise, Inc.76,274
1.7% of portfolio›$1.8M
Rossby Financial, LCC74,036
0.3% of portfolio›$1.8M
Altiora Financial Group, LLC69,420
0.3% of portfolio›$1.7M
First Financial Group Corp66,890
1.2% of portfolio›$1.6M
Blue Trust, Inc.58,445
0.0% of portfolio›$1.4M
Monetary Solutions, Ltd47,434
1.0% of portfolio›$1.1M
Cannon Financial Strategists, Inc.47,030
0.1% of portfolio›$1.1M
Gilpin Wealth Management, LLC43,250
0.7% of portfolio›$1.0M
Calamos Advisors LLC38,140
0.0% of portfolio›$919.2K
Villere ST Denis J & Co LLC35,450
0.1% of portfolio›$854.3K
Seek First Inc.34,500
0.5% of portfolio›$831.4K
Farther Finance Advisors, LLC31,386
0.0% of portfolio›$756.4K
Ascentis Independent Advisors23,079
0.0% of portfolio›$556.2K
IFP Advisors, Inc22,391
0.0% of portfolio›$539.6K
Cambridge Investment Research Advisors, Inc.21,847
0.0% of portfolio›$527
Lederer & Associates Investment Counsel19,474
0.0% of portfolio›$469
Steele Capital Management, Inc.19,414
0.0% of portfolio›$467.9K
Christensen, King & Associates Investment Services, Inc.19,226
0.2% of portfolio›$463.3K
Charles Schwab Trust Co19,049
0.0% of portfolio›$459.1K
Team Financial Group, LLC17,023
0.2% of portfolio›$410.3K
Commonwealth Equity Services, LLC15,530
0.0% of portfolio›$374.3K
Brookstone Capital Management14,032
0.0% of portfolio›$338.2K
Concurrent Investment Advisors, LLC13,986
0.0% of portfolio›$337.1K
Lodestone Wealth Management LLC13,870
0.1% of portfolio›$334.3K
Client 1ST Advisory Group, LLC13,460
0.1% of portfolio›$324.4K
EverSource Wealth Advisors, LLC12,970
0.0% of portfolio›$312.6K
Bennett Selby Investments LP12,624
0.1% of portfolio›$304.2K
Plan A Wealth LLC10,996
0.1% of portfolio›$265.0K
Valtinson Bruner Financial Planning LLC9,968
0.1% of portfolio›$240.2K
D.B. Root & Company, LLC9,627
0.1% of portfolio›$232.0K
Oppenheimer & Co Inc9,265
0.0% of portfolio›$223.3K
RCS Financial Planning, LLC9,120
0.1% of portfolio›$219.8K
Kwmg, LLC8,693
0.0% of portfolio›$209.5K
Worth Asset Management, LLC8,395
0.1% of portfolio›$202.3K
Crescent Sterling, Ltd.8,394
0.2% of portfolio›$202.3K
Wilmington Savings Fund Society, FSB6,750
0.0% of portfolio›$162.7K
Global Trust Asset Management, LLC6,500
0.0% of portfolio›$156.7K
Parallel Advisors, LLC5,998
0.0% of portfolio›$144.6K
Creative Financial Designs Inc2,600
0.0% of portfolio›$62.7K
Compass Financial Management LLC2,042
0.0% of portfolio›$49.2K
CoreCap Advisors, LLC1,574
0.0% of portfolio›$37.9K
Cassaday & Co Wealth Management LLC1,574
0.0% of portfolio›$37.9K
Hamilton Point Investment Advisors, LLC1,395
0.0% of portfolio›$33.6K
GK Wealth Management LLC1,046
0.0% of portfolio›$25.2K
Heritage Family Offices, LLP734
0.0% of portfolio›$17.7K
Piscataqua Savings Bank711
0.0% of portfolio›$17.1K
Blueline Advisors LLC300
0.0% of portfolio›$7.2K
Phillips Financial Management, LLC189
0.0% of portfolio›$4.6K
MB, Levis & Associates, LLC143
0.0% of portfolio›$3.4K
Assetmark, Inc62
0.0% of portfolio›$1.5K
Wagner Wealth Management, LLC21
0.0% of portfolio›$506
StyleTurnoverLocationFiled
Hartline Investment Corp/
731,959$17.6M1.8%GrowthMediumWinnetka, IL2026-10-29
Bria Capital Group, LLC
568,355$13.7M9.3%GrowthVery HighWesley Chapel, FL2026-10-22
Columbus Macro, LLC
430,664$10.4M1.0%YieldMediumNew Castle, PA2026-10-14
Cape Investment Advisory, Inc.
353,343$8.5M2.2%ETFLowMcdonough, GA2026-10-13
Meridian Wealth Management, LLC
322,082$7.8M0.2%GrowthLowLexington, KY2026-11-05
Compass Financial Group, Inc
276,121$6.7M0.7%ETFVery LowSioux Falls, SD2026-10-13
FF Advisors,LLC
266,077$6.4M2.3%ETFLowManhattan Beach, CA2026-10-21
Modera Wealth Management, LLC
163,672$3.9M0.0%ETFVery LowWestwood, NJ2026-10-28
Wealth Enhancement Advisory Services, LLC
162,181$3.9M0.0%CoreLowPlymouth, MN2026-10-13
White & Co Financial Planning Inc
161,288$4.0M2.6%ETFVery LowSunnyside, WA2026-10-16
Yanni & Associates Investment Advisors, LLC
146,674$3.5M3.2%ETFVery LowWexford, PA2026-10-14
Kestra Advisory Services, LLC
146,365$3.5M0.0%CoreLowAustin, TX2026-11-02
Creative Planning
142,666$3.4M0.0%IndexVery LowOverland Park, KS2026-11-02
MFG Wealth Management, Inc.
123,656$3.0M2.2%GrowthHighIndianapolis, IN2026-10-09
Essex LLC
86,099$2.1M0.3%ETFLowDeer Park, IL2026-10-14
Layline Advisors, LLC
85,589$2.1M1.9%ETFLowRochester, NY2026-11-02
Sightline Wealth Advisors, LLC
82,013$2.0M0.9%ETFLowGroton, CT2026-10-21
Rosenberg Matthew Hamilton
77,727$1.9M0.3%ETFVery LowGrand Junction, CO2026-10-05
Moneywise, Inc.
76,274$1.8M1.7%ETFMediumForest, VA2026-10-30
Rossby Financial, LCC
74,036$1.8M0.3%ETFMediumMelbourne, FL2026-11-05
Altiora Financial Group, LLC
69,420$1.7M0.3%ETFLowLebanon, OH2026-11-04
First Financial Group Corp
66,890$1.6M1.2%ETFLowRaleigh, NC2026-10-22
Blue Trust, Inc.
58,445$1.4M0.0%ETFLowBrentwood, TN2026-10-15
Monetary Solutions, Ltd
47,434$1.1M1.0%ETFVery LowDayton, OH2026-10-22
Cannon Financial Strategists, Inc.
47,030$1.1M0.1%ETFVery LowAthens, GA2026-10-19
Gilpin Wealth Management, LLC
43,250$1.0M0.7%GrowthLowDenver, CO2026-10-09
Calamos Advisors LLC
38,140$919.2K0.0%GrowthMediumNaperville, IL2026-11-02
Villere ST Denis J & Co LLC
35,450$854.3K0.1%ValueVery LowNew Orleans, LA2026-11-04
Seek First Inc.
34,500$831.4K0.5%ETFLowCampbell, CA2026-10-27
Farther Finance Advisors, LLC
31,386$756.4K0.0%IndexLowSan Francisco, CA2026-10-08
Ascentis Independent Advisors
23,079$556.2K0.0%ETFLowDallas, TX2026-11-03
IFP Advisors, Inc
22,391$539.6K0.0%GrowthLowTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
21,847$5270.0%ETFLowFairfield, IA2026-11-02
Lederer & Associates Investment Counsel
19,474$4690.0%GrowthLowLong Beach, CA2026-10-23
Steele Capital Management, Inc.
19,414$467.9K0.0%ETFVery LowDubuque, IA2026-11-02
Christensen, King & Associates Investment Services, Inc.
19,226$463.3K0.2%ETFVery LowRichland, WA2026-10-22
Charles Schwab Trust Co
19,049$459.1K0.0%ETFLowHenderson, NV2026-10-15
Team Financial Group, LLC
17,023$410.3K0.2%ETFLowTemecula, CA2026-10-30
Commonwealth Equity Services, LLC
15,530$374.3K0.0%ETFLowWaltham, MA2026-11-02
Brookstone Capital Management
14,032$338.2K0.0%ETFMediumWheaton, IL2026-10-22
Concurrent Investment Advisors, LLC
13,986$337.1K0.0%GrowthMediumTampa, FL2026-10-16
Lodestone Wealth Management LLC
13,870$334.3K0.1%CoreLowSpokane, WA2026-10-14
Client 1ST Advisory Group, LLC
13,460$324.4K0.1%ETFVery LowDunedin, FL2026-10-19
EverSource Wealth Advisors, LLC
12,970$312.6K0.0%CoreMediumBirmingham, AL2026-11-04
Bennett Selby Investments LP
12,624$304.2K0.1%CoreVery LowFalmouth, ME2026-10-19
Plan A Wealth LLC
10,996$265.0K0.1%CoreLowLincoln, NE2026-10-08
Valtinson Bruner Financial Planning LLC
9,968$240.2K0.1%ETFLowNew Brighton, MN2026-11-02
D.B. Root & Company, LLC
9,627$232.0K0.1%ETFLowPittsburgh, PA2026-11-04
Oppenheimer & Co Inc
9,265$223.3K0.0%CoreLowNew York, NY2026-10-26
RCS Financial Planning, LLC
9,120$219.8K0.1%ETFMediumAnnapolis, MD2026-10-14
Kwmg, LLC
8,693$209.5K0.0%ETFVery LowOverland Park, KS2026-10-07
Worth Asset Management, LLC
8,395$202.3K0.1%ETFHighDallas, TX2026-10-07
Crescent Sterling, Ltd.
8,394$202.3K0.2%CoreLowMetairie, LA2026-10-16
Wilmington Savings Fund Society, FSB
6,750$162.7K0.0%CoreLowWilmington, DE2026-10-23
Global Trust Asset Management, LLC
6,500$156.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Parallel Advisors, LLC
5,998$144.6K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
2,600$62.7K0.0%ETFMediumKokomo, IN2026-11-04
Compass Financial Management LLC
2,042$49.2K0.0%CoreN/ATampa, FL2026-10-30
CoreCap Advisors, LLC
1,574$37.9K0.0%ETFMediumSouthfield, MI2026-10-08
Cassaday & Co Wealth Management LLC
1,574$37.9K0.0%ETFVery LowMclean, VA2026-10-27
Hamilton Point Investment Advisors, LLC
1,395$33.6K0.0%CoreLowChapel Hill, NC2026-11-03
GK Wealth Management LLC
1,046$25.2K0.0%GARPVery HighReno, NV2026-10-09
Heritage Family Offices, LLP
734$17.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Piscataqua Savings Bank
711$17.1K0.0%CoreVery LowPortsmouth, NH2026-10-21
Blueline Advisors LLC
300$7.2K0.0%ETFLowExeter, NH2026-10-15
Phillips Financial Management, LLC
189$4.6K0.0%ETFVery LowFort Wayne, IN2026-10-19
MB, Levis & Associates, LLC
143$3.4K0.0%ETFVery LowCenter Valley, PA2026-10-16
Assetmark, Inc
62$1.5K0.0%ETFLowConcord, CA2026-10-21
Wagner Wealth Management, LLC
21$5060.0%ETFLowGreenville, SC2026-10-21