SCHWAB 1-5 YR CORP BND ETF SCHJ
$24.60
+0.2% 52w: $23.59 – $24.69
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data23.5924.1424.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
125
-2 QoQ
13F value
$226.3M
+2.8% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $148K puts
Institutional value by quarter
Number of holders
Who owns SCHJ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Hamrick Investment Counsel, llc | Wealth advisor | 742.5K | $18.4M | 10.2% | +11.5% |
| HARTLINE INVESTMENT CORP/ ★2 | Fundamental diversified | 640.3K | $15.8M | 1.7% | +10.9% |
| White Wing Wealth Management | Wealth advisor | 466.8K | $11.5M | 6.9% | +9.4% |
| Columbus Macro, LLC | Other | 412.0K | $10.2M | 1.1% | -7.7% |
| Cetera Investment Advisers | Wealth advisor | 388.8K | $9.6M | 0.0% | +0.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 386.2K | $9.5M | 0.0% | -3.7% |
| Sightline Wealth Advisors, LLC | Wealth advisor | 373.5K | $9.2M | 3.9% | +49.3% |
| Cape Investment Advisory, Inc. | Wealth advisor | 340.2K | $8.4M | 2.8% | +4.9% |
| SlateStone Wealth, LLC | Other | 319.8K | $7.9M | 0.7% | -6.5% |
| Meridian Wealth Management, LLC | Other | 293.6K | $7.3M | 0.3% | -0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 287.7K | $7.1M | 0.0% | +3.7% |
| Compass Financial Group, INC/SD | Wealth advisor | 215.8K | $5.3M | 0.7% | +28.5% |
| VAN STRUM & TOWNE INC. | Other | 212.6K | $5.3M | 1.5% | +19.5% |
| HighTower Advisors, LLC | Diversified mechanical | 195.3K | $4.8M | 0.0% | +4.9% |
| Waverly Advisors, LLC | Wealth advisor | 188.4K | $4.7M | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 177.5K | $4.4M | 0.0% | -8.7% |
| Modera Wealth Management, LLC | Wealth advisor | 167.3K | $4.1M | 0.0% | -20.6% |
| JANE STREET GROUP, LLC | Market maker | 160.9K | $4.0M | 0.0% | +1307.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 160.8K | $4.0M | 0.0% | -51.5% |
| Yanni & Associates Investment Advisors, LLC | Wealth advisor | 143.4K | $3.5M | 3.7% | +110.9% |
| FF Advisors,LLC | Wealth advisor | 139.2K | $3.4M | 1.4% | New |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 124.6K | $3.1M | 0.0% | -10.8% |
| MFG WEALTH MANAGEMENT, INC. | Other | 120.9K | $3.0M | 2.5% | +1.1% |
| White & Co Financial Planning Inc | Wealth advisor | 120.5K | $3.0M | 2.1% | +11.9% |
| Summit Financial, LLC | Wealth advisor | 115.0K | $2.8M | 0.0% | -48.6% |
| Mariner, LLC | Diversified mechanical | 88.8K | $2.2M | 0.0% | +9.6% |
| Brand Asset Management Group, Inc. | Wealth advisor | 83.3K | $2.1M | 0.5% | -0.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 81.2K | $2.0M | 0.0% | -0.1% |
| Rosenberg Matthew Hamilton | Wealth advisor | 79.1K | $2.0M | 0.4% | -0.7% |
| Victrix Investment Advisors | Other | 78.3K | $1.9M | 0.7% | +9.1% |
| Foundations Investment Advisors, LLC | Wealth advisor | 77.5K | $1.9M | 0.0% | -34.3% |
| Creative Planning | Wealth advisor | 77.2K | $1.9M | 0.0% | +47.6% |
| First Financial Group Corp | Wealth advisor | 73.0K | $1.8M | 1.5% | +24.0% |
| Essex LLC | Wealth advisor | 71.6K | $1.8M | 0.3% | -17.1% |
| Altiora Financial Group, LLC | Wealth advisor | 69.4K | $1.7M | 0.3% | Held |
| Rossby Financial, LCC | Wealth advisor | 63.0K | $1.6M | 0.3% | New |
| MONEYWISE, INC. | Wealth advisor | 61.2K | $1.5M | 0.7% | +70.8% |
| Valmark Advisers, Inc. | Wealth advisor | 56.6K | $1.4M | 0.0% | +4.5% |
| Mutual Advisors, LLC | Wealth advisor | 56.3K | $1.4M | 0.0% | +6.5% |
| LPL Financial LLC | Bank broker | 56.2K | $1.4M | 0.0% | +13.8% |
| Cannon Financial Strategists, Inc. | Wealth advisor | 55.0K | $1.4M | 0.2% | +0.8% |
| JPMORGAN CHASE & CO | Bank broker | 53.4K | $1.3M | 0.0% | +11.3% |
| Monetary Solutions, Ltd | Wealth advisor | 51.6K | $1.3M | 1.2% | +0.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 47.3K | $1.2M | 0.0% | +2.8% |
| Calamos Advisors LLC | Other | 43.6K | $1.1M | 0.0% | -23.8% |
| Coordinated Financial Services, Inc. | Wealth advisor | 36.9K | $912K | 0.5% | +13.1% |
| CAHILL FINANCIAL ADVISORS INC | Wealth advisor | 35.5K | $877K | 0.1% | -4.7% |
| Cerity Partners LLC | Diversified mechanical | 34.5K | $852K | 0.0% | 0.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 34.2K | $842K | 0.0% | +40.2% |
| Seek First Inc. | Wealth advisor | 33.7K | $834K | 0.6% | +0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.