Schwab 1-5 YR Corp. BND ETFSCHJETF
13F holders, Q1 2024 (March 31)88holders
1famous investor
$48.30avg. 13F price*
At the end of Q1 2024, 88 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($81.2M), Envestnet Asset Management Inc. ($8.9M) and Cetera Investment Advisers ($8.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab 1-5 YR Corp. BND ETF
- CUSIP
- 808524714
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.9M |
| Exits | 8 | $7.0M |
Ownership 88 holders
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -19.2% | 1,680,532 | $81.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +35.5% | 184,123 | $8.9M |
| Cetera Investment Advisers | 0.02% | Add +46.3% | 167,667 | $8.1M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 161,369 | $7.8M |
| Columbus Macro, LLC | 2.79% | Add +40.6% | 152,343 | $7.4M |
| TAP Consulting, LLC | 1.51% | Add +64.1% | 142,471 | $6.9M |
| Modera Wealth Management, LLC | 0.08% | Reduce -3.7% | 110,978 | $5.4M |
| Greenup Street Wealth Management LLC | 1.25% | Add +7.7% | 102,758 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.3% | 90,018 | $4.3M |
| White Wing Wealth Management | 3.39% | New | 85,051 | $4.1M |
| Kades & Cheifetz LLC | 2.60% | Add +13.0% | 84,190 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +209153.9% | 81,609 | $3.9M |
| HM Payson & Co. | 0.07% | No change | 75,000 | $3.6M |
| LPL Financial LLC | 0.00% | Add +21.7% | 69,311 | $3.3M |
| Essex LLC | 0.73% | Add +0.6% | 65,375 | $3.2M |
| AlphaStar Capital Management, LLC | 0.32% | Add +14.6% | 64,054 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -4.5% | 65,128 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -29.7% | 61,678 | $3.0M |
| Rosenberg Matthew Hamilton | 0.76% | Reduce -1.6% | 54,968 | $2.6M |
| Mariner, LLC | 0.00% | Add +25.6% | 42,865 | $2.1M |
| Van Strum & Towne Inc. | 0.74% | Reduce -2.0% | 42,035 | $2.0M |
| Citadel Advisors | 0.00% | New | 41,886 | $2.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +16.4% | 38,329 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +25.0% | 36,231 | $1.8M |
| Old Mission Capital LLC | 0.04% | New | 35,406 | $1.7M |
| Altiora Financial Group, LLC | 0.46% | No change | 34,710 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +121.5% | 28,964 | $1.4M |
| Charles Schwab Trust Co | 0.13% | Add +18.9% | 28,848 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.48% | Add +10.9% | 27,664 | $1.3M |
| Cannon Financial Strategists, Inc. | 0.26% | No change | 27,078 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -19.5% | 25,545 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | Add +2.2% | 24,667 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.3% | 24,628 | $1.2M |
| Compass Financial Group, INC | 0.26% | Add +25.7% | 23,402 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.0% | 20,050 | $969K |
| Client 1ST Advisory Group, LLC | 0.41% | Reduce -10.3% | 19,023 | $919K |
| Clearwater Capital Advisors, LLC | 0.09% | Add +1.3% | 17,119 | $827K |
| Ameriprise Financial Inc. | 0.00% | Add +55.6% | 15,293 | $739K |
| Foundations Investment Advisors, LLC | 0.02% | New | 13,608 | $658K |
| Compound Planning, Inc. | 0.06% | Reduce -8.8% | 13,436 | $649K |
| Wedmont Private Capital | 0.05% | Add +0.8% | 13,502 | $649K |
| Roundview Capital LLC | 0.05% | No change | 13,429 | $649K |
| Lederer & Associates Investment Counsel | 0.43% | Add +1.7% | 12,713 | $614K |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.5% | 11,704 | $566K |
| Financial Strategies Group, Inc. | 0.15% | Add +0.3% | 11,613 | $558K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.6% | 11,127 | $538K |
| Commonwealth Equity Services, LLC | 0.00% | Add +126.9% | 10,432 | $504K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.1% | 9,400 | $454K |
| Crescent Sterling, Ltd. | 0.38% | Add +4.0% | 8,618 | $417K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | Reduce -2.9% | 8,582 | $415K |
| Creative Financial Designs Inc. | 0.04% | Add +0.6% | 8,527 | $412K |
| Creative Planning | 0.00% | Reduce -29.9% | 8,271 | $400K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -7.5% | 8,257 | $399K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -7.5% | 8,257 | $397K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.5% | 7,465 | $361K |
| Captrust Financial Advisors | 0.00% | Add +8.5% | 7,383 | $357K |
| Lodestone Wealth Management LLC | 0.18% | No change | 6,935 | $335K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.9% | 6,884 | $333K |
| Focus Financial Network, Inc. | 0.01% | — | 6,447 | $308K |
| Perigon Wealth Management, LLC | 0.01% | New | 6,122 | $296K |
| FDx Advisors, Inc. | 0.04% | Add +23.3% | 5,940 | $287K |
| Worth Asset Management, LLC | 0.17% | Reduce -39.1% | 5,598 | $271K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -56.6% | 5,512 | $265K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.4% | 5,434 | $263K |
| Cape Investment Advisory, Inc. | 0.12% | Add +0.1% | 5,264 | $254K |
| Coordinated Financial Services, Inc. | 0.21% | — | 4,958 | $240K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 4,341 | $210K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.8% | 3,316 | $160K |
| Smartleaf Asset Management LLC | 0.02% | Add +165.4% | 2,439 | $118K |
| Ancora Advisors LLC | 0.00% | No change | 1,723 | $83K |
| CoreCap Advisors, LLC | 0.00% | New | 1,426 | $69K |
| IFP Advisors, Inc | 0.00% | Reduce -48.6% | 1,187 | $57K |
| Royal Bank of Canada | 0.00% | Reduce -89.5% | 1,145 | $55K |
| AdvisorNet Financial, Inc | 0.00% | No change | 741 | $36K |
| WR Wealth Planners, LLC | 0.01% | New | 467 | $23K |
| Principal Securities, Inc. | 0.00% | No change | 331 | $16K |
| UBS Group AG | 0.00% | Reduce -4.6% | 272 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 238 | $12K |
| Breakwater Investment Management | 0.00% | — | 203 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | New | 197 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 202 | $9K |
| Family Asset Management, LLC | 0.01% | Add +424.2% | 173 | $8K |
| LifeSteps Financial, Inc. | 0.00% | New | 100 | $5K |
| Northwest Capital Management Inc | 0.00% | No change | 83 | $4K |
| Cwm, LLC | 0.00% | Reduce -51.2% | 79 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 81 | $4K |
| FMR LLC | 0.00% | Reduce -89.6% | 32 | $2K |
| Morgan Stanley | 0.00% | Reduce -100.0% | 1 | $72 |
"% of holder's portfolio" is SCHJ's weight in each manager's 13F, not the share of Schwab 1-5 YR Corp. BND ETF the manager owns.