Schwab 1-5 YR Corp. BND ETFSCHJETF
13F holders, Q2 2024 (June 30)89holders +1
7new positions
11sold out
$48.28avg. 13F price*
At the end of Q2 2024, 89 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings, up 1 from Q1 2024. 7 opened new positions and 11 sold out. The largest holders were Charles Schwab Investment Management Inc. ($83.3M), Envestnet Asset Management Inc. ($8.9M) and Bank of America Corp. ($8.0M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.3M |
| Exits | 11 | $7.1M |
All 13F filers, Q1 2024 → Q2 2024: 347,681 shares bought and 266,192 shares sold, net +81,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.7% | 1,725,179 | $83.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 185,266 | $8.9M |
| Bank of America Corp. | 0.00% | Add +2.9% | 166,103 | $8.0M |
| Cetera Investment Advisers | 0.02% | Reduce -1.9% | 164,479 | $7.9M |
| TAP Consulting, LLC | 1.58% | Add +9.2% | 155,617 | $7.5M |
| Columbus Macro, LLC | 2.79% | Reduce -2.0% | 149,301 | $7.2M |
| White Wing Wealth Management | 5.26% | Add +60.1% | 136,208 | $6.6M |
| Modera Wealth Management, LLC | 0.08% | Reduce -2.6% | 108,135 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.4% | 84,226 | $4.1M |
| Kades & Cheifetz LLC | 2.53% | Reduce -0.9% | 83,427 | $4.0M |
| Jane Street Group, LLC | 0.00% | Add +26.5% | 78,001 | $3.8M |
| HM Payson & Co. | 0.07% | No change | 75,000 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +11.9% | 72,874 | $3.5M |
| LPL Financial LLC | 0.00% | Add +2.9% | 71,307 | $3.4M |
| AlphaStar Capital Management, LLC | 0.30% | Add +6.6% | 68,284 | $3.3M |
| Essex LLC | 0.70% | Reduce -1.5% | 64,395 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +57.9% | 60,534 | $2.9M |
| Rosenberg Matthew Hamilton | 0.80% | Add +1.9% | 56,038 | $2.7M |
| Mariner, LLC | 0.01% | Add +23.5% | 52,950 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +35.3% | 49,004 | $2.4M |
| Van Strum & Towne Inc. | 0.81% | Add +10.3% | 46,360 | $2.2M |
| Capasso Planning Partners LLC | 0.66% | New | 42,375 | $2.0M |
| Old Mission Capital LLC | 0.05% | Add +7.6% | 38,102 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.62% | Add +27.6% | 35,312 | $1.7M |
| Altiora Financial Group, LLC | 0.40% | No change | 34,710 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +3.7% | 30,034 | $1.5M |
| Compass Financial Group, INC | 0.32% | Add +28.9% | 30,172 | $1.5M |
| Cape Investment Advisory, Inc. | 0.65% | Add +466.7% | 29,830 | $1.4M |
| Charles Schwab Trust Co | 0.13% | Reduce -0.7% | 28,650 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.25% | No change | 27,078 | $1.3M |
| Cahill Financial Advisors Inc. | 0.17% | Add +2.2% | 25,218 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 24,068 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -4.1% | 23,620 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 21,607 | $1.0M |
| Foundations Investment Advisors, LLC | 0.03% | Add +57.1% | 21,377 | $1.0M |
| Clearwater Capital Advisors, LLC | 0.10% | Add +13.5% | 19,424 | $938K |
| Ameriprise Financial Inc. | 0.00% | Add +23.7% | 18,915 | $913K |
| Client 1ST Advisory Group, LLC | 0.38% | Reduce -2.8% | 18,483 | $892K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.5% | 18,150 | $876K |
| Stonekeep Investments, LLC | 0.62% | — | 15,915 | $768K |
| Brookstone Capital Management | 0.01% | Reduce -45.4% | 13,958 | $679K |
| Wedmont Private Capital | 0.04% | Add +0.8% | 13,611 | $662K |
| Roundview Capital LLC | 0.05% | No change | 13,429 | $648K |
| Compound Planning, Inc. | 0.05% | Reduce -5.9% | 12,647 | $611K |
| Lederer & Associates Investment Counsel | 0.43% | Reduce -3.9% | 12,216 | $590K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.16% | New | 12,005 | $580K |
| Financial Strategies Group, Inc. | 0.14% | Reduce -1.3% | 11,462 | $555K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.8% | 10,927 | $528K |
| Creative Planning | 0.00% | Add +23.8% | 10,237 | $494K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.7% | 10,100 | $488K |
| Berkshire Asset Management LLC | 0.02% | New | 10,004 | $483K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -10.9% | 9,918 | $479K |
| Harbour Investments, Inc. | 0.02% | Add +0.0% | 9,404 | $454K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Reduce -0.1% | 8,571 | $414K |
| Creative Financial Designs Inc. | 0.04% | Reduce -0.4% | 8,490 | $410K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +41.2% | 7,671 | $370K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.7% | 7,518 | $363K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.7% | 7,342 | $354K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -12.2% | 7,251 | $351K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -12.2% | 7,251 | $350K |
| Lodestone Wealth Management LLC | 0.18% | No change | 6,935 | $335K |
| Captrust Financial Advisors | 0.00% | Reduce -8.6% | 6,746 | $326K |
| Focus Financial Network, Inc. | 0.01% | Add +0.8% | 6,496 | $316K |
| JPMorgan Chase & Co. | 0.00% | Reduce -92.2% | 6,380 | $308K |
| Crescent Sterling, Ltd. | 0.29% | Reduce -27.4% | 6,259 | $302K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.2% | 6,194 | $299K |
| FDx Advisors, Inc. | 0.08% | Reduce -0.3% | 5,923 | $286K |
| Coordinated Financial Services, Inc. | 0.24% | Add +17.4% | 5,820 | $281K |
| Worth Asset Management, LLC | 0.16% | Reduce -1.6% | 5,509 | $266K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.3% | 5,056 | $243K |
| Ascentis Independent Advisors | 0.05% | — | 4,644 | $224K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 4,341 | $210K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.5% | 3,201 | $155K |
| Centaurus Financial, Inc. | 0.01% | New | 2,094 | $101K |
| Ancora Advisors LLC | 0.00% | No change | 1,723 | $83K |
| IFP Advisors, Inc | 0.00% | Reduce -2.4% | 1,159 | $56K |
| Royal Bank of Canada | 0.00% | No change | 1,145 | $55K |
| Coppell Advisory Solutions LLC | 0.01% | — | 860 | $42K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -66.5% | 817 | $39K |
| AdvisorNet Financial, Inc | 0.00% | No change | 741 | $36K |
| Avior Wealth Management, LLC | 0.00% | New | 610 | $29K |
| WR Wealth Planners, LLC | 0.01% | Reduce -4.3% | 447 | $22K |
| Breakwater Investment Management | 0.00% | No change | 203 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.0% | 199 | $10K |
| FMR LLC | 0.00% | Add +312.5% | 132 | $6K |
| Cwm, LLC | 0.00% | No change | 79 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 81 | $4K |
| Triad Wealth Partners, LLC | 0.00% | New | 2 | $94 |
| Morgan Stanley | 0.00% | No change | 1 | $83 |
"% 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.