Schwab 1-5 YR Corp. BND ETFSCHJETF
13F holders, Q3 2024 (September 30)103holders +14
23new positions
10sold out
1famous investor
$47.76avg. 13F price*
At the end of Q3 2024, 103 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings, up 14 from Q2 2024. 23 opened new positions and 10 sold out. The largest holders were Envestnet Asset Management Inc. ($9.4M), Cetera Investment Advisers ($8.4M) and TAP Consulting, LLC ($8.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $20.8M |
| Exits | 10 | $86.1M |
All 13F filers, Q2 2024 → Q3 2024: 698,316 shares bought and 1,918,443 shares sold, net −1,220,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 189,219 | $9.4M |
| Cetera Investment Advisers | 0.02% | Add +2.4% | 168,413 | $8.4M |
| TAP Consulting, LLC | 1.60% | Add +5.6% | 164,357 | $8.2M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 152,739 | $7.6M |
| Columbus Macro, LLC | 2.66% | Add +29.1% | 192,677 | $7.3M |
| Meridian Wealth Management, LLC | 0.36% | New | 146,296 | $7.3M |
| White Wing Wealth Management | 5.39% | Add +3.6% | 141,152 | $7.0M |
| Modera Wealth Management, LLC | 0.07% | Reduce -1.4% | 106,669 | $5.3M |
| Kades & Cheifetz LLC | 2.45% | Add +3.2% | 86,099 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.6% | 81,161 | $4.0M |
| LPL Financial LLC | 0.00% | Add +11.0% | 79,121 | $3.9M |
| Citadel Advisors | 0.00% | New | 79,001 | $3.9M |
| HM Payson & Co. | 0.06% | No change | 75,000 | $3.7M |
| AlphaStar Capital Management, LLC | 0.29% | Add +6.6% | 72,796 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -1.0% | 72,148 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +11.4% | 67,433 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +32.0% | 64,665 | $3.2M |
| Essex LLC | 0.65% | No change | 64,395 | $3.2M |
| Mariner, LLC | 0.01% | Add +16.9% | 61,906 | $3.1M |
| Cape Investment Advisory, Inc. | 1.21% | Add +101.2% | 60,024 | $3.0M |
| SlateStone Wealth, LLC | 0.26% | New | 58,618 | $2.9M |
| Rosenberg Matthew Hamilton | 0.72% | Reduce -0.9% | 55,550 | $2.8M |
| Pure Portfolios Holdings LLC | 1.00% | — | 53,235 | $2.6M |
| Van Strum & Towne Inc. | 0.91% | Add +13.8% | 52,760 | $2.6M |
| Jackson Creek Investment Advisors LLC | 0.58% | Add +12.1% | 39,590 | $2.0M |
| Foundations Investment Advisors, LLC | 0.04% | Add +72.3% | 36,834 | $1.8M |
| Compass Financial Group, INC | 0.34% | Add +15.8% | 34,936 | $1.7M |
| Charles Schwab Trust Co | 0.15% | Add +21.6% | 34,823 | $1.7M |
| Altiora Financial Group, LLC | 0.38% | No change | 34,710 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +182.3% | 67,937 | $1.7M |
| Flow Traders U.S. LLC | 0.08% | New | 31,796 | $1.6M |
| Capasso Planning Partners LLC | 0.43% | Reduce -30.2% | 29,589 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +96.4% | 58,990 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.23% | No change | 27,078 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -67.5% | 25,371 | $1.3M |
| Cahill Financial Advisors Inc. | 0.17% | Add +0.1% | 25,230 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -4.9% | 22,452 | $1.1M |
| UBS Group AG | 0.00% | New | 22,081 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +12.7% | 21,322 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.09% | Add +0.5% | 19,514 | $968K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 18,150 | $900K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,957 | $891K |
| Stonekeep Investments, LLC | 0.63% | Add +2.7% | 16,350 | $811K |
| Visionary Wealth Advisors | 0.05% | New | 15,764 | $782K |
| Wedmont Private Capital | 0.04% | Add +0.8% | 13,724 | $675K |
| Client 1ST Advisory Group, LLC | 0.26% | Reduce -29.5% | 13,027 | $646K |
| Avantax Advisory Services, Inc. | 0.00% | Add +71.9% | 12,622 | $626K |
| Roundview Capital LLC | 0.05% | Reduce -6.3% | 12,584 | $624K |
| Lederer & Associates Investment Counsel | 0.43% | Add +2.0% | 12,456 | $618K |
| Compound Planning, Inc. | 0.04% | Reduce -6.3% | 11,844 | $588K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 11,276 | $559K |
| Financial Strategies Group, Inc. | 0.13% | Add +97.3% | 22,616 | $557K |
| Osaic Holdings, Inc. | 0.00% | Add +10.9% | 11,206 | $556K |
| Creative Planning | 0.00% | Add +4.5% | 10,698 | $531K |
| Berkshire Asset Management LLC | 0.02% | No change | 10,004 | $483K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 9,408 | $467K |
| Van Den Berg Management I, Inc. | 0.13% | New | 8,748 | $434K |
| Old Mission Capital LLC | 0.01% | Reduce -77.4% | 8,626 | $428K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.9% | 8,586 | $426K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Reduce -0.6% | 8,517 | $423K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -18.0% | 8,134 | $404K |
| Brookstone Capital Management | 0.01% | Reduce -43.7% | 7,863 | $390K |
| HRT Financial LP | 0.00% | New | 7,850 | $389K |
| Lodestone Wealth Management LLC | 0.17% | No change | 6,935 | $344K |
| Captrust Financial Advisors | 0.00% | No change | 6,746 | $335K |
| Farther Finance Advisors, LLC | 0.01% | Add +29.6% | 6,553 | $325K |
| Focus Financial Network, Inc. | 0.01% | Add +0.5% | 6,531 | $324K |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 6,493 | $322K |
| Stephens Group Asset Management, LLC | 0.03% | New | 6,268 | $311K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.9% | 6,137 | $304K |
| FDx Advisors, Inc. | 0.08% | Reduce -0.8% | 5,877 | $292K |
| Creative Financial Designs Inc. | 0.02% | Reduce -32.1% | 5,765 | $286K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 5,610 | $278K |
| Cerity Partners LLC | 0.00% | New | 5,514 | $274K |
| Worth Asset Management, LLC | 0.15% | No change | 5,509 | $273K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 4,689 | $233K |
| Ascentis Independent Advisors | 0.04% | No change | 4,644 | $230K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 4,341 | $215K |
| Private Client Services, LLC | 0.11% | New | 4,168 | $207K |
| Crescent Sterling, Ltd. | 0.19% | Reduce -34.8% | 4,081 | $202K |
| Morgan Stanley | 0.00% | Add +369600.0% | 3,697 | $183K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.3% | 2,999 | $149K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,700 | $134K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,094 | $104K |
| Ancora Advisors LLC | 0.00% | No change | 1,723 | $85K |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 1,045 | $52K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 860 | $43K |
| CoreCap Advisors, LLC | 0.00% | New | 777 | $39K |
| AdvisorNet Financial, Inc | 0.00% | No change | 741 | $37K |
| Avior Wealth Management, LLC | 0.00% | No change | 610 | $30K |
| WR Wealth Planners, LLC | 0.01% | Reduce -0.2% | 446 | $22K |
| Phillips Financial Management, LLC | 0.00% | New | 438 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | New | 418 | $10K |
| Breakwater Investment Management | 0.00% | No change | 203 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.0% | 201 | $10K |
| US Bancorp \de | 0.00% | New | 120 | $6K |
| Cwm, LLC | 0.00% | No change | 79 | $4K |
| FMR LLC | 0.00% | Reduce -43.9% | 74 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 29 | $1K |
| BlackRock, Inc. | 0.00% | — | 16 | $794 |
| Assetmark, Inc. | 0.00% | New | 11 | $546 |
| Allworth Financial LP | 0.00% | New | 1 | $50 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $25 |
"% 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.