Schwab 1-5 YR Corp. BND ETFSCHJETF
13F holders, Q4 2024 (December 31)110holders +7
11new positions
10sold out
$24.38avg. 13F price*
At the end of Q4 2024, 110 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings, up 7 from Q3 2024. 11 opened new positions and 10 sold out. The largest holders were Columbus Macro, LLC ($10.7M), Envestnet Asset Management Inc. ($9.8M) and Cetera Investment Advisers ($8.3M).
- Company
- Schwab 1-5 YR Corp. BND ETF
- CUSIP
- 808524714
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.7M |
| Exits | 10 | $11.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,229,042 shares bought and 902,450 shares sold, net +326,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Columbus Macro, LLC | 1.48% | Add +13.9% | 439,079 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 400,883 | $9.8M |
| Cetera Investment Advisers | 0.02% | Add +1.7% | 342,482 | $8.3M |
| Bank of America Corp. | 0.00% | Add +11.3% | 339,849 | $8.3M |
| TAP Consulting, LLC | 1.67% | Add +1.6% | 334,109 | $8.1M |
| Meridian Wealth Management, LLC | 0.37% | Add +8.1% | 316,135 | $7.7M |
| White Wing Wealth Management | 5.51% | Add +7.7% | 304,127 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1598.3% | 291,626 | $7.1M |
| Modera Wealth Management, LLC | 0.06% | Reduce -3.2% | 206,569 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | New | 192,154 | $4.7M |
| Kades & Cheifetz LLC | 2.32% | Add +8.2% | 186,286 | $4.5M |
| Visionary Wealth Advisors | 0.25% | Add +462.6% | 177,361 | $4.3M |
| Cape Investment Advisory, Inc. | 1.69% | Add +47.6% | 177,205 | $4.3M |
| LPL Financial LLC | 0.00% | Add +5.0% | 166,222 | $4.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +21.3% | 163,641 | $4.0M |
| SlateStone Wealth, LLC | 0.36% | Add +29.5% | 151,814 | $3.7M |
| HM Payson & Co. | 0.06% | No change | 150,000 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.5% | 145,245 | $3.5M |
| Mariner, LLC | 0.01% | Add +9.7% | 135,834 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -7.5% | 133,515 | $3.3M |
| Essex LLC | 0.66% | Reduce -0.1% | 128,650 | $3.1M |
| Van Strum & Towne Inc. | 1.08% | Add +19.5% | 126,085 | $3.1M |
| Pure Portfolios Holdings LLC | 1.03% | Add +7.3% | 114,197 | $2.8M |
| Clearwater Capital Advisors, LLC | 0.26% | Add +176.3% | 107,823 | $2.6M |
| Rosenberg Matthew Hamilton | 0.66% | Reduce -5.8% | 104,619 | $2.6M |
| White & Co Financial Planning Inc | 2.10% | — | 101,742 | $2.5M |
| Sightline Wealth Advisors, LLC | 1.12% | New | 85,190 | $2.1M |
| Jackson Creek Investment Advisors LLC | 0.61% | Add +5.4% | 83,465 | $2.0M |
| Foundations Investment Advisors, LLC | 0.04% | Add +13.2% | 83,390 | $2.0M |
| Compass Financial Group, INC | 0.35% | Add +9.4% | 76,458 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -46.6% | 72,500 | $1.8M |
| Altiora Financial Group, LLC | 0.37% | No change | 69,420 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -50.1% | 58,869 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.23% | No change | 54,156 | $1.3M |
| Charles Schwab Trust Co | 0.10% | Reduce -31.4% | 47,766 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -63.5% | 47,187 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +0.3% | 45,033 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 43,676 | $1.1M |
| Capasso Planning Partners LLC | 0.39% | Reduce -33.0% | 39,641 | $966K |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -27.5% | 36,576 | $892K |
| IronOak Wealth LLC. | 1.00% | — | 36,523 | $890K |
| Cerity Partners LLC | 0.00% | Add +212.5% | 34,462 | $840K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.3% | 32,200 | $785K |
| Stonekeep Investments, LLC | 0.56% | Reduce -6.5% | 30,583 | $745K |
| Stephens Group Asset Management, LLC | 0.06% | Add +121.0% | 27,702 | $675K |
| Client 1ST Advisory Group, LLC | 0.24% | Reduce -1.8% | 25,578 | $623K |
| Roundview Capital LLC | 0.04% | Add +0.4% | 25,266 | $616K |
| Lederer & Associates Investment Counsel | 0.42% | Reduce -2.0% | 24,403 | $595K |
| Compound Planning, Inc. | 0.03% | Add +2.5% | 24,283 | $592K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 23,388 | $570K |
| Osaic Holdings, Inc. | 0.00% | Add +3.1% | 23,118 | $564K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.4% | 22,869 | $557K |
| Coordinated Financial Services, Inc. | 0.44% | — | 22,774 | $555K |
| Wedmont Private Capital | 0.03% | Reduce -18.4% | 22,389 | $544K |
| Financial Strategies Group, Inc. | 0.13% | Reduce -50.6% | 22,350 | $543K |
| Creative Planning | 0.00% | Add +0.7% | 21,547 | $525K |
| Berkshire Asset Management LLC | 0.02% | Reduce -10.6% | 17,896 | $438K |
| Fig Financial Advisory Services Inc. | 0.30% | — | 17,824 | $434K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Add +0.8% | 17,162 | $417K |
| Farther Finance Advisors, LLC | 0.01% | Add +27.2% | 16,668 | $406K |
| Flow Traders U.S. LLC | 0.02% | Reduce -74.8% | 16,028 | $391K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.5% | 15,868 | $387K |
| Harbour Investments, Inc. | 0.01% | Reduce -22.7% | 14,553 | $355K |
| Perigon Wealth Management, LLC | 0.01% | Add +16.4% | 14,291 | $349K |
| Lodestone Wealth Management LLC | 0.17% | No change | 13,870 | $338K |
| Captrust Financial Advisors | 0.00% | Add +2.7% | 13,852 | $338K |
| Amara Financial, Llc. | 0.30% | New | 13,439 | $328K |
| Focus Financial Network, Inc. | 0.01% | Add +1.0% | 13,197 | $322K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 12,756 | $311K |
| FDx Advisors, Inc. | 0.08% | Add +0.1% | 11,772 | $287K |
| Creative Financial Designs Inc. | 0.02% | Add +1.1% | 11,653 | $284K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 11,220 | $273K |
| Worth Asset Management, LLC | 0.14% | No change | 11,018 | $269K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +8.9% | 10,212 | $249K |
| Brookstone Capital Management | 0.00% | Reduce -37.4% | 9,845 | $240K |
| Ascentis Independent Advisors | 0.04% | No change | 9,288 | $226K |
| First Financial Group Corp | 0.25% | — | 9,100 | $222K |
| Savvy Advisors, Inc. | 0.03% | New | 8,804 | $215K |
| Private Client Services, LLC | 0.11% | Add +3.7% | 8,641 | $211K |
| Heritage Financial Services, LLC | 0.03% | New | 8,290 | $202K |
| Morgan Stanley | 0.00% | Add +1.7% | 7,520 | $183K |
| Parallel Advisors, LLC | 0.00% | No change | 5,998 | $146K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,400 | $132K |
| VSM Wealth Advisory, LLC | 0.04% | — | 4,973 | $121K |
| Aptus Capital Advisors, LLC | 0.00% | Add +450.5% | 4,602 | $112K |
| Centaurus Financial, Inc. | 0.01% | No change | 4,188 | $102K |
| Ancora Advisors LLC | 0.00% | No change | 3,446 | $84K |
| Salem Investment Counselors Inc. | 0.00% | New | 2,223 | $54K |
| Royal Bank of Canada | 0.00% | No change | 2,090 | $51K |
| REAP Financial Group, LLC | 0.01% | New | 2,073 | $51K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 1,720 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,553 | $38K |
| MAI Capital Management | 0.00% | New | 1,349 | $33K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,220 | $30K |
| Blair William & Co. | 0.00% | New | 1,131 | $28K |
| AE Wealth Management LLC | 0.00% | New | 1,084 | $26K |
| Phillips Financial Management, LLC | 0.00% | No change | 876 | $21K |
| WR Wealth Planners, LLC | 0.01% | Reduce -17.1% | 739 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.0% | 406 | $10K |
| Breakwater Investment Management | 0.00% | No change | 406 | $10K |
| US Bancorp \de | 0.00% | No change | 240 | $6K |
| FMR LLC | 0.00% | Add +52.0% | 225 | $5K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 157 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +169.0% | 156 | $4K |
| Principal Securities, Inc. | 0.00% | New | 80 | $2K |
| UBS Group AG | 0.00% | Reduce -99.9% | 36 | $878 |
| BlackRock, Inc. | 0.00% | No change | 32 | $780 |
| Assetmark, Inc. | 0.00% | No change | 22 | $536 |
| Allworth Financial LP | 0.00% | No change | 2 | $50 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -50.0% | 1 | $24 |
"% 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.