Schwab 1-5 YR Corp. BND ETFSCHJETF
13F holders, Q1 2025 (March 31)118holders +8
17new positions
9sold out
1famous investor
$24.63avg. 13F price*
At the end of Q1 2025, 118 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings, up 8 from Q4 2024. 17 opened new positions and 9 sold out. The largest holders were Columbus Macro, LLC ($10.7M), Envestnet Asset Management Inc. ($9.7M) and Meridian Wealth Management, LLC ($8.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $11.8M |
| Exits | 9 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 709,362 shares bought and 355,449 shares sold, net +353,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Columbus Macro, LLC | 1.41% | Reduce -0.8% | 435,484 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 393,922 | $9.7M |
| Meridian Wealth Management, LLC | 0.43% | Add +14.9% | 363,181 | $8.9M |
| Cetera Investment Advisers | 0.02% | Reduce -3.4% | 330,732 | $8.1M |
| White Wing Wealth Management | 6.04% | Add +3.9% | 315,963 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.7% | 296,637 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -17.8% | 279,474 | $6.9M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.2% | 206,155 | $5.1M |
| SlateStone Wealth, LLC | 0.48% | Add +29.1% | 195,920 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.5% | 195,051 | $4.8M |
| Cape Investment Advisory, Inc. | 1.76% | Add +1.2% | 179,280 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -3.7% | 157,637 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -5.4% | 157,257 | $3.9M |
| HM Payson & Co. | 0.06% | No change | 150,000 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +11.6% | 149,037 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 144,534 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | New | 133,105 | $3.3M |
| Van Strum & Towne Inc. | 1.05% | Add +0.8% | 127,052 | $3.1M |
| Essex LLC | 0.67% | Reduce -2.8% | 125,075 | $3.1M |
| Mariner, LLC | 0.01% | Reduce -10.3% | 121,916 | $3.0M |
| Pure Portfolios Holdings LLC | 1.08% | Add +4.6% | 119,474 | $2.9M |
| Visionary Wealth Advisors | 0.17% | Reduce -34.5% | 116,218 | $2.9M |
| Clearwater Capital Advisors, LLC | 0.25% | Reduce -1.4% | 106,310 | $2.6M |
| Compass Financial Group, INC | 0.49% | Add +36.8% | 104,584 | $2.6M |
| White & Co Financial Planning Inc | 2.21% | Add +2.2% | 103,965 | $2.6M |
| Rosenberg Matthew Hamilton | 0.60% | Reduce -6.8% | 97,456 | $2.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +6.6% | 88,863 | $2.2M |
| Jackson Creek Investment Advisors LLC | 0.66% | Add +1.3% | 84,541 | $2.1M |
| Citadel Advisors | 0.00% | New | 80,875 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.2% | 76,980 | $1.9M |
| Altiora Financial Group, LLC | 0.36% | No change | 69,420 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +44.5% | 68,197 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 67,600 | $1.7M |
| Sightline Wealth Advisors, LLC | 0.85% | Reduce -23.4% | 65,289 | $1.6M |
| Victrix Investment Advisors | 0.78% | New | 60,568 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.23% | No change | 54,156 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -11.9% | 51,878 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 46,620 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | No change | 45,033 | $1.1M |
| Cahill Financial Advisors Inc. | 0.12% | Add +1.4% | 37,091 | $914K |
| Cerity Partners LLC | 0.00% | No change | 34,462 | $849K |
| Flow Traders U.S. LLC | 0.04% | Add +111.9% | 33,960 | $837K |
| Susquehanna International Group, LLP | 0.00% | New | 33,239 | $819K |
| Seek First Inc. | 0.71% | — | 32,397 | $798K |
| Charles Schwab Trust Co | 0.07% | Reduce -32.6% | 32,200 | $793K |
| Capasso Planning Partners LLC | 0.31% | Reduce -23.0% | 30,513 | $752K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.8% | 28,400 | $700K |
| Old Mission Capital LLC | 0.01% | New | 26,877 | $662K |
| Stonekeep Investments, LLC | 0.49% | Reduce -12.4% | 26,794 | $660K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.2% | 25,534 | $629K |
| Roundview Capital LLC | 0.04% | Add +0.1% | 25,298 | $623K |
| Client 1ST Advisory Group, LLC | 0.24% | Reduce -2.8% | 24,858 | $613K |
| Lederer & Associates Investment Counsel | 0.44% | Add +0.2% | 24,460 | $603K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.0% | 24,239 | $597K |
| Compound Planning, Inc. | 0.03% | Reduce -1.4% | 23,938 | $590K |
| Coordinated Financial Services, Inc. | 0.44% | — | 23,038 | $568K |
| Wedmont Private Capital | 0.03% | Add +1.1% | 22,641 | $551K |
| Creative Planning | 0.00% | Reduce -4.6% | 20,551 | $506K |
| Level Financial Advisors | 0.17% | New | 19,901 | $490K |
| Kingsview Wealth Management, LLC | 0.01% | Add +11.7% | 17,728 | $437K |
| Berkshire Asset Management LLC | 0.02% | Reduce -0.8% | 17,752 | $435K |
| Farther Finance Advisors, LLC | 0.01% | Add +3.8% | 17,297 | $425K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Add +0.1% | 17,187 | $423K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.5% | 14,357 | $354K |
| Lodestone Wealth Management LLC | 0.18% | No change | 13,870 | $342K |
| Captrust Financial Advisors | 0.00% | Reduce -0.9% | 13,725 | $338K |
| Focus Financial Network, Inc. | 0.01% | Add +0.6% | 13,276 | $327K |
| Amara Financial, Llc. | 0.30% | Reduce -2.5% | 13,106 | $323K |
| Townsquare Capital LLC | 0.00% | New | 12,422 | $306K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.8% | 12,074 | $298K |
| FDx Advisors, Inc. | 0.09% | Add +0.2% | 11,797 | $291K |
| Creative Financial Designs Inc. | 0.02% | Add +0.6% | 11,723 | $289K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 11,220 | $276K |
| Worth Asset Management, LLC | 0.15% | No change | 11,018 | $271K |
| Ascentis Independent Advisors | 0.05% | Add +15.1% | 10,688 | $263K |
| Maridea Wealth Management LLC | 0.08% | New | 10,482 | $258K |
| Wbi Investments, LLC | 0.07% | New | 10,482 | $258K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 10,212 | $252K |
| First Financial Group Corp | 0.25% | No change | 9,100 | $224K |
| Stephens Group Asset Management, LLC | 0.02% | Reduce -68.2% | 8,811 | $217K |
| Savvy Advisors, Inc. | 0.02% | No change | 8,804 | $217K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 8,682 | $214K |
| Global Trust Asset Management, LLC | 0.13% | New | 8,680 | $214K |
| Brookstone Capital Management | 0.00% | Reduce -11.9% | 8,677 | $214K |
| Heritage Financial Services, LLC | 0.02% | No change | 8,290 | $204K |
| Morgan Stanley | 0.00% | Reduce -4.8% | 7,160 | $176K |
| Parallel Advisors, LLC | 0.00% | No change | 5,998 | $148K |
| Harbour Investments, Inc. | 0.00% | Reduce -59.7% | 5,861 | $144K |
| Aptus Capital Advisors, LLC | 0.00% | Add +20.1% | 5,529 | $136K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,400 | $133K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.2% | 4,981 | $123K |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.7% | 4,635 | $114K |
| Sound Income Strategies, LLC | 0.01% | New | 3,562 | $88K |
| Ancora Advisors LLC | 0.00% | Reduce -24.5% | 2,602 | $64K |
| Blair William & Co. | 0.00% | Add +100.0% | 2,262 | $56K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,223 | $55K |
| REAP Financial Group, LLC | 0.01% | Add +0.8% | 2,090 | $51K |
| Howe & Rusling Inc. | 0.00% | New | 1,684 | $41K |
| CoreCap Advisors, LLC | 0.00% | Add +1.4% | 1,574 | $39K |
| MAI Capital Management | 0.00% | No change | 1,349 | $33K |
"% 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.