Schwab 1-5 YR Corp. BND ETFSCHJETF
13F holders, Q2 2025 (June 30)121holders +3
14new positions
13sold out
1famous investor
$24.80avg. 13F price*
At the end of Q2 2025, 121 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings, up 3 from Q1 2025. 14 opened new positions and 13 sold out. The largest holders were Columbus Macro, LLC ($10.6M), Envestnet Asset Management Inc. ($9.3M) and Meridian Wealth Management, LLC ($9.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.7M |
| Exits | 13 | $10.2M |
All 13F filers, Q1 2025 → Q2 2025: 561,271 shares bought and 920,131 shares sold, net −358,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Columbus Macro, LLC | 1.30% | Reduce -2.0% | 426,824 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 374,983 | $9.3M |
| Meridian Wealth Management, LLC | 0.40% | Add +2.6% | 372,585 | $9.2M |
| White Wing Wealth Management | 5.45% | Add +2.5% | 324,033 | $8.0M |
| Cetera Investment Advisers | 0.01% | Reduce -5.8% | 311,546 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.9% | 299,200 | $7.4M |
| Bank of America Corp. | 0.00% | Reduce -10.8% | 249,350 | $6.2M |
| SlateStone Wealth, LLC | 0.54% | Add +18.9% | 232,966 | $5.8M |
| Modera Wealth Management, LLC | 0.06% | Reduce -0.3% | 205,449 | $5.1M |
| AlphaStar Capital Management, LLC | 0.34% | New | 192,974 | $4.8M |
| Cape Investment Advisory, Inc. | 1.66% | Add +2.4% | 183,551 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +25.1% | 166,471 | $4.1M |
| Van Strum & Towne Inc. | 1.28% | Add +28.4% | 163,092 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.3% | 158,176 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -25.1% | 146,111 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 145,439 | $3.6M |
| Pure Portfolios Holdings LLC | 1.17% | Add +16.3% | 138,956 | $3.4M |
| Essex LLC | 0.63% | Add +3.0% | 128,883 | $3.2M |
| Compass Financial Group, INC | 0.51% | Add +19.8% | 125,310 | $3.1M |
| HM Payson & Co. | 0.04% | Reduce -27.8% | 108,253 | $2.7M |
| Clearwater Capital Advisors, LLC | 0.24% | Reduce -0.4% | 105,862 | $2.6M |
| White & Co Financial Planning Inc | 2.07% | Add +0.3% | 104,319 | $2.6M |
| Foundations Investment Advisors, LLC | 0.04% | Add +11.8% | 99,349 | $2.5M |
| Jackson Creek Investment Advisors LLC | 0.56% | Reduce -1.6% | 83,194 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.6% | 82,080 | $2.0M |
| Rosenberg Matthew Hamilton | 0.47% | Reduce -16.3% | 81,616 | $2.0M |
| Altiora Financial Group, LLC | 0.34% | No change | 69,420 | $1.7M |
| Sightline Wealth Advisors, LLC | 0.78% | Reduce -0.5% | 64,967 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.2% | 62,613 | $1.6M |
| Victrix Investment Advisors | 0.67% | Add +0.5% | 60,843 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -64.3% | 56,226 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.21% | No change | 54,156 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | Add +58.5% | 53,843 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Add +2.1% | 52,953 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 45,970 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | No change | 45,033 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -67.8% | 39,287 | $975K |
| Cahill Financial Advisors Inc. | 0.12% | Add +2.4% | 37,997 | $943K |
| Cerity Partners LLC | 0.00% | No change | 34,462 | $855K |
| Seek First Inc. | 0.66% | Add +1.1% | 32,755 | $813K |
| Calamos Advisors LLC | 0.00% | New | 31,738 | $787K |
| Farther Finance Advisors, LLC | 0.01% | Add +70.4% | 29,473 | $731K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.3% | 28,325 | $703K |
| Creative Planning | 0.00% | Add +22.6% | 25,195 | $625K |
| Lederer & Associates Investment Counsel | 0.40% | Reduce -0.1% | 24,435 | $606K |
| Roundview Capital LLC | 0.04% | Reduce -6.0% | 23,790 | $590K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.4% | 23,658 | $587K |
| Compound Planning, Inc. | 0.02% | Reduce -4.5% | 22,861 | $567K |
| Wedmont Private Capital | 0.02% | Add +1.1% | 22,897 | $566K |
| Stonekeep Investments, LLC | 0.37% | Reduce -16.5% | 22,378 | $555K |
| Coordinated Financial Services, Inc. | 0.39% | — | 22,245 | $552K |
| Betterment LLC | 0.00% | New | 21,189 | $526K |
| Level Financial Advisors | 0.15% | No change | 19,901 | $494K |
| Kingsview Wealth Management, LLC | 0.01% | Add +11.0% | 19,682 | $488K |
| Old Mission Capital LLC | 0.01% | Reduce -27.1% | 19,583 | $486K |
| Citadel Advisors | 0.00% | Reduce -76.6% | 18,945 | $470K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 18,737 | $465K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.7% | 18,458 | $458K |
| Client 1ST Advisory Group, LLC | 0.16% | Reduce -26.9% | 18,168 | $451K |
| Charles Schwab Trust Co | 0.03% | Reduce -45.1% | 17,683 | $439K |
| Berkshire Asset Management LLC | 0.02% | Reduce -0.5% | 17,666 | $438K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Reduce -1.0% | 17,015 | $422K |
| Osaic Holdings, Inc. | 0.00% | Add +38.7% | 16,751 | $416K |
| Capasso Planning Partners LLC | 0.23% | Reduce -46.8% | 16,226 | $403K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.7% | 14,451 | $359K |
| Lodestone Wealth Management LLC | 0.17% | No change | 13,870 | $344K |
| Captrust Financial Advisors | 0.00% | No change | 13,725 | $341K |
| Morgan Stanley | 0.00% | Add +90.0% | 13,604 | $338K |
| Focus Financial Network, Inc. | 0.01% | Add +0.8% | 13,389 | $332K |
| Signal Advisors Wealth, LLC | 0.02% | New | 12,384 | $307K |
| Burling Wealth Partners, LLC | 0.06% | New | 12,240 | $304K |
| First Financial Group Corp | 0.29% | Add +32.8% | 12,085 | $300K |
| Creative Financial Designs Inc. | 0.02% | Add +0.9% | 11,824 | $293K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 11,220 | $278K |
| FDx Advisors, Inc. | 0.08% | Reduce -5.5% | 11,154 | $277K |
| Ascentis Independent Advisors | 0.05% | Add +2.8% | 10,988 | $273K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,636 | $264K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +0.4% | 10,256 | $254K |
| Worth Asset Management, LLC | 0.12% | Reduce -10.4% | 9,873 | $245K |
| XY Planning Network, Inc. | 0.08% | New | 8,901 | $221K |
| Stephens Group Asset Management, LLC | 0.02% | Add +0.1% | 8,821 | $219K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.4% | 8,646 | $215K |
| Maridea Wealth Management LLC | 0.05% | Reduce -18.9% | 8,505 | $211K |
| Wbi Investments, LLC | 0.05% | Reduce -18.9% | 8,505 | $211K |
| Heritage Financial Services, LLC | 0.02% | No change | 8,290 | $206K |
| Global Trust Asset Management, LLC | 0.08% | Reduce -30.9% | 6,000 | $149K |
| Quaker Wealth Management, LLC | 0.05% | — | 6,000 | $149K |
| Parallel Advisors, LLC | 0.00% | No change | 5,998 | $149K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 5,545 | $138K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,400 | $134K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.4% | 5,074 | $126K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.2% | 4,993 | $124K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.2% | 4,208 | $104K |
| Ancora Advisors LLC | 0.00% | No change | 2,602 | $65K |
| Raymond James Financial Inc. | 0.00% | New | 2,405 | $60K |
| Blair William & Co. | 0.00% | No change | 2,262 | $56K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,223 | $55K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1,700 | $42K |
| Howe & Rusling Inc. | 0.00% | No change | 1,684 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,574 | $39K |
"% 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.