Schwab 1-5 YR Corp. BND ETFSCHJETF
13F holders, Q3 2025 (September 30)113holders −8
18new positions
24sold out
1famous investor
$24.94avg. 13F price*
At the end of Q3 2025, 113 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings, down 8 from Q2 2025. 18 opened new positions and 24 sold out. The largest holders were Columbus Macro, LLC ($10.8M), Meridian Wealth Management, LLC ($9.9M) and Envestnet Asset Management Inc. ($9.4M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.8M |
| Exits | 24 | $20.1M |
All 13F filers, Q2 2025 → Q3 2025: 981,721 shares bought and 911,805 shares sold, net +69,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Columbus Macro, LLC | 1.23% | Add +1.6% | 433,549 | $10.8M |
| Meridian Wealth Management, LLC | 0.38% | Add +6.2% | 395,852 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 377,783 | $9.4M |
| White Wing Wealth Management | 5.34% | Add +6.5% | 345,003 | $8.6M |
| Cetera Investment Advisers | 0.01% | Add +7.5% | 334,977 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.3% | 315,129 | $7.8M |
| Bank of America Corp. | 0.00% | Add +6.3% | 264,968 | $6.6M |
| Summit Financial, LLC | 0.08% | New | 216,246 | $5.4M |
| Modera Wealth Management, LLC | 0.06% | Add +3.7% | 213,106 | $5.3M |
| SlateStone Wealth, LLC | 0.45% | Reduce -11.3% | 206,657 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +21.6% | 202,510 | $5.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +9.1% | 172,541 | $4.3M |
| Van Strum & Towne Inc. | 1.20% | Add +0.4% | 163,776 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +4.2% | 151,501 | $3.8M |
| Compass Financial Group, INC | 0.56% | Add +19.0% | 149,136 | $3.7M |
| Pure Portfolios Holdings LLC | 1.16% | Add +6.7% | 148,283 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.6% | 140,826 | $3.5M |
| Sightline Wealth Advisors, LLC | 1.57% | Add +114.5% | 139,357 | $3.5M |
| MFG Wealth Management, Inc. | 2.26% | New | 120,213 | $3.0M |
| White & Co Financial Planning Inc | 2.03% | Add +3.5% | 108,011 | $2.7M |
| Essex LLC | 0.48% | Reduce -17.5% | 106,340 | $2.7M |
| Clearwater Capital Advisors, LLC | 0.22% | Reduce -0.2% | 105,642 | $2.6M |
| Foundations Investment Advisors, LLC | 0.04% | Add +5.8% | 105,164 | $2.6M |
| Brand Asset Management Group, Inc. | 0.59% | New | 84,118 | $2.1M |
| Citadel Advisors | 0.00% | Add +330.9% | 81,631 | $2.0M |
| Rosenberg Matthew Hamilton | 0.44% | Add +0.0% | 81,624 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.9% | 80,513 | $2.0M |
| Altiora Financial Group, LLC | 0.32% | No change | 69,420 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.9% | 66,326 | $1.7M |
| Cannon Financial Strategists, Inc. | 0.19% | No change | 54,156 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -1.0% | 52,408 | $1.3M |
| Calamos Advisors LLC | 0.01% | Add +62.8% | 51,668 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 46,056 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -18.8% | 45,668 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.5% | 44,832 | $1.1M |
| Mariner, LLC | 0.00% | Add +5.8% | 41,587 | $1.0M |
| First Financial Group Corp | 0.88% | Add +235.1% | 40,500 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +114.5% | 40,194 | $1000K |
| Cahill Financial Advisors Inc. | 0.11% | Add +0.1% | 38,040 | $949K |
| Cerity Partners LLC | 0.00% | No change | 34,462 | $860K |
| Seek First Inc. | 0.59% | Add +1.1% | 33,123 | $826K |
| JPMorgan Chase & Co. | 0.00% | Add +569.6% | 28,178 | $703K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.7% | 27,265 | $680K |
| Coordinated Financial Services, Inc. | 0.44% | Add +22.0% | 27,138 | $677K |
| Creative Planning | 0.00% | Add +6.1% | 26,733 | $667K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -15.6% | 24,878 | $621K |
| Roundview Capital LLC | 0.04% | Reduce -0.3% | 23,730 | $592K |
| Compound Planning, Inc. | 0.02% | Add +3.1% | 23,570 | $588K |
| Wedmont Private Capital | 0.02% | Add +1.1% | 23,152 | $576K |
| Stonekeep Investments, LLC | 0.36% | Add +1.8% | 22,778 | $568K |
| Betterment LLC | 0.00% | Add +2.1% | 21,639 | $540K |
| Lederer & Associates Investment Counsel | 0.32% | Reduce -19.6% | 19,650 | $490K |
| Hartline Investment Corp./ | 0.05% | New | 18,625 | $465K |
| Charles Schwab Trust Co | 0.03% | Add +1.8% | 17,993 | $449K |
| Level Financial Advisors | 0.12% | Reduce -11.1% | 17,685 | $441K |
| Berkshire Asset Management LLC | 0.02% | Reduce -0.1% | 17,641 | $440K |
| Client 1ST Advisory Group, LLC | 0.14% | Reduce -4.3% | 17,380 | $434K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Reduce -1.9% | 16,699 | $417K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 16,405 | $409K |
| Focus Financial Network, Inc. | 0.01% | Add +9.5% | 14,658 | $366K |
| Lodestone Wealth Management LLC | 0.16% | No change | 13,870 | $346K |
| Captrust Financial Advisors | 0.00% | No change | 13,725 | $342K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 13,542 | $338K |
| Bennett Selby Investments LP | 0.11% | New | 13,470 | $336K |
| FDx Advisors, Inc. | 0.10% | Add +15.9% | 12,926 | $322K |
| Creative Financial Designs Inc. | 0.02% | Add +0.9% | 11,928 | $298K |
| RCS Financial Planning, LLC | 0.13% | New | 11,522 | $287K |
| Ascentis Independent Advisors | 0.05% | Add +4.5% | 11,488 | $287K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 11,220 | $280K |
| PFG Advisors | 0.01% | New | 11,021 | $275K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.3% | 10,600 | $264K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +0.2% | 10,274 | $256K |
| Savvy Advisors, Inc. | 0.01% | New | 9,483 | $237K |
| Burling Wealth Partners, LLC | 0.04% | Reduce -22.9% | 9,440 | $235K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -51.9% | 8,876 | $221K |
| XY Planning Network, Inc. | 0.08% | No change | 8,901 | $221K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 8,646 | $216K |
| D.B. Root & Company, LLC | 0.05% | New | 8,530 | $213K |
| Maridea Wealth Management LLC | 0.03% | Reduce -0.8% | 8,435 | $211K |
| Wbi Investments, LLC | 0.05% | Reduce -0.8% | 8,435 | $210K |
| Morgan Stanley | 0.00% | Reduce -51.0% | 6,661 | $166K |
| Global Trust Asset Management, LLC | 0.07% | No change | 6,000 | $150K |
| Parallel Advisors, LLC | 0.00% | No change | 5,998 | $150K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 5,562 | $139K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,400 | $135K |
| Harbour Investments, Inc. | 0.00% | Add +1.9% | 5,168 | $129K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 3,689 | $92K |
| VSM Wealth Advisory, LLC | 0.02% | Reduce -39.3% | 3,033 | $76K |
| Ancora Advisors LLC | 0.00% | No change | 2,602 | $65K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +35.3% | 2,300 | $57K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,574 | $39K |
| Royal Bank of Canada | 0.00% | Reduce -6.1% | 1,452 | $36K |
| AE Wealth Management LLC | 0.00% | New | 1,409 | $35K |
| MAI Capital Management | 0.00% | No change | 1,349 | $34K |
| LGT Financial Advisors LLC | 0.07% | New | 1,308 | $33K |
| Nalls Sherbakoff Group, LLC | 0.02% | New | 1,061 | $26K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $25K |
| Phillips Financial Management, LLC | 0.00% | No change | 687 | $17K |
| Woodside Wealth Management LLC | 0.01% | No change | 510 | $13K |
| FMR LLC | 0.00% | Add +23.3% | 424 | $11K |
"% 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.