Schwab 1-5 YR Corp. BND ETFSCHJETF

13F holders, Q4 2025 (December 31)
127holders +14
18new positions
11sold out
1famous investor
$24.90avg. 13F price*

At the end of Q4 2025, 127 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings, up 14 from Q3 2025. 18 opened new positions and 11 sold out. The largest holders were Hamrick Investment Counsel, llc ($16.6M), Hartline Investment Corp./ ($14.4M) and Columbus Macro, LLC ($11.1M). 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

050100150200 Q1 2024: 88Q1 2024Q2 2024: 89Q2 2024Q3 2024: 103Q3 2024Q4 2024: 110Q4 2024Q1 2025: 118Q1 2025Q2 2025: 121Q2 2025Q3 2025: 113Q3 2025Q4 2025: 127Q4 2025Q1 2026: 127Q1 2026Q2 2026: 154Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$14.6M
Exits11$2.2M

All 13F filers, Q3 2025 → Q4 2025: 1,860,207 shares bought and 515,882 shares sold, net +1,344,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 127 holders

Hamrick Investment Counsel, llc 12.33% — 666,047 $16.6M
Hartline Investment Corp./ 1.55% Add +2999.5% 577,290 $14.4M
Columbus Macro, LLC 1.22% Add +2.9% 446,316 $11.1M
White Wing Wealth Management 6.34% Add +23.7% 426,746 $10.6M
Envestnet Asset Management Inc. 0.00% Add +6.2% 401,043 $10.0M
Cetera Investment Advisers 0.01% Add +15.3% 386,165 $9.6M
SlateStone Wealth, LLC 0.71% Add +65.6% 342,171 $8.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.2% 331,346 $8.3M
Cape Investment Advisory, Inc. 2.48% New 324,433 $8.1M
Meridian Wealth Management, LLC 0.26% Reduce -25.6% 294,657 $7.3M
Bank of America Corp. 0.00% Add +4.7% 277,437 $6.9M
Sightline Wealth Advisors, LLC 2.65% Add +79.5% 250,184 $6.2M
Summit Financial, LLC 0.08% Add +3.6% 223,951 $5.6M
Modera Wealth Management, LLC 0.06% Reduce -1.1% 210,832 $5.2M
Kestra Advisory Services, LLC 0.02% Reduce -4.0% 194,461 $4.8M
HighTower Advisors, LLC 0.01% Add +22.8% 186,093 $4.6M
Van Strum & Towne Inc. 1.24% Add +8.6% 177,901 $4.4M
Compass Financial Group, INC 0.60% Add +12.6% 167,948 $4.2M
Pure Portfolios Holdings LLC 1.20% Add +8.2% 160,487 $4.0M
Mercer Global Advisors Inc. 0.01% Reduce -0.8% 139,728 $3.5M
MFG Wealth Management, Inc. 2.32% Reduce -0.5% 119,573 $3.0M
Foundations Investment Advisors, LLC 0.04% Add +12.3% 118,047 $2.9M
White & Co Financial Planning Inc 2.01% Reduce -0.3% 107,724 $2.7M
Essex LLC 0.38% Reduce -18.8% 86,309 $2.1M
Brand Asset Management Group, Inc. 0.59% Reduce -0.1% 84,069 $2.1M
Sanctuary Advisors, LLC 0.01% Add +1.0% 81,332 $2.0M
Mariner, LLC 0.00% Add +94.8% 81,002 $2.0M
Rosenberg Matthew Hamilton 0.41% Reduce -2.4% 79,682 $2.0M
Victrix Investment Advisors 0.69% New 71,818 $1.8M
Clearwater Capital Advisors, LLC 0.14% Reduce -34.2% 69,522 $1.7M
Altiora Financial Group, LLC 0.30% No change 69,420 $1.7M
Yanni & Associates Investment Advisors, LLC 1.69% — 67,987 $1.7M
Vilga Financial Planning LLC 1.47% — 61,668 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.7% 59,866 $1.5M
First Financial Group Corp 1.25% Add +45.4% 58,880 $1.5M
Calamos Advisors LLC 0.01% Add +10.7% 57,208 $1.4M
Cannon Financial Strategists, Inc. 0.19% Add +0.7% 54,532 $1.4M
Valmark Advisers, Inc. 0.02% Add +20.8% 54,157 $1.3M
Mutual Advisors, LLC 0.03% Add +0.9% 52,891 $1.3M
Creative Planning 0.00% Add +95.6% 52,300 $1.3M
Monetary Solutions, Ltd 1.26% — 51,555 $1.3M
LPL Financial LLC 0.00% Add +8.0% 49,340 $1.2M
JPMorgan Chase & Co. 0.00% Add +70.4% 48,004 $1.2M
Ameriprise Financial Inc. 0.00% Reduce -0.1% 46,011 $1.1M
Citadel Advisors 0.00% Reduce -48.5% 42,073 $1.0M
Cahill Financial Advisors Inc. 0.10% Reduce -2.1% 37,224 $927K
Moneywise, Inc. 0.37% New 35,815 $892K
Cerity Partners LLC 0.00% No change 34,462 $858K
Seek First Inc. 0.58% Add +1.7% 33,676 $839K
Coordinated Financial Services, Inc. 0.47% Add +20.2% 32,620 $812K
Orser Capital Management, LLC 0.45% New 31,930 $795K
Rockefeller Capital Management L.P. 0.00% New 31,008 $772K
Compound Planning, Inc. 0.02% Add +20.6% 28,436 $708K
Gilpin Wealth Management, LLC 0.49% — 24,875 $619K
Farther Finance Advisors, LLC 0.01% Reduce -2.0% 24,386 $607K
United Capital Financial Advisors, LLC 0.00% Reduce -11.9% 24,015 $598K
Roundview Capital LLC 0.04% Add +0.4% 23,834 $593K
Wedmont Private Capital 0.02% Add +1.1% 23,405 $583K
Osaic Holdings, Inc. 0.00% Add +39.5% 22,889 $570K
Napier Financial, LLC 0.14% — 22,706 $565K
Betterment LLC 0.00% Add +0.5% 21,739 $541K
Fortis Group Advisors, LLC 0.09% New 20,980 $524K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -50.0% 20,097 $500K
Lederer & Associates Investment Counsel 0.33% Add +0.9% 19,821 $494K
EverSource Wealth Advisors, LLC 0.02% Add +420.2% 19,189 $478K
CacheTech Inc. 0.08% New 18,340 $457K
Concurrent Investment Advisors, LLC 0.01% Add +35.3% 18,322 $456K
Client 1ST Advisory Group, LLC 0.14% No change 17,380 $433K
Charles Schwab Trust Co 0.03% Reduce -4.8% 17,138 $427K
Christensen, King & Associates Investment Services, Inc. 0.18% Reduce -0.7% 16,583 $413K
Bennett Selby Investments LP 0.13% Add +16.2% 15,650 $390K
Corient Private Wealth LP 0.00% New 15,199 $378K
Lodestone Wealth Management LLC 0.14% No change 13,870 $345K
Captrust Financial Advisors 0.00% Reduce -5.8% 12,935 $322K
FDx Advisors, Inc. 0.16% No change 12,926 $322K
Focus Financial Network, Inc. 0.01% Reduce -14.9% 12,466 $310K
Ascentis Independent Advisors 0.05% No change 11,488 $286K
Jane Street Group, LLC 0.00% New 11,427 $285K
Peapack Gladstone Financial Corp. 0.00% No change 11,220 $279K
Savvy Advisors, Inc. 0.01% Add +17.8% 11,168 $278K
Mayflower Financial Advisors, LLC 0.03% Add +6.2% 10,907 $272K
RCS Financial Planning, LLC 0.11% Reduce -7.3% 10,679 $266K
Beacon Pointe Advisors, LLC 0.00% No change 10,600 $264K
D.B. Root & Company, LLC 0.06% Add +9.6% 9,350 $233K
Northstar Advisory Group, LLC 0.08% New 9,343 $233K
Burling Wealth Partners, LLC 0.04% Reduce -2.1% 9,240 $230K
Integrated Wealth Concepts LLC 0.00% Reduce -94.7% 9,071 $226K
Commonwealth Equity Services, LLC 0.00% Reduce -3.5% 8,569 $213K
WorthPointe, LLC 0.06% New 8,532 $212K
Wbi Investments, LLC 0.05% Reduce -0.8% 8,368 $208K
Maridea Wealth Management LLC 0.03% Reduce -0.8% 8,368 $208K
Global Trust Asset Management, LLC 0.08% Add +33.3% 8,000 $199K
Wilmington Savings Fund Society, FSB 0.00% Add +25.0% 6,750 $168K
Parallel Advisors, LLC 0.00% No change 5,998 $149K
Harbour Investments, Inc. 0.00% Add +3.7% 5,360 $133K
Aptus Capital Advisors, LLC 0.00% Reduce -27.0% 4,061 $101K
VSM Wealth Advisory, LLC 0.02% No change 3,033 $76K
Howe & Rusling Inc. 0.00% New 2,686 $67K
Ancora Advisors LLC 0.00% No change 2,602 $65K
Creative Financial Designs Inc. 0.00% Reduce -78.2% 2,600 $65K
Strategic Wealth Partners, Ltd. 0.00% Add +2.4% 2,356 $59K
Comerica Bank 0.00% New 2,000 $50K
Flagship Harbor Advisors, LLC 0.00% New 1,918 $48K
CoreCap Advisors, LLC 0.00% No change 1,574 $39K
Morgan Stanley 0.00% Reduce -77.7% 1,483 $37K
Royal Bank of Canada 0.00% No change 1,452 $36K
AE Wealth Management LLC 0.00% No change 1,409 $35K
MAI Capital Management 0.00% Reduce -0.8% 1,338 $33K
Nalls Sherbakoff Group, LLC 0.02% No change 1,061 $26K
Geneos Wealth Management Inc. 0.00% No change 1,000 $25K
Piscataqua Savings Bank 0.01% New 711 $18K
Phillips Financial Management, LLC 0.00% No change 687 $17K
Woodside Wealth Management LLC 0.01% No change 510 $13K
CIBC Private Wealth Group LLC 0.00% Add +1.4% 425 $11K
Global Retirement Partners, LLC 0.00% Add +1.5% 409 $10K
Breakwater Investment Management 0.00% No change 406 $10K
Blueline Advisors LLC 0.01% — 400 $10K
Silicon Valley Capital Partners 0.00% Add +1.6% 375 $9K
FMR LLC 0.00% Reduce -14.9% 361 $9K
AlphaCore Capital LLC 0.00% No change 350 $9K
Franklin Resources Inc. 0.00% New 232 $6K
Cwm, LLC 0.00% No change 157 $4K
SageView Advisory Group, LLC 0.00% New 118 $3K
Jones Financial Companies LLLP 0.00% New 111 $3K
Assetmark, Inc. 0.00% No change 44 $1K
O'shaughnessy Asset Management, LLC 0.00% Add +500.0% 6 $149
Allworth Financial LP 0.00% No change 2 $53

"% 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.