Schwab 1-5 YR Corp. BND ETFSCHJETF
13F holders, Q1 2026 (March 31)127holders
15new positions
12sold out
$24.72avg. 13F price*
At the end of Q1 2026, 127 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings, unchanged from Q4 2025. 15 opened new positions and 12 sold out. The largest holders were Hamrick Investment Counsel, llc ($18.4M), Hartline Investment Corp./ ($15.8M) and White Wing Wealth Management ($11.5M).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.2M |
| Exits | 12 | $4.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,287,699 shares bought and 793,967 shares sold, net +493,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Hamrick Investment Counsel, llc | 10.17% | Add +11.5% | 742,523 | $18.4M |
| Hartline Investment Corp./ | 1.74% | Add +10.9% | 640,325 | $15.8M |
| White Wing Wealth Management | 6.93% | Add +9.4% | 466,818 | $11.5M |
| Columbus Macro, LLC | 1.09% | Reduce -7.7% | 411,963 | $10.2M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 388,794 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 386,207 | $9.5M |
| Sightline Wealth Advisors, LLC | 3.91% | Add +49.3% | 373,536 | $9.2M |
| Cape Investment Advisory, Inc. | 2.80% | Add +4.9% | 340,246 | $8.4M |
| SlateStone Wealth, LLC | 0.65% | Reduce -6.5% | 319,788 | $7.9M |
| Meridian Wealth Management, LLC | 0.26% | Reduce -0.3% | 293,635 | $7.3M |
| Bank of America Corp. | 0.00% | Add +3.7% | 287,702 | $7.1M |
| Compass Financial Group, INC | 0.75% | Add +28.5% | 215,750 | $5.3M |
| Van Strum & Towne Inc. | 1.53% | Add +19.5% | 212,550 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +5.0% | 195,302 | $4.8M |
| Waverly Advisors, LLC | 0.04% | New | 188,438 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -8.7% | 177,494 | $4.4M |
| Modera Wealth Management, LLC | 0.05% | Reduce -20.6% | 167,321 | $4.1M |
| Jane Street Group, LLC | 0.00% | Add +1307.8% | 160,872 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -51.5% | 160,822 | $4.0M |
| Yanni & Associates Investment Advisors, LLC | 3.68% | Add +110.9% | 143,400 | $3.5M |
| FF Advisors,LLC | 1.40% | New | 139,195 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.8% | 124,597 | $3.1M |
| MFG Wealth Management, Inc. | 2.48% | Add +1.1% | 120,914 | $3.0M |
| White & Co Financial Planning Inc | 2.10% | Add +11.9% | 120,518 | $3.0M |
| Summit Financial, LLC | 0.04% | Reduce -48.6% | 115,048 | $2.8M |
| Mariner, LLC | 0.00% | Add +9.6% | 88,776 | $2.2M |
| Brand Asset Management Group, Inc. | 0.54% | Reduce -0.9% | 83,313 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.1% | 81,240 | $2.0M |
| Rosenberg Matthew Hamilton | 0.40% | Reduce -0.7% | 79,121 | $2.0M |
| Victrix Investment Advisors | 0.70% | Add +9.1% | 78,322 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -34.3% | 77,546 | $1.9M |
| Creative Planning | 0.00% | Add +47.6% | 77,216 | $1.9M |
| Layline Advisors, LLC | 2.05% | — | 73,993 | $1.8M |
| First Financial Group Corp | 1.47% | Add +24.0% | 73,010 | $1.8M |
| Essex LLC | 0.31% | Reduce -17.1% | 71,571 | $1.8M |
| Altiora Financial Group, LLC | 0.28% | No change | 69,420 | $1.7M |
| Rossby Financial, LCC | 0.32% | New | 63,050 | $1.6M |
| Moneywise, Inc. | 0.66% | Add +70.8% | 61,181 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +4.5% | 56,583 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Add +6.5% | 56,341 | $1.4M |
| LPL Financial LLC | 0.00% | Add +13.8% | 56,171 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.18% | Add +0.8% | 54,958 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +11.3% | 53,419 | $1.3M |
| Monetary Solutions, Ltd | 1.23% | Add +0.1% | 51,586 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +2.8% | 47,313 | $1.2M |
| Calamos Advisors LLC | 0.01% | Reduce -23.8% | 43,588 | $1.1M |
| Coordinated Financial Services, Inc. | 0.53% | Add +13.1% | 36,893 | $912K |
| Cahill Financial Advisors Inc. | 0.09% | Reduce -4.7% | 35,478 | $877K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 34,466 | $852K |
| Farther Finance Advisors, LLC | 0.01% | Add +40.1% | 34,177 | $842K |
| Seek First Inc. | 0.59% | Add +0.2% | 33,733 | $834K |
| Compound Planning, Inc. | 0.02% | Add +2.3% | 29,097 | $719K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -60.0% | 27,800 | $687K |
| Napier Financial, LLC | 0.16% | Add +21.2% | 27,525 | $681K |
| Gilpin Wealth Management, LLC | 0.53% | Add +9.3% | 27,200 | $673K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.1% | 24,789 | $613K |
| Ascentis Independent Advisors | 0.05% | Add +111.3% | 24,279 | $600K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.1% | 24,036 | $594K |
| Roundview Capital LLC | 0.04% | Reduce -0.7% | 23,676 | $585K |
| Wedmont Private Capital | 0.02% | Add +1.1% | 23,674 | $585K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +18.6% | 22,749 | $562K |
| Fortis Group Advisors, LLC | 0.09% | No change | 20,980 | $519K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.9% | 20,854 | $516K |
| Charles Schwab Trust Co | 0.03% | Add +20.5% | 20,651 | $511K |
| Lederer & Associates Investment Counsel | 0.35% | Add +0.8% | 19,971 | $494K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | Add +16.7% | 19,349 | $478K |
| RCS Financial Planning, LLC | 0.25% | Add +80.2% | 19,241 | $476K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -6.0% | 18,888 | $467K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -68.9% | 18,607 | $460K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 17,380 | $430K |
| Steele Capital Management, Inc. | 0.02% | New | 17,264 | $427K |
| Bennett Selby Investments LP | 0.14% | Add +3.9% | 16,253 | $402K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -12.1% | 16,097 | $398K |
| Corient Private Wealth LP | 0.00% | Add +0.6% | 15,293 | $378K |
| Commonwealth Equity Services, LLC | 0.00% | Add +69.9% | 14,558 | $360K |
| Captrust Financial Advisors | 0.00% | Add +9.5% | 14,159 | $350K |
| Lodestone Wealth Management LLC | 0.14% | No change | 13,870 | $343K |
| D.B. Root & Company, LLC | 0.08% | Add +46.2% | 13,669 | $338K |
| FDx Advisors, Inc. | 0.10% | Add +1.3% | 13,092 | $324K |
| Savvy Advisors, Inc. | 0.01% | Add +12.3% | 12,539 | $310K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +9.7% | 11,963 | $296K |
| Focus Financial Network, Inc. | 0.01% | Reduce -8.7% | 11,379 | $281K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 11,220 | $277K |
| Integrated Wealth Concepts LLC | 0.00% | Add +21.0% | 10,975 | $271K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.7% | 10,776 | $266K |
| Northstar Advisory Group, LLC | 0.09% | No change | 9,343 | $231K |
| Burling Wealth Partners, LLC | 0.04% | No change | 9,240 | $228K |
| Amara Financial, Llc. | 0.16% | New | 9,213 | $228K |
| Betterment LLC | 0.00% | Reduce -58.4% | 9,040 | $224K |
| Kovack Advisors, Inc. | 0.01% | New | 8,882 | $219K |
| SouthState Bank Corp | 0.01% | New | 8,457 | $209K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -12.5% | 7,000 | $173K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,750 | $167K |
| Parallel Advisors, LLC | 0.00% | No change | 5,998 | $148K |
| Harbour Investments, Inc. | 0.00% | Add +3.6% | 5,553 | $137K |
| Team Financial Group, LLC | 0.06% | New | 5,526 | $137K |
| FMR LLC | 0.00% | Add +1283.9% | 4,996 | $124K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,061 | $100K |
| JDM Financial Group LLC | 0.04% | New | 4,012 | $99K |
| Howe & Rusling Inc. | 0.00% | No change | 2,686 | $66K |
"% 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.