Schwab 1-5 YR Corp. BND ETFSCHJETF

13F holders, Q2 2026 (June 30)
154holders +27
34new positions
7sold out
$24.66avg. 13F price*

At the end of Q2 2026, 154 institutions reported holding Schwab 1-5 YR Corp. BND ETF (SCHJ) in their 13F filings, up 27 from Q1 2026. 34 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($38.4M), Hamrick Investment Counsel, llc ($18.4M) and Hartline Investment Corp./ ($18.3M).

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions34$39.6M
Exits7$3.9M

All 13F filers, Q1 2026 → Q2 2026: 4,131,827 shares bought and 452,680 shares sold, net +3,679,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 154 holders

Envestnet Asset Management Inc. 0.01% Add +303.4% 1,557,816 $38.4M
Hamrick Investment Counsel, llc 12.20% Add +0.5% 746,160 $18.4M
Hartline Investment Corp./ 1.59% Add +15.8% 741,444 $18.3M
Allstate Corp. 0.18% New 721,760 $17.8M
Cetera Investment Advisers 0.01% Add +17.4% 456,337 $11.3M
Columbus Macro, LLC 1.00% Add +1.6% 418,460 $10.3M
White Wing Wealth Management 5.37% Reduce -10.6% 417,474 $10.3M
Sightline Wealth Advisors, LLC 3.76% Add +11.6% 416,772 $10.3M
LPL Financial LLC 0.00% Add +635.0% 412,877 $10.2M
Cape Investment Advisory, Inc. 2.28% Add +1.8% 346,191 $8.5M
SlateStone Wealth, LLC 0.61% Add +0.5% 321,351 $7.9M
Bank of America Corp. 0.00% Add +6.1% 305,331 $7.5M
Meridian Wealth Management, LLC 0.23% Add +2.6% 301,188 $7.4M
MML Investors Services, LLC 0.01% New 272,850 $6.7M
FF Advisors,LLC 2.44% Add +89.8% 264,253 $6.5M
Compass Financial Group, INC 0.69% Add +13.3% 244,346 $6.0M
Van Strum & Towne Inc. 1.47% Add +2.9% 218,661 $5.4M
Waverly Advisors, LLC 0.03% Add +8.9% 205,206 $5.1M
HighTower Advisors, LLC 0.00% Reduce -4.5% 186,597 $4.6M
Wells Fargo & Company 0.00% Add +88920.6% 186,053 $4.6M
JPMorgan Chase & Co. 0.00% Add +214.4% 167,948 $4.1M
Modera Wealth Management, LLC 0.04% Reduce -1.2% 165,267 $4.1M
Goldman Sachs Group Inc. 0.00% New 162,493 $4.0M
Kestra Advisory Services, LLC 0.01% Reduce -11.6% 156,918 $3.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.7% 154,856 $3.8M
Yanni & Associates Investment Advisors, LLC 3.32% Add +1.6% 145,694 $3.6M
White & Co Financial Planning Inc 2.16% Add +17.2% 141,293 $3.5M
MFG Wealth Management, Inc. 2.19% Add +2.9% 124,377 $3.1M
Summit Financial, LLC 0.03% Add +7.3% 123,402 $3.0M
Mercer Global Advisors Inc. 0.00% Reduce -9.1% 113,223 $2.8M
Sanctuary Advisors, LLC 0.01% Add +36.8% 111,130 $2.7M
Park Avenue Securities LLC 0.01% New 95,218 $2.3M
Layline Advisors, LLC 1.99% Add +21.4% 89,830 $2.2M
Creative Planning 0.00% Add +9.2% 84,322 $2.1M
Foundations Investment Advisors, LLC 0.02% Add +7.7% 83,507 $2.1M
Moneywise, Inc. 0.76% Add +34.5% 82,313 $2.0M
Brand Asset Management Group, Inc. 0.43% Reduce -4.3% 79,747 $2.0M
Rosenberg Matthew Hamilton 0.36% Reduce -0.2% 78,990 $1.9M
Rossby Financial, LCC 0.35% Add +24.3% 78,377 $1.9M
First Financial Group Corp 1.25% Reduce -4.0% 70,070 $1.7M
Altiora Financial Group, LLC 0.27% No change 69,420 $1.7M
Essex LLC 0.26% Reduce -3.4% 69,134 $1.7M
Mariner, LLC 0.00% Reduce -22.7% 68,658 $1.7M
Thrivent Financial for Lutherans 0.00% New 67,476 $1.7M
Valmark Advisers, Inc. 0.02% Add +5.9% 59,930 $1.5M
Mutual Advisors, LLC 0.03% Add +0.7% 56,710 $1.4M
Monetary Solutions, Ltd 1.10% Add +0.1% 51,630 $1.3M
Ameriprise Financial Inc. 0.00% Add +8.6% 51,397 $1.3M
Cannon Financial Strategists, Inc. 0.13% Reduce -13.5% 47,552 $1.2M
Gilpin Wealth Management, LLC 0.72% Add +54.1% 41,925 $1.0M
IMA Advisory Services, Inc. 0.06% New 41,048 $1.0M
Calamos Advisors LLC 0.00% Reduce -12.5% 38,140 $941K
Compound Planning, Inc. 0.02% Add +25.9% 36,619 $903K
Cahill Financial Advisors Inc. 0.08% Reduce -0.1% 35,453 $874K
Napier Financial, LLC 0.18% Add +26.2% 34,740 $857K
Clearwater Capital Advisors, LLC 0.06% Add +24.0% 34,477 $850K
Cerity Partners LLC 0.00% No change 34,466 $850K
Seek First Inc. 0.53% Add +1.1% 34,109 $841K
Villere St Denis J & Co. LLC 0.10% New 33,711 $831K
Farther Finance Advisors, LLC 0.01% Reduce -7.0% 31,769 $783K
Jane Street Group, LLC 0.00% Reduce -83.4% 26,743 $659K
Sequoia Financial Advisors, LLC 0.00% New 26,246 $647K
Osaic Holdings, Inc. 0.00% Add +17.7% 24,538 $605K
United Capital Financial Advisors, LLC 0.00% No change 24,036 $592K
Roundview Capital LLC 0.03% No change 23,676 $584K
Cambridge Investment Research Advisors, Inc. 0.00% Add +26.7% 23,574 $581K
EverSource Wealth Advisors, LLC 0.02% Reduce -0.3% 22,675 $559K
Raymond James Financial Inc. 0.00% New 22,462 $554K
Royal Bank of Canada 0.00% Add +1874.8% 21,663 $535K
Morgan Stanley 0.00% Add +1342.0% 21,529 $531K
Envestnet Portfolio Solutions, Inc. 0.00% New 21,494 $530K
Focus Partners Advisor Solutions, LLC 0.00% Add +11.1% 20,993 $518K
RCS Financial Planning, LLC 0.23% Add +4.4% 20,083 $495K
Fortis Group Advisors, LLC 0.08% Reduce -6.3% 19,650 $485K
Lederer & Associates Investment Counsel 0.32% Reduce -1.8% 19,604 $483K
Steele Capital Management, Inc. 0.02% Add +11.3% 19,214 $474K
Integrated Wealth Concepts LLC 0.00% Add +73.1% 19,002 $469K
Charles Schwab Trust Co 0.03% Reduce -8.9% 18,804 $464K
Christensen, King & Associates Investment Services, Inc. 0.18% Reduce -5.9% 18,203 $449K
WBH Advisory Inc. 0.03% New 17,411 $429K
Client 1ST Advisory Group, LLC 0.12% No change 17,380 $429K
Rockefeller Capital Management L.P. 0.00% Reduce -33.7% 16,438 $405K
Commonwealth Equity Services, LLC 0.00% Add +7.6% 15,669 $386K
Bennett Selby Investments LP 0.12% Reduce -3.9% 15,618 $385K
Captrust Financial Advisors 0.00% Add +7.3% 15,190 $375K
Savvy Advisors, Inc. 0.01% Add +15.5% 14,481 $357K
Concurrent Investment Advisors, LLC 0.00% Reduce -13.1% 13,995 $345K
Lodestone Wealth Management LLC 0.12% No change 13,870 $342K
NorthRock Partners, LLC 0.00% New 13,695 $338K
Susquehanna International Group, LLP 0.00% New 13,583 $335K
Cary Street Partners Financial LLC 0.01% New 13,075 $322K
FDx Advisors, Inc. 0.10% Reduce -0.6% 13,010 $321K
Team Financial Group, LLC 0.13% Add +131.7% 12,806 $316K
SouthState Bank Corp 0.01% Add +48.0% 12,515 $309K
D.B. Root & Company, LLC 0.06% Reduce -10.3% 12,255 $302K
Mayflower Financial Advisors, LLC 0.03% Add +0.1% 11,981 $295K
World Investment Advisors 0.00% New 11,505 $284K
Focus Financial Network, Inc. 0.01% Add +0.8% 11,472 $283K
Peapack Gladstone Financial Corp. 0.00% No change 11,220 $277K
Beacon Pointe Advisors, LLC 0.00% No change 10,776 $266K
Valtinson Bruner Financial Planning LLC 0.06% New 9,968 $246K
Amara Financial, Llc. 0.14% Add +2.8% 9,472 $234K
Northstar Advisory Group, LLC 0.07% No change 9,343 $230K
Oppenheimer & Co. Inc. 0.00% New 9,321 $230K
Burling Wealth Partners, LLC 0.03% No change 9,240 $228K
Brookstone Capital Management 0.00% New 9,165 $226K
Kovack Advisors, Inc. 0.01% No change 8,882 $218K
Kwmg, LLC 0.02% New 8,693 $214K
Global Trust Asset Management, LLC 0.07% Add +21.4% 8,500 $210K
Worth Asset Management, LLC 0.07% New 8,395 $207K
Abacus Wealth Partners, LLC 0.02% New 8,157 $201K
Fifth Third Bancorp 0.00% Add +250.0% 7,000 $173K
Wilmington Savings Fund Society, FSB 0.00% No change 6,750 $166K
FMR LLC 0.00% Add +29.5% 6,470 $160K
Institute for Wealth Management, LLC. 0.01% New 6,280 $155K
Parallel Advisors, LLC 0.00% No change 5,998 $148K
Harbour Investments, Inc. 0.00% Reduce -8.9% 5,058 $125K
Aptus Capital Advisors, LLC 0.00% Add +13.3% 4,599 $113K
IFP Advisors, Inc 0.00% Add +454.5% 4,436 $109K
Northwestern Mutual Wealth Management Co. 0.00% New 3,051 $75K
Howe & Rusling Inc. 0.00% No change 2,686 $66K
Ancora Advisors LLC 0.00% No change 2,602 $64K
Creative Financial Designs Inc. 0.00% No change 2,600 $64K
Transamerica Financial Advisors, LLC 0.00% New 2,027 $50K
VSM Wealth Advisory, LLC 0.01% No change 1,964 $48K
Larson Financial Group LLC 0.00% New 1,622 $40K
CoreCap Advisors, LLC 0.00% No change 1,574 $39K
Cassaday & Co Wealth Management LLC 0.00% No change 1,574 $39K
Strategic Wealth Partners, Ltd. 0.00% No change 1,456 $36K
Fairscale Capital, LLC 0.02% No change 1,449 $36K
Fiduciary Financial Advisors 0.00% New 1,400 $35K
Hamilton Point Investment Advisors, LLC 0.00% New 1,380 $34K
PNC Financial Services Group, Inc. 0.00% New 1,074 $26K
Blue Trust, Inc. 0.00% New 1,005 $25K
Geneos Wealth Management Inc. 0.00% No change 1,000 $25K
MidFirst Bank 0.00% No change 925 $23K
Nalls Sherbakoff Group, LLC 0.01% Reduce -46.8% 832 $21K
IFG Advisory, LLC 0.00% New 824 $20K
Piscataqua Savings Bank 0.01% No change 711 $18K
Global Retirement Partners, LLC 0.00% — 417 $10K
Breakwater Investment Management 0.00% No change 406 $10K
AE Wealth Management LLC 0.00% Reduce -71.6% 400 $10K
Anchor Investment Management, LLC 0.00% New 384 $9K
Silicon Valley Capital Partners 0.00% Add +1.1% 382 $9K
Blueline Advisors LLC 0.01% No change 300 $7K
BlackRock, Inc. 0.00% New 274 $7K
Franklin Resources Inc. 0.00% No change 232 $6K
Compass Financial Management LLC 0.00% — 229 $6K
LifeSteps Financial, Inc. 0.00% New 200 $5K
Phillips Financial Management, LLC 0.00% Reduce -72.5% 189 $5K
Assetmark, Inc. 0.00% Reduce -18.4% 62 $2K
Signature Equity Partners, LLC 0.00% New 18 $444
O'shaughnessy Asset Management, LLC 0.00% No change 6 $148
Allworth Financial LP 0.00% No change 2 $54

"% 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.