Who owns Schwab 1-5 Year Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHJ from SEC Form 13F filings across 154 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 154 institutions disclosed 12.9M shares of Schwab 1-5 Year Corporate Bond ETF worth $317.4M — about 36.3% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
154
13F holders
$317.4M
value, 2026 filers
36.3%
of shares outstanding (12.9M sh)
38
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHJ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 1.6M | $38.4M | 0.0% | 4.4% | +303.4% |
| 2 | Hamrick Investment Counsel, llc | 746,160 | $18.4M | 12.2% | 2.1% | +0.5% |
| 3 | HARTLINE INVESTMENT CORP/ | 741,444 | $18.3M | 1.6% | 2.1% | +15.8% |
| 4 | ALLSTATE CORPNEW | 721,760 | $17.8M | 0.2% | 2% | new |
| 5 | Cetera Investment Advisers | 456,337 | $11.3M | 0.0% | 1.3% | +17.4% |
| 6 | Columbus Macro, LLC | 418,460 | $10.3M | 1.0% | 1.2% | +1.6% |
| 7 | White Wing Wealth Management | 417,474 | $10.3M | 5.4% | 1.2% | -10.6% |
| 8 | Sightline Wealth Advisors, LLC | 416,772 | $10.3M | 3.8% | 1.2% | +11.6% |
| 9 | LPL Financial LLC | 412,877 | $10.2M | 0.0% | 1.2% | +635.0% |
| 10 | Cape Investment Advisory, Inc. | 346,191 | $8.5M | 2.3% | 1% | +1.7% |
| 11 | SlateStone Wealth, LLC | 321,351 | $7.9M | 0.6% | 0.9% | +0.5% |
| 12 | BANK OF AMERICA CORP /DE/ | 305,331 | $7.5M | 0.0% | 0.9% | +6.1% |
| 13 | Meridian Wealth Management, LLC | 301,188 | $7.4M | 0.2% | 0.8% | +2.6% |
| 14 | MML INVESTORS SERVICES, LLCNEW | 272,850 | $6.7M | 0.0% | 0.8% | new |
| 15 | FF Advisors,LLC | 264,253 | $6.5M | 2.4% | 0.7% | +89.8% |
| 16 | Compass Financial Group, INC/SD | 244,346 | $6.0M | 0.7% | 0.7% | +13.3% |
| 17 | VAN STRUM & TOWNE INC. | 218,661 | $5.4M | 1.5% | 0.6% | +2.9% |
| 18 | Waverly Advisors, LLC | 205,206 | $5.1M | 0.0% | 0.6% | +8.9% |
| 19 | HighTower Advisors, LLC | 186,597 | $4.6M | 0.0% | 0.5% | -4.5% |
| 20 | WELLS FARGO & COMPANY/MN | 186,053 | $4.6M | 0.0% | 0.5% | +88920.6% |
| 21 | JPMORGAN CHASE & CO | 167,948 | $4.1M | 0.0% | 0.5% | +214.4% |
| 22 | Modera Wealth Management, LLC | 165,267 | $4.1M | 0.0% | 0.5% | -1.2% |
| 23 | GOLDMAN SACHS GROUP INCNEW | 162,493 | $4.0M | 0.0% | 0.5% | new |
| 24 | Kestra Advisory Services, LLC | 156,918 | $3.9M | 0.0% | 0.4% | -11.6% |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 154,856 | $3.8M | 0.0% | 0.4% | -3.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.