Who owns Schwab 1-5 Year Corporate Bond ETF?
Institutional ownership of SCHJ from SEC Form 13F filings across 104 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.
104
13F holders
$179.4M
value, 2026 filers
22%
of shares outstanding (7.8M sh)
26
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 | Cetera Investment Advisers | 456,337 | $11.3M | 0.0% | 1.3% | +17.4% |
| 3 | White Wing Wealth Management | 417,474 | $10.3M | 5.4% | 1.2% | -10.6% |
| 4 | LPL Financial LLC | 412,877 | $10.2M | 0.0% | 1.2% | +635.0% |
| 5 | Cape Investment Advisory, Inc. | 346,191 | $8.5M | 2.3% | 1% | +1.7% |
| 6 | SlateStone Wealth, LLC | 321,351 | $7,925 | 0.6% | 0.9% | +0.5% |
| 7 | BANK OF AMERICA CORP /DE/ | 305,331 | $7.5M | 0.0% | 0.9% | +6.1% |
| 8 | Meridian Wealth Management, LLC | 301,188 | $7.4M | 0.2% | 0.8% | +2.6% |
| 9 | MML INVESTORS SERVICES, LLCNEW | 272,850 | $6.7M | 0.0% | 0.8% | new |
| 10 | Waverly Advisors, LLC | 205,206 | $5.1M | 0.0% | 0.6% | +8.9% |
| 11 | HighTower Advisors, LLC | 186,597 | $4.6M | 0.0% | 0.5% | -4.5% |
| 12 | WELLS FARGO & COMPANY/MN | 186,053 | $4.6M | 0.0% | 0.5% | +88920.6% |
| 13 | JPMORGAN CHASE & CO | 167,948 | $4.1M | 0.0% | 0.5% | +214.4% |
| 14 | GOLDMAN SACHS GROUP INCNEW | 162,493 | $4.0M | 0.0% | 0.5% | new |
| 15 | Kestra Advisory Services, LLC | 156,918 | $3.9M | 0.0% | 0.4% | -11.6% |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 154,856 | $3.8M | 0.0% | 0.4% | -3.7% |
| 17 | MFG WEALTH MANAGEMENT, INC. | 124,377 | $3.1M | 2.2% | 0.4% | +2.9% |
| 18 | Summit Financial, LLC | 123,402 | $3.0M | 0.0% | 0.3% | +7.3% |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | 113,223 | $2.8M | 0.0% | 0.3% | -9.1% |
| 20 | Sanctuary Advisors, LLC | 111,130 | $2.7M | 0.0% | 0.3% | +36.8% |
| 21 | PARK AVENUE SECURITIES LLCNEW | 95,218 | $2,348 | 0.0% | 0.3% | new |
| 22 | Creative Planning | 84,322 | $2.1M | 0.0% | 0.2% | +9.2% |
| 23 | Foundations Investment Advisors, LLC | 83,507 | $2.1M | 0.0% | 0.2% | +7.7% |
| 24 | Rosenberg Matthew Hamilton | 78,990 | $1.9M | 0.4% | 0.2% | -0.2% |
| 25 | Rossby Financial, LCC | 78,377 | $1.9M | 0.4% | 0.2% | +24.3% |
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.