Free Trial
→ Do this Before Elon’s Reveal on January 22nd (From Brownstone Research) (Ad) Free SCHJ Stock Alerts

Schwab 1-5 Year Corporate Bond ETF (SCHJ) Institutional Ownership

Schwab 1-5 Year Corporate Bond ETF logo
$24.37 -0.10 (-0.41%)
(As of 05:12 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$34.31M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$6.63M
Get SCHJ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab 1-5 Year Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCHJ Institutional Buying and Selling by Quarter

Schwab 1-5 Year Corporate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.72,148$3.58M0.1%-1.0%0.864%
12/2/2024 Capasso Planning Partners LLC29,589$1.47M0.4%-30.2%0.354%
11/26/2024 Peapack Gladstone Financial Corp5,610$278K0.0%N/A0.067%
11/25/2024 Wilmington Savings Fund Society FSB2,700$134K0.0%N/A0.032%
11/25/2024 Sanctuary Advisors LLC67,937$3.37M0.0%+182.3%0.814%
11/15/2024 Jane Street Group LLC25,371$1.26M0.0%-67.5%0.304%
11/15/2024 Integrated Wealth Concepts LLC67,433$3.35M0.0%+11.4%0.808%
11/15/2024 HighTower Advisors LLC81,161$4.03M0.0%-3.6%0.972%
11/14/2024 Flow Traders U.S. LLC31,796$1.58M0.1%N/A0.381%
11/12/2024 Kingsview Wealth Management LLC8,134$404K0.0%-18.0%0.097%
11/12/2024 Meridian Wealth Management LLC146,296$7.26M0.4%N/A1.752%
11/8/2024 King Luther Capital Management Corp4,545$225K0.0%-80.7%0.054%
11/4/2024 Mayflower Financial Advisors LLC4,689$233K0.0%N/A0.056%
11/1/2024 Financial Strategies Group Inc.22,616$1.12M0.2%+97.3%0.271%
10/29/2024 Farther Finance Advisors LLC6,553$325K0.0%+29.6%0.078%
10/28/2024 Creative Financial Designs Inc. ADV5,765$286K0.0%-32.1%0.069%
10/28/2024 Rosenberg Matthew Hamilton55,550$2.76M0.7%-0.9%0.665%
10/25/2024 Mutual Advisors LLC58,990$2.93M0.1%+96.4%0.706%
10/25/2024 Valmark Advisers Inc.22,452$1.11M0.0%-4.9%0.269%
10/24/2024 Modera Wealth Management LLC106,669$5.29M0.1%-1.4%1.277%
10/24/2024 Wealth Enhancement Advisory Services LLC8,586$426K0.0%+11.9%0.103%
10/21/2024 Foundations Investment Advisors LLC36,834$1.83M0.0%+72.3%0.441%
10/19/2024Columbus Macro LLC192,677$9.56M3.4%+29.1%2.308%
10/19/2024Pure Portfolios Holdings LLC53,235$2.64M1.0%N/A0.638%
10/16/2024 Crescent Sterling Ltd.4,081$202K0.2%-34.8%0.049%
10/11/2024 Creative Planning10,698$531K0.0%+4.5%0.128%
10/11/2024 Stonekeep Investments LLC16,350$811K0.6%+2.7%0.196%
10/9/2024 Stephens Group Asset Management LLC6,268$311K0.0%N/A0.075%
10/9/2024 TAP Consulting LLC164,357$8.15M1.6%+5.6%1.968%
10/9/2024 Charles Schwab Trust Co34,823$1.73M0.1%+21.5%0.417%
10/8/2024 Brookstone Capital Management7,863$390K0.0%-43.7%0.094%
10/8/2024 Atomi Financial Group Inc.11,844$588K0.0%-6.3%0.142%
10/8/2024 White Wing Wealth Management141,152$7.00M5.4%+3.6%1.690%
10/3/2024 Private Client Services LLC4,168$207K0.1%N/A0.050%
10/2/2024 Kades & Cheifetz LLC86,099$4.27M2.4%+3.2%1.031%
9/23/2024 Centaurus Financial Inc.2,094$101K0.0%N/A0.025%
9/10/2024 Cannon Financial Strategists Inc.27,078$1.31M0.2%N/A0.324%
9/5/2024 Sanctuary Advisors LLC24,068$1.15M0.0%N/A0.288%
8/22/2024 Cetera Investment Advisers164,479$7.94M0.0%-1.9%1.970%
8/19/2024 B. Riley Wealth Advisors Inc.72,874$3.52M0.1%+11.9%0.873%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.

>> Register for the Workshop Now
8/16/2024 Creative Planning10,237$494K0.0%+23.8%0.123%
8/8/2024 Envestnet Asset Management Inc.185,266$8.95M0.0%+0.6%2.219%
8/8/2024Client 1ST Advisory Group LLC18,483$892K0.4%-2.8%0.221%
8/7/2024 Cahill Financial Advisors Inc.25,218$1.22M0.2%+2.2%0.302%
8/6/2024 Stonekeep Investments LLC15,915$768K0.6%N/A0.191%
8/6/2024 TAP Consulting LLC155,617$7.51M1.6%+9.2%1.864%
8/6/2024 Clearwater Capital Advisors LLC19,424$938K0.1%+13.5%0.233%
8/2/2024 Foundations Investment Advisors LLC21,377$1.03M0.0%+57.1%0.256%
8/2/2024 Lederer & Associates Investment Counsel CA12,216$590K0.4%-3.9%0.146%
8/2/2024 Jackson Creek Investment Advisors LLC35,312$1.71M0.6%+27.6%0.423%
8/1/2024 White Wing Wealth Management136,208$6.58M5.3%+60.1%1.631%
8/1/2024 Valmark Advisers Inc.23,620$1.14M0.0%-4.1%0.283%
7/31/2024 Farther Finance Advisors LLC5,056$243K0.0%-8.3%0.061%
7/31/2024Commonwealth Equity Services LLC10,927$528K0.0%+4.7%0.131%
7/29/2024 Modera Wealth Management LLC108,135$5.22M0.1%-2.6%1.295%
7/27/2024 Rosenberg Matthew Hamilton56,038$2.70M0.8%+1.9%0.671%
7/26/2024 Cambridge Investment Research Advisors Inc.49,004$2.37M0.0%+35.3%0.587%
7/26/2024 Atomi Financial Group Inc.12,647$611K0.0%-5.9%0.151%
7/26/2024 AlphaStar Capital Management LLC68,284$3.30M0.3%+6.6%0.818%
7/26/2024 Van Strum & Towne Inc.46,360$2.24M0.8%+10.3%0.555%
7/23/2024Essex LLC64,395$3.11M0.7%-1.5%0.771%
7/18/2024 Brookstone Capital Management13,958$679K0.0%-45.4%0.167%
7/16/2024 Wealth Enhancement Advisory Services LLC7,671$370K0.0%+41.2%0.092%
7/12/2024Columbus Macro LLC149,301$7.21M2.8%-2.0%1.788%
7/10/2024 Compass Financial Group INC SD30,172$1.46M0.3%+28.9%0.361%
5/24/2024Cetera Advisors LLC106,247$5.14M0.0%+2,014.4%1.272%
5/24/2024 Cetera Investment Advisers167,667$8.10M0.0%+46.3%2.008%
5/16/2024 B. Riley Wealth Advisors Inc.65,128$3.06M0.1%-4.5%0.785%
5/14/2024 Axxcess Wealth Management LLC8,257$399K0.0%-7.5%0.099%
5/9/2024 Clearwater Capital Advisors LLC17,119$827K0.1%+1.3%0.206%
5/7/2024 Atomi Financial Group Inc.13,436$649K0.1%-8.8%0.162%
5/6/2024 Kades & Cheifetz LLC84,190$4.07M2.6%+13.0%1.014%
5/4/2024Essex LLC65,375$3.16M0.7%+0.6%0.788%
5/3/2024 FDx Advisors Inc.5,940$287K0.0%+23.3%0.072%
4/30/2024 Perigon Wealth Management LLC6,122$296K0.0%N/A0.074%
4/29/2024 Lederer & Associates Investment Counsel CA12,713$614K0.4%+1.7%0.153%
4/25/2024 Cambridge Investment Research Advisors Inc.36,231$1.75M0.0%+25.0%0.437%
4/23/2024 TAP Consulting LLC142,471$6.89M1.5%+64.1%1.717%
4/23/2024 Crescent Sterling Ltd.8,618$417K0.4%+4.0%0.104%
4/17/2024 White Wing Wealth Management85,051$4.09M3.4%N/A1.025%
4/16/2024Capital Asset Advisory Services LLC8,257$397K0.0%-7.5%0.099%
4/15/2024 Brookstone Capital Management25,545$1.24M0.0%-19.5%0.308%
4/13/2024Columbus Macro LLC152,343$7.36M2.8%+40.6%1.835%
4/12/2024 Charles Schwab Trust Co28,848$1.39M0.1%+18.9%0.348%
4/12/2024 Worth Asset Management LLC5,598$271K0.2%-39.1%0.067%
4/10/2024 Compass Financial Group INC SD23,402$1.13M0.3%+25.7%0.296%
3/15/2024 B. Riley Wealth Advisors Inc.68,198$3.30M0.1%+4.7%0.863%
2/26/2024 Centaurus Financial Inc.2,094$101K0.0%N/A0.027%
2/13/2024Client 1ST Advisory Group LLC21,199$1.03M0.5%-23.8%0.268%
2/12/2024Focus Financial Network Inc. ADV7,347$355K0.0%N/A0.093%
Uncover the Top Gold Stock of the Bull Market (Ad)

Gold Stocks Are Surging—Is West Red Lake Gold Mines Your Next Profit Play?

Click here to see how this opportunity could transform your portfolio.
2/12/2024 Parallel Advisors LLC3,940$191K0.0%N/A0.050%
2/12/2024 Cape Investment Advisory Inc.5,257$254K0.1%+46.8%0.067%
2/9/2024 Cambridge Investment Research Advisors Inc.28,979$1.40M0.0%+41.5%0.367%
2/9/2024 King Luther Capital Management Corp23,545$1.14M0.0%-2.2%0.298%
2/8/2024 Greenup Street Wealth Management LLC95,459$4.62M1.3%+1,998.0%1.208%
2/8/2024 Kingsview Wealth Management LLC11,303$547K0.0%-4.8%0.143%
2/8/2024 Meridian Wealth Management LLC44,298$2.14M0.1%N/A0.561%
2/7/2024 Avantax Advisory Services Inc.6,754$327K0.0%+19.1%0.085%
2/7/2024 AlphaStar Capital Management LLC55,899$2.70M0.3%+9.1%0.708%
2/7/2024 Clearwater Capital Advisors LLC16,900$818K0.1%N/A0.214%
(Data available from 1/1/2016 forward)

SCHJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHJ shares?

During the previous two years, 93 institutional investors and hedge funds held shares of Schwab 1-5 Year Corporate Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($100.62M), Columbus Macro LLC ($9.56M), Envestnet Asset Management Inc. ($8.95M), TAP Consulting LLC ($8.15M), Cetera Investment Advisers ($7.94M), Meridian Wealth Management LLC ($7.26M), and White Wing Wealth Management ($7.00M).Learn more on SCHJ's institutional investors.

Which institutional investors have been buying Schwab 1-5 Year Corporate Bond ETF stock?

Of the 77 institutional investors that purchased Schwab 1-5 Year Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Columbus Macro LLC ($215.72K), Meridian Wealth Management LLC ($190.59K), RFP Financial Group LLC ($181.33K), White Wing Wealth Management ($141.15K), Cetera Advisors LLC ($101.22K), Modera Wealth Management LLC ($98.81K), and Greenup Street Wealth Management LLC ($95.46K).

How much institutional buying is happening at Schwab 1-5 Year Corporate Bond ETF?

Institutional investors have bought a total of 2,309,670 shares in the last 24 months. This purchase volume represents approximately $55.49M in transactions.

Which Schwab 1-5 Year Corporate Bond ETF major shareholders have been selling company stock?

Of the 48 institutional investors that sold Schwab 1-5 Year Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFP Financial Group LLC ($179.47K), TAP Consulting LLC ($109.82K), Atria Wealth Solutions Inc. ($102.70K), Jane Street Group LLC ($52.63K), Roundview Capital LLC ($39.85K), Client 1ST Advisory Group LLC ($36.72K), and Kaizen Financial Strategies ($34.15K).

How much institutional selling is happening at Schwab 1-5 Year Corporate Bond ETF?

Institutional investors have sold a total of 798,012 shares in the last 24 months. This volume of shares sold represents approximately $19.06M in transactions.


Related Companies

This page (NYSEARCA:SCHJ) was last updated on 12/18/2024 by MarketBeat.com Staff
From Our Partners
Uncover the Top Gold Stock of the Bull Market
Gold Stocks Are Surging—Is West Red Lake Gold Mines Your Next Profit Play?
Huge Alerts | Sponsored
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong
Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is ...
Brownstone Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you k...
Crypto Swap Profits | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Please don’t take this warning lightly…
Something huge is about to hit the stock market. Wall St. legend Louis Navellier calls it: "The most signif...
InvestorPlace | Sponsored
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...
Banyan Hill Publishing | Sponsored
AI breakthrough about to upend industry
Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the m...
Porter & Company | Sponsored