SCHWAB 1-5 YR CORP BND ETF (SCHJ) Institutional Ownership Changes & 13F Activity

SCHWAB 1-5 YR CORP BND ETF (SCHJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allstate Corp, Wells Fargo & Company/Mn, Goldman Sachs Group Inc, Jane Street Group, Llc, and Thrivent Financial For Lutherans.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+384384$9.48KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+8,027+73.1%19,002$468.58KQ2 2026Sep 09, 2026
Mercer Global Advisors IncSell-11,374-9.1%113,223$2.79MQ2 2026Aug 19, 2026
Transamerica Financial Advisors, LlcBuy+2,0272,027$49.98KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+185,844+88920.6%186,053$4.59MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+162,493162,493$4.01MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-134,129-83.4%26,743$659.48KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+67,47667,476$1.66MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+51,39751,397$1.27MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+22,46222,462$553.91KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+20,566+1874.7%21,663$535.00KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+17,629+6.1%305,331$7.53MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+16,768+8.9%205,206$5.06MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+13,58313,583$334.96KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+11,50511,505$283.79KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+5,961+7.7%83,507$2.06MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,684+17.7%24,538$605.14KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+1,6221,622$39.99KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+1,4001,400$34.52KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+824824$20.32KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+369+0.7%56,710$1.40MQ2 2026Aug 14, 2026
Allstate CorpBuy+721,760721,760$17.80MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+29,890+36.8%111,130$2.74MQ2 2026Aug 13, 2026
Mariner, LlcSell-20,118-22.7%68,658$1.69MQ2 2026Aug 13, 2026
Morgan StanleyBuy+20,036+1342.0%21,529$530.91KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-8,351-33.7%16,438$405.37KQ2 2026Aug 13, 2026
Hamrick Investment Counsel, LlcBuy+3,637+0.5%746,160$18.40MQ2 2026Aug 13, 2026
Fmr LlcBuy+1,474+29.5%6,470$159.55KQ2 2026Aug 13, 2026
D.B. Root & Company, LlcSell-1,414-10.3%12,255$302.21KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+1,031+7.3%15,190$374.58KQ2 2026Aug 13, 2026
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Frequently asked questions about SCHJ activity

  • Which institutional owners are buying SCHJ?

    Institutional owners buying SCHJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHJ activity?

    "Buy" means an investor increased their reported position in SCHJ compared to the prior reporting period. This reflects growing exposure to SCHWAB 1-5 YR CORP BND ETF (SCHJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHJ increasing?

    Institutional interest in SCHJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.