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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +384 | — | 384 | $9.48K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +8,027 | +73.1% | 19,002 | $468.58K | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Sell | -11,374 | -9.1% | 113,223 | $2.79M | Q2 2026 | Aug 19, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +2,027 | — | 2,027 | $49.98K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +185,844 | +88920.6% | 186,053 | $4.59M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +162,493 | — | 162,493 | $4.01M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -134,129 | -83.4% | 26,743 | $659.48K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +67,476 | — | 67,476 | $1.66M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +51,397 | — | 51,397 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +22,462 | — | 22,462 | $553.91K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +20,566 | +1874.7% | 21,663 | $535.00K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +17,629 | +6.1% | 305,331 | $7.53M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +16,768 | +8.9% | 205,206 | $5.06M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +13,583 | — | 13,583 | $334.96K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +11,505 | — | 11,505 | $283.79K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +5,961 | +7.7% | 83,507 | $2.06M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,684 | +17.7% | 24,538 | $605.14K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +1,622 | — | 1,622 | $39.99K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1,400 | — | 1,400 | $34.52K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +824 | — | 824 | $20.32K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +369 | +0.7% | 56,710 | $1.40M | Q2 2026 | Aug 14, 2026 |
| Allstate Corp | Buy | +721,760 | — | 721,760 | $17.80M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +29,890 | +36.8% | 111,130 | $2.74M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -20,118 | -22.7% | 68,658 | $1.69M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +20,036 | +1342.0% | 21,529 | $530.91K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -8,351 | -33.7% | 16,438 | $405.37K | Q2 2026 | Aug 13, 2026 |
| Hamrick Investment Counsel, Llc | Buy | +3,637 | +0.5% | 746,160 | $18.40M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,474 | +29.5% | 6,470 | $159.55K | Q2 2026 | Aug 13, 2026 |
| D.B. Root & Company, Llc | Sell | -1,414 | -10.3% | 12,255 | $302.21K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +1,031 | +7.3% | 15,190 | $374.58K | Q2 2026 | Aug 13, 2026 |
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.