SCHWAB 1-5 YR CORP BND ETF (SCHJ) Institutional Shareholders
SCHWAB 1-5 YR CORP BND ETF (SCHJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $311.62M in SCHJ holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of SCHJ tracked by InsiderSet, reporting ownership valued at approximately $38.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $37.76M, representing an estimated loss of -1.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed SCHJ value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Hamrick Investment Counsel, Llc, Hartline Investment Corp/, and several other long-term asset managers with concentrated positions in SCHWAB 1-5 YR CORP BND ETF (SCHJ).
This page ranks the largest institutional SCHJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
146
Total Reported Value
$311.62M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$38.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
134
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.01% | 1,557,816 | $38,415,746 | $37,761,460 | -$654,286 | -1.70% | |
| Hamrick Investment Counsel, Llc | 12.20% | 746,160 | $18,400,306 | $18,086,918 | -$313,388 | -1.70% | |
| Hartline Investment Corp/ | 1.59% | 741,444 | $18,284,009 | $17,972,603 | -$311,406 | -1.70% | |
| Allstate Corp | 0.18% | 721,760 | $17,798,602 | $17,495,462 | -$303,140 | -1.70% | |
| Cetera Investment Advisers | 0.01% | 456,337 | $11,253,252 | $11,061,609 | -$191,643 | -1.70% | |
| Columbus Macro, Llc | 1.00% | 418,460 | $10,319,227 | $10,143,470 | -$175,757 | -1.70% | |
| White Wing Wealth Management | 5.37% | 417,474 | $10,294,899 | $10,119,570 | -$175,329 | -1.70% | |
| Sightline Wealth Advisors, Llc | 3.76% | 416,772 | $10,277,607 | $10,102,553 | -$175,054 | -1.70% | |
| Lpl Financial Llc | 0.00% | 412,877 | $10,181,546 | $10,008,138 | -$173,408 | -1.70% | |
| Cape Investment Advisory, Inc. | 2.28% | 346,191 | $8,537,072 | $8,391,670 | -$145,402 | -1.70% | |
| Slatestone Wealth, Llc | 0.61% | 321,351 | $7,925,000 | $7,789,548 | -$135,452 | -1.71% | |
| Bank Of America Corp | 0.00% | 305,331 | $7,529,473 | $7,401,223 | -$128,250 | -1.70% | |
| Meridian Wealth Management, Llc | 0.23% | 301,188 | $7,427,284 | $7,300,797 | -$126,487 | -1.70% | |
| Mml Investors Services, Llc | 0.01% | 272,850 | $6,728,486 | $6,613,884 | -$114,602 | -1.70% | |
| Ff Advisors,Llc | 2.44% | 264,253 | $6,516,489 | $6,405,493 | -$110,996 | -1.70% | |
| Compass Financial Group, Inc/Sd | 0.69% | 244,346 | $6,025,576 | $5,922,947 | -$102,629 | -1.70% | |
| Van Strum & Towne Inc. | 1.47% | 218,661 | $5,392,181 | $5,300,343 | -$91,838 | -1.70% | |
| Waverly Advisors, Llc | 0.03% | 205,206 | $5,060,375 | $4,974,193 | -$86,182 | -1.70% | |
| Wells Fargo & Company/Mn | 0.00% | 186,053 | $4,588,067 | $4,509,925 | -$78,142 | -1.70% | |
| Jpmorgan Chase & Co | 0.00% | 167,948 | $4,146,644 | $4,071,060 | -$75,584 | -1.82% | |
| Modera Wealth Management, Llc | 0.04% | 165,267 | $4,075,485 | $4,006,072 | -$69,413 | -1.70% | |
| Goldman Sachs Group Inc | 0.00% | 162,493 | $4,007,077 | $3,938,830 | -$68,247 | -1.70% | |
| Kestra Advisory Services, Llc | 0.01% | 156,918 | $3,869,599 | $3,803,692 | -$65,907 | -1.70% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 154,856 | $3,800,154 | $3,753,709 | -$46,445 | -1.22% | |
| B. Riley Wealth Advisors, Inc. | 0.11% | 149,037 | $3,672,271 | $3,612,657 | -$59,614 | -1.62% | |
| Yanni & Associates Investment Advisors, Llc | 3.32% | 145,694 | $3,592,813 | $3,531,623 | -$61,190 | -1.70% | |
| White & Co Financial Planning Inc | 2.16% | 141,293 | $3,484,284 | $3,424,942 | -$59,342 | -1.70% | |
| Mfg Wealth Management, Inc. | 2.19% | 124,377 | $3,067,137 | $3,014,898 | -$52,239 | -1.70% | |
| Summit Financial, Llc | 0.03% | 123,402 | $3,043,099 | $2,991,264 | -$51,835 | -1.70% | |
| Mercer Global Advisors Inc | 0.00% | 113,223 | $2,792,076 | $2,744,526 | -$47,550 | -1.70% | |
| Sanctuary Advisors, Llc | 0.01% | 111,130 | $2,740,456 | $2,693,791 | -$46,665 | -1.70% | |
| Park Avenue Securities Llc | 0.01% | 95,218 | $2,348,000 | $2,308,084 | -$39,916 | -1.70% | |
| Foundations Investment Advisors, Llc | 0.02% | 83,507 | $2,059,289 | $2,024,210 | -$35,079 | -1.70% | |
| Moneywise, Inc. | 0.76% | 82,313 | $2,029,837 | $1,995,267 | -$34,570 | -1.70% | |
| Brand Asset Management Group, Inc. | 0.43% | 79,747 | $1,966,562 | $1,933,067 | -$33,495 | -1.70% | |
| Rosenberg Matthew Hamilton | 0.36% | 78,990 | $1,947,893 | $1,914,718 | -$33,175 | -1.70% | |
| Rossby Financial, Lcc | 0.35% | 78,377 | $1,932,783 | $1,899,858 | -$32,925 | -1.70% | |
| First Financial Group Corp | 1.25% | 70,070 | $1,727,926 | $1,698,497 | -$29,429 | -1.70% | |
| Altiora Financial Group, Llc | 0.27% | 69,420 | $1,711,898 | $1,682,741 | -$29,157 | -1.70% | |
| Essex Llc | 0.26% | 69,134 | $1,704,844 | $1,675,808 | -$29,036 | -1.70% | |
| Mariner, Llc | 0.00% | 68,658 | $1,693,105 | $1,664,270 | -$28,835 | -1.70% | |
| Thrivent Financial For Lutherans | 0.00% | 67,476 | $1,664,000 | $1,635,618 | -$28,382 | -1.71% | |
| Valmark Advisers, Inc. | 0.02% | 59,930 | $1,477,866 | $1,452,703 | -$25,163 | -1.70% | |
| Mutual Advisors, Llc | 0.03% | 56,710 | $1,398,469 | $1,374,650 | -$23,819 | -1.70% | |
| Monetary Solutions, Ltd | 1.10% | 51,630 | $1,273,198 | $1,251,511 | -$21,687 | -1.70% | |
| Ameriprise Financial Inc | 0.00% | 51,397 | $1,267,461 | $1,245,863 | -$21,598 | -1.70% | |
| Cannon Financial Strategists, Inc. | 0.13% | 47,552 | $1,172,624 | $1,152,660 | -$19,964 | -1.70% | |
| Gilpin Wealth Management, Llc | 0.72% | 41,925 | $1,033,871 | $1,016,262 | -$17,609 | -1.70% | |
| Ima Advisory Services, Inc. | 0.06% | 41,048 | $1,012,255 | $995,004 | -$17,251 | -1.70% | |
| Calamos Advisors Llc | 0.00% | 38,140 | $940,532 | $924,514 | -$16,018 | -1.70% |
Frequently asked questions about SCHJ
Who owns the most SCHJ stock?
The largest holders of SCHJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB 1-5 YR CORP BND ETF (SCHJ).
Is SCHJ widely held by superinvestors?
Many widely followed stocks like SCHJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.