SCHJ Institutional Ownership & Shareholders
SCHWAB 1-5 YR CORP BND ETF (SCHJ) is currently held by 148 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $301.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $37.70M, representing an estimated loss of -1.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed SCHJ value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Hamrick Investment Counsel, Llc, Allstate 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
148
Total Reported Value
$301.82M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$38.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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 | $37,699,147 | -$716,599 | -1.87% | |
| Hamrick Investment Counsel, Llc | 12.20% | 746,160 | $18,400,306 | $18,057,072 | -$343,234 | -1.87% | |
| Allstate Corp | 0.18% | 721,760 | $17,798,602 | $17,466,592 | -$332,010 | -1.87% | |
| Hartline Investment Corp/ | 1.82% | 731,959 | $17,640,212 | $17,713,408 | +$73,196 | +0.41% | |
| Cetera Investment Advisers | 0.01% | 456,337 | $11,253,252 | $11,043,355 | -$209,897 | -1.87% | |
| Columbus Macro, Llc | 1.01% | 430,664 | $10,378,992 | $10,422,069 | +$43,077 | +0.42% | |
| White Wing Wealth Management | 5.37% | 417,474 | $10,294,899 | $10,102,871 | -$192,028 | -1.87% | |
| Lpl Financial Llc | 0.00% | 412,877 | $10,181,546 | $9,991,623 | -$189,923 | -1.87% | |
| Cape Investment Advisory, Inc. | 2.19% | 353,343 | $8,515,577 | $8,550,901 | +$35,324 | +0.41% | |
| Slatestone Wealth, Llc | 0.61% | 321,351 | $7,925,000 | $7,776,694 | -$148,306 | -1.87% | |
| Bank Of America Corp | 0.00% | 305,331 | $7,529,473 | $7,389,010 | -$140,463 | -1.87% | |
| Meridian Wealth Management, Llc | 0.23% | 301,188 | $7,427,284 | $7,288,750 | -$138,534 | -1.87% | |
| Mml Investors Services, Llc | 0.01% | 272,850 | $6,728,486 | $6,602,970 | -$125,516 | -1.87% | |
| Compass Financial Group, Inc/Sd | 0.72% | 276,121 | $6,654,511 | $6,682,128 | +$27,617 | +0.42% | |
| Ff Advisors,Llc | 2.35% | 266,077 | $6,412,451 | $6,439,063 | +$26,612 | +0.42% | |
| Van Strum & Towne Inc. | 1.47% | 218,661 | $5,392,181 | $5,291,596 | -$100,585 | -1.87% | |
| Waverly Advisors, Llc | 0.03% | 205,206 | $5,060,375 | $4,965,985 | -$94,390 | -1.87% | |
| Wells Fargo & Company/Mn | 0.00% | 186,053 | $4,588,067 | $4,502,483 | -$85,584 | -1.87% | |
| Jpmorgan Chase & Co | 0.00% | 167,948 | $4,146,644 | $4,064,342 | -$82,302 | -1.98% | |
| Goldman Sachs Group Inc | 0.00% | 162,493 | $4,007,077 | $3,932,331 | -$74,746 | -1.87% | |
| White & Co Financial Planning Inc | 2.64% | 161,288 | $3,987,837 | $3,903,170 | -$84,667 | -2.12% | |
| Modera Wealth Management, Llc | 0.04% | 163,672 | $3,944,496 | $3,960,862 | +$16,366 | +0.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 162,181 | $3,911,798 | $3,924,780 | +$12,982 | +0.33% | |
| Yanni & Associates Investment Advisors, Llc | 3.24% | 146,674 | $3,534,844 | $3,549,511 | +$14,667 | +0.41% | |
| Kestra Advisory Services, Llc | 0.01% | 146,365 | $3,527,394 | $3,542,033 | +$14,639 | +0.42% | |
| Creative Planning | 0.00% | 142,666 | $3,438,258 | $3,452,517 | +$14,259 | +0.41% | |
| Summit Financial, Llc | 0.03% | 123,402 | $3,043,099 | $2,986,328 | -$56,771 | -1.87% | |
| Mfg Wealth Management, Inc. | 2.16% | 123,656 | $2,980,119 | $2,992,475 | +$12,356 | +0.41% | |
| Mercer Global Advisors Inc | 0.00% | 113,223 | $2,792,076 | $2,739,997 | -$52,079 | -1.87% | |
| Sanctuary Advisors, Llc | 0.01% | 111,130 | $2,740,456 | $2,689,346 | -$51,110 | -1.87% | |
| Essex Llc | 0.31% | 86,099 | $2,074,982 | $2,083,596 | +$8,614 | +0.42% | |
| Foundations Investment Advisors, Llc | 0.02% | 83,507 | $2,059,289 | $2,020,869 | -$38,420 | -1.87% | |
| Sightline Wealth Advisors, Llc | 0.92% | 82,013 | $1,976,518 | $1,984,715 | +$8,197 | +0.41% | |
| Brand Asset Management Group, Inc. | 0.43% | 79,747 | $1,966,562 | $1,929,877 | -$36,685 | -1.87% | |
| Rossby Financial, Lcc | 0.35% | 78,377 | $1,932,783 | $1,896,723 | -$36,060 | -1.87% | |
| Rosenberg Matthew Hamilton | 0.34% | 77,727 | $1,873,221 | $1,880,993 | +$7,772 | +0.41% | |
| Moneywise, Inc. | 1.75% | 76,274 | $1,838,202 | $1,845,831 | +$7,629 | +0.42% | |
| Altiora Financial Group, Llc | 0.27% | 69,420 | $1,711,898 | $1,679,964 | -$31,934 | -1.87% | |
| Mariner, Llc | 0.00% | 68,658 | $1,693,105 | $1,661,524 | -$31,581 | -1.87% | |
| Thrivent Financial For Lutherans | 0.00% | 67,476 | $1,664,000 | $1,632,919 | -$31,081 | -1.87% | |
| First Financial Group Corp | 1.23% | 66,890 | $1,612,049 | $1,618,738 | +$6,689 | +0.41% | |
| Valmark Advisers, Inc. | 0.02% | 59,930 | $1,477,866 | $1,450,306 | -$27,560 | -1.86% | |
| Blue Trust, Inc. | 0.01% | 58,445 | $1,408,533 | $1,414,369 | +$5,836 | +0.41% | |
| Mutual Advisors, Llc | 0.03% | 56,710 | $1,398,469 | $1,372,382 | -$26,087 | -1.87% | |
| Ameriprise Financial Inc | 0.00% | 51,397 | $1,267,461 | $1,243,807 | -$23,654 | -1.87% | |
| Monetary Solutions, Ltd | 0.98% | 47,434 | $1,143,169 | $1,147,903 | +$4,734 | +0.41% | |
| Cannon Financial Strategists, Inc. | 0.13% | 47,030 | $1,133,411 | $1,138,126 | +$4,715 | +0.42% | |
| Gilpin Wealth Management, Llc | 0.70% | 43,250 | $1,042,325 | $1,046,650 | +$4,325 | +0.41% | |
| Ima Advisory Services, Inc. | 0.06% | 41,048 | $1,012,255 | $993,362 | -$18,893 | -1.87% | |
| Calamos Advisors Llc | 0.00% | 38,140 | $919,174 | $922,988 | +$3,814 | +0.41% |
Frequently asked questions about SCHJ
Who are the largest institutional holders of SCHJ?
The largest institutional holders of SCHJ reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Hamrick Investment Counsel, Llc, Allstate Corp, Hartline Investment Corp/, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported SCHJ position.
What is SCHJ institutional ownership?
This page tracks SCHJ positions reported by institutional investment managers through SEC Form 13F. SCHWAB 1-5 YR CORP BND ETF (SCHJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHJ?
InsiderSet currently tracks 148 institutional managers reporting SCHJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHJ shareholders.
How much SCHJ stock do institutions own?
Institutional investment managers disclosed approximately $301.82M in SCHJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHJ institutional ownership last updated?
The latest SCHJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHJ position after the reporting date.
Are institutions buying or selling SCHJ?
Institutional buying and selling can be analyzed by comparing SCHJ positions across consecutive 13F reporting periods. InsiderSet's SCHJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHJ ownership changes.
How has SCHJ institutional ownership changed over time?
InsiderSet tracks SCHJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.