SCHWAB 1-5 YR CORP BND ETF (SCHJ) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $215.26M in SCHJ holdings during the latest filing period.
Hamrick Investment Counsel, Llc is currently the largest disclosed institutional shareholder of SCHJ tracked by InsiderSet, reporting ownership valued at approximately $18.36M in its March 31, 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 $18.24M, representing an estimated loss of -0.63% 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 Hamrick Investment Counsel, Llc, Hartline Investment Corp/, White Wing Wealth Management, 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
124
Total Reported Value
$215.26M
Largest Holder
Hamrick Investment Counsel, Llc
Largest Position
$18.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
136
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hamrick Investment Counsel, Llc | 10.17% | 742,523 | $18,358,882 | $18,243,790 | -$115,092 | -0.63% | |
| Hartline Investment Corp/ | 1.74% | 640,325 | $15,832,036 | $15,732,785 | -$99,251 | -0.63% | |
| White Wing Wealth Management | 6.93% | 466,818 | $11,542,084 | $11,469,718 | -$72,366 | -0.63% | |
| Columbus Macro, Llc | 1.09% | 411,963 | $10,185,786 | $10,121,931 | -$63,855 | -0.63% | |
| Cetera Investment Advisers | 0.01% | 388,794 | $9,612,935 | $9,552,669 | -$60,266 | -0.63% | |
| Envestnet Asset Management Inc | 0.00% | 386,207 | $9,548,969 | $9,489,106 | -$59,863 | -0.63% | |
| Sightline Wealth Advisors, Llc | 3.91% | 373,536 | $9,235,687 | $9,177,780 | -$57,907 | -0.63% | |
| Cape Investment Advisory, Inc. | 2.80% | 340,246 | $8,412,591 | $8,359,844 | -$52,747 | -0.63% | |
| Meridian Wealth Management, Llc | 0.26% | 293,635 | $7,260,121 | $7,214,612 | -$45,509 | -0.63% | |
| Bank Of America Corp | 0.00% | 287,702 | $7,113,443 | $7,068,838 | -$44,605 | -0.63% | |
| Compass Financial Group, Inc/Sd | 0.75% | 215,750 | $5,334,412 | $5,300,978 | -$33,435 | -0.63% | |
| Van Strum & Towne Inc. | 1.53% | 212,550 | $5,255,299 | $5,222,354 | -$32,946 | -0.63% | |
| Hightower Advisors, Llc | 0.01% | 195,302 | $4,828,853 | $4,798,570 | -$30,283 | -0.63% | |
| Waverly Advisors, Llc | 0.03% | 188,438 | $4,659,122 | $4,629,922 | -$29,200 | -0.63% | |
| Kestra Advisory Services, Llc | 0.02% | 177,494 | $4,388,540 | $4,361,028 | -$27,512 | -0.63% | |
| Modera Wealth Management, Llc | 0.05% | 167,321 | $4,137,012 | $4,111,077 | -$25,935 | -0.63% | |
| Jane Street Group, Llc | 0.00% | 160,872 | $3,977,560 | $3,952,625 | -$24,935 | -0.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 160,822 | $3,969,090 | $3,951,397 | -$17,693 | -0.45% | |
| Yanni & Associates Investment Advisors, Llc | 3.68% | 143,400 | $3,545,565 | $3,523,338 | -$22,227 | -0.63% | |
| Ff Advisors,Llc | 1.40% | 139,195 | $3,447,174 | $3,420,021 | -$27,153 | -0.79% | |
| Mercer Global Advisors Inc | 0.00% | 124,597 | $3,080,667 | $3,061,348 | -$19,319 | -0.63% | |
| Mfg Wealth Management, Inc. | 2.48% | 120,914 | $2,989,600 | $2,970,857 | -$18,743 | -0.63% | |
| White & Co Financial Planning Inc | 2.10% | 120,518 | $2,979,802 | $2,961,127 | -$18,675 | -0.63% | |
| Summit Financial, Llc | 0.04% | 115,048 | $2,844,558 | $2,826,729 | -$17,829 | -0.63% | |
| Mariner, Llc | 0.00% | 88,776 | $2,194,986 | $2,181,226 | -$13,760 | -0.63% | |
| Brand Asset Management Group, Inc. | 0.54% | 83,313 | $2,059,914 | $2,047,000 | -$12,914 | -0.63% | |
| Sanctuary Advisors, Llc | 0.01% | 81,240 | $2,008,648 | $1,996,067 | -$12,581 | -0.63% | |
| Rosenberg Matthew Hamilton | 0.40% | 79,121 | $1,956,267 | $1,944,003 | -$12,264 | -0.63% | |
| Victrix Investment Advisors | 0.70% | 78,322 | $1,936,512 | $1,924,372 | -$12,140 | -0.63% | |
| Foundations Investment Advisors, Llc | 0.02% | 77,546 | $1,917,323 | $1,905,305 | -$12,018 | -0.63% | |
| Creative Planning | 0.00% | 77,216 | $1,909,157 | $1,897,197 | -$11,960 | -0.63% | |
| First Financial Group Corp | 1.47% | 73,010 | $1,805,172 | $1,793,856 | -$11,316 | -0.63% | |
| Essex Llc | 0.31% | 71,571 | $1,769,593 | $1,758,499 | -$11,094 | -0.63% | |
| Altiora Financial Group, Llc | 0.28% | 69,420 | $1,716,410 | $1,705,649 | -$10,761 | -0.63% | |
| Rossby Financial, Lcc | 0.32% | 63,050 | $1,553,542 | $1,549,139 | -$4,404 | -0.28% | |
| Moneywise, Inc. | 0.66% | 61,181 | $1,512,707 | $1,503,217 | -$9,490 | -0.63% | |
| Valmark Advisers, Inc. | 0.02% | 56,583 | $1,399,012 | $1,390,244 | -$8,768 | -0.63% | |
| Mutual Advisors, Llc | 0.03% | 56,341 | $1,393,031 | $1,384,298 | -$8,733 | -0.63% | |
| Lpl Financial Llc | 0.00% | 56,171 | $1,388,832 | $1,380,121 | -$8,711 | -0.63% | |
| Cannon Financial Strategists, Inc. | 0.18% | 54,958 | $1,358,838 | $1,350,318 | -$8,520 | -0.63% | |
| Monetary Solutions, Ltd | 1.23% | 51,586 | $1,275,453 | $1,267,468 | -$7,985 | -0.63% | |
| Ameriprise Financial Inc | 0.00% | 47,313 | $1,169,825 | $1,162,480 | -$7,345 | -0.63% | |
| Calamos Advisors Llc | 0.00% | 43,588 | $1,077,713 | $1,070,957 | -$6,756 | -0.63% | |
| Coordinated Financial Services, Inc. | 0.53% | 36,893 | $912,180 | $906,461 | -$5,719 | -0.63% | |
| Cahill Financial Advisors Inc | 0.09% | 35,478 | $877,185 | $871,694 | -$5,491 | -0.63% | |
| Cerity Partners Llc | 0.00% | 34,466 | $852,172 | $846,830 | -$5,342 | -0.63% | |
| Farther Finance Advisors, Llc | 0.01% | 34,177 | $842,116 | $839,729 | -$2,387 | -0.28% | |
| Seek First Inc. | 0.59% | 33,733 | $834,039 | $828,820 | -$5,219 | -0.63% | |
| Compound Planning, Inc. | 0.02% | 29,097 | $719,406 | $714,913 | -$4,493 | -0.62% | |
| Clearwater Capital Advisors, Llc | 0.06% | 27,800 | $687,355 | $683,046 | -$4,309 | -0.63% |
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.