Who owns Schwab Strategic Tr 1 5yr corp bd?
- Ticker: SCHJ
- CUSIP Number: 808524714
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr 1 5yr corp bd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr 1 5yr corp bd stock
Who bought or sold Schwab Strategic Tr 1 5yr corp bd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Columbus Macro | 434k | $11M | 2% | Sep 2025 |
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| Meridian Wealth Management | 396k | $9.9M | 6% | Sep 2025 |
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| Envestnet Asset Management | 378k | $9.4M | 1% | Sep 2025 |
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| White Wing Wealth Management | 345k | $8.6M | 6% | Sep 2025 |
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| Cetera Investment Advisers | 335k | $8.4M | 8% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 315k | $7.8M | 5% | Sep 2025 |
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| Summit Financial | 216k | $5.4M | 100% | Sep 2025 |
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| Modera Wealth Management | 213k | $5.3M | 4% | Sep 2025 |
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| SlateStone Wealth | 207k | $5.2M | -11% | Sep 2025 |
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| Kestra Advisory Services | 203k | $5.1M | 22% | Sep 2025 |
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| Cape Investment Advisory | 184k | $4.6M | 2% | Jun 2025 |
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| Integrated Wealth Concepts | 173k | $4.3M | 9% | Sep 2025 |
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| Van Strum & Towne | 164k | $4.1M | 0% | Sep 2025 |
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| HighTower Advisors | 152k | $3.8M | 4% | Sep 2025 |
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| Compass Financial Group | 149k | $3.7M | 19% | Sep 2025 |
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| Pure Portfolios Holdings | 148k | $3.7M | 7% | Sep 2025 |
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| Mercer Global Advisors | 141k | $3.5M | -4% | Sep 2025 |
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| Sightline Wealth Advisors | 139k | $3.5M | 115% | Sep 2025 |
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| Mfg Wealth Management | 120k | $3.0M | 100% | Sep 2025 |
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| White & Co Financial Planning | 108k | $2.7M | 4% | Sep 2025 |
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| Essex | 106k | $2.7M | -17% | Sep 2025 |
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| Bsc Private Wealth Management | 106k | $2.6M | 0% | Sep 2025 |
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| Foundations Investment Advisors | 105k | $2.6M | 6% | Sep 2025 |
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| Brand Asset Management Group | 84k | $2.1M | 100% | Sep 2025 |
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| Citadel Advisors | 82k | $2.0M | 331% | Sep 2025 |
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| Rosenberg Matthew Hamilton | 82k | $2.0M | 0% | Sep 2025 |
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| Altiora Financial Group | 69k | $1.7M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 66k | $1.7M | 6% | Sep 2025 |
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| Cannon Financial Strategists | 54k | $1.4M | 0% | Sep 2025 |
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| Mutual Advisors | 52k | $1.3M | -1% | Sep 2025 |
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| Calamos Advisors | 52k | $1.3M | 63% | Sep 2025 |
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| Ameriprise Financial | 46k | $1.1M | 0% | Sep 2025 |
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| LPL Financial | 46k | $1.1M | -19% | Sep 2025 |
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| ValMark Advisers | 45k | $1.1M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 42k | $1.0M | 6% | Sep 2025 |
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| First Financial Group Corp | 41k | $1.0M | 235% | Sep 2025 |
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| Buckingham Strategic Partners | 40k | $1000k | 115% | Sep 2025 |
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| Ohe Financial | 38k | $949k | 0% | Sep 2025 |
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| HPM Partners | 35k | $860k | 0% | Sep 2025 |
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| Seek First | 33k | $826k | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 28k | $803k | 508% | Sep 2025 |
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| United Capital Financial Advisers | 27k | $680k | -4% | Sep 2025 |
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| Coordinated Financial Services | 27k | $677k | 22% | Sep 2025 |
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| Creative Planning | 27k | $667k | 6% | Sep 2025 |
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| Farther Finance Advisors | 25k | $621k | -16% | Sep 2025 |
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| Roundview Capital | 24k | $592k | 0% | Sep 2025 |
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| H D Vest Advisory Services | 24k | $587k | -2% | Jun 2025 |
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| Atomi Financial Group | 24k | $588k | 3% | Sep 2025 |
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| Wedmont Private Capital | 23k | $577k | 1% | Sep 2025 |
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| Stonekeep Investments | 23k | $568k | 2% | Sep 2025 |
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| Betterment | 22k | $540k | 2% | Sep 2025 |
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| Lederer & Associates Investment Counsel | 20k | $490k | -20% | Sep 2025 |
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| Hartline Investment Corporation | 19k | $465k | 100% | Sep 2025 |
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| Charles Schwab Trust | 18k | $449k | 2% | Sep 2025 |
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| Level Financial Advisors | 18k | $441k | -11% | Sep 2025 |
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| Berkshire Asset Management | 18k | $440k | 0% | Sep 2025 |
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| Client 1st Advisory Group | 17k | $434k | -4% | Sep 2025 |
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| Christensen, King & Associates Investment Services | 17k | $417k | -2% | Sep 2025 |
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| Advisor Group Holdings | 16k | $409k | -2% | Sep 2025 |
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| Focus Financial Network | 15k | $366k | 9% | Sep 2025 |
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| Lodestone Wealth Management | 14k | $346k | 0% | Sep 2025 |
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| Captrust Financial Advisors | 14k | $342k | 0% | Sep 2025 |
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| Morgan Stanley | 14k | $338k | 100% | Jun 2025 |
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| Concurrent Investment Advisors | 14k | $338k | 100% | Sep 2025 |
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| Bennett Selby Investments | 14k | $336k | 100% | Sep 2025 |
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| FDx Advisors | 13k | $322k | 16% | Sep 2025 |
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| Creative Financial Designs | 12k | $298k | 1% | Sep 2025 |
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| RCS Financial Planning | 12k | $287k | 100% | Sep 2025 |
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| Golden State Equity Partners | 12k | $287k | 5% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 11k | $280k | 0% | Sep 2025 |
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| PFG Advisors | 11k | $275k | 100% | Sep 2025 |
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| Beacon Pointe Advisors | 11k | $264k | 0% | Sep 2025 |
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| Mayflower Financial Advisors | 10k | $256k | 0% | Sep 2025 |
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| Savvy Advisors | 9.5k | $237k | 100% | Sep 2025 |
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| Burling Wealth Partners | 9.4k | $236k | -23% | Sep 2025 |
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| XY Planning Network | 8.9k | $221k | 0% | Sep 2025 |
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| Commonwealth Equity Services | 8.9k | $221k | -52% | Sep 2025 |
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| Dynamic Advisors Solutions | 8.6k | $216k | 0% | Sep 2025 |
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| D.B. Root & Company | 8.5k | $213k | 100% | Sep 2025 |
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| Maridea Wealth Management | 8.4k | $211k | -1% | Sep 2025 |
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| WBI Investments | 8.4k | $210k | -1% | Sep 2025 |
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| Global Trust Asset Management | 6.0k | $150k | 0% | Sep 2025 |
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| Parallel Advisors | 6.0k | $150k | 0% | Sep 2025 |
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| Aptus Capital Advisors | 5.6k | $139k | 0% | Sep 2025 |
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| Bryn Mawr Trust | 5.4k | $135k | 0% | Sep 2025 |
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| Harbour Investments | 5.2k | $129k | 2% | Sep 2025 |
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| EverSource Wealth Advisors | 3.7k | $92k | 100% | Sep 2025 |
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| VSM Wealth Advisory | 3.0k | $76k | -39% | Sep 2025 |
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| Ancora Advisors | 2.6k | $65k | 0% | Sep 2025 |
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| Strategic Wealth Partners | 2.3k | $57k | 35% | Sep 2025 |
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| CoreCap Advisors | 1.6k | $39k | 0% | Sep 2025 |
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| Royal Bank of Canada | 1.5k | $36k | -6% | Sep 2025 |
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| AE Wealth Management | 1.4k | $35k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 1.3k | $34k | 0% | Sep 2025 |
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| LGT Financial Advisors | 1.3k | $33k | 100% | Sep 2025 |
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| Geneos Wealth Management | 1.0k | $25k | 0% | Sep 2025 |
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| Phillips Financial Management | 687.00 | $17k | 0% | Sep 2025 |
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| Woodside Wealth Management | 510.00 | $13k | 0% | Sep 2025 |
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| FMR | 424.00 | $11k | 23% | Sep 2025 |
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| Atlantic Trust | 419.00 | $10k | 1% | Sep 2025 |
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| Breakwater Investment Management | 406.00 | $10k | 0% | Sep 2025 |
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| Global Retirement Partners | 403.00 | $10k | 100% | Sep 2025 |
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| Silicon Valley Capital Partners | 369.00 | $9.2k | 1% | Sep 2025 |
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| AlphaCore Capital | 350.00 | $8.7k | 0% | Sep 2025 |
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| Decker Retirement Planning | 280.00 | $7.0k | 100% | Sep 2025 |
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| Moser Wealth Advisors | 256.00 | $6.4k | 100% | Jun 2025 |
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| 1620 Investment Advisors | 200.00 | $5.0k | 100% | Sep 2025 |
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| CWM | 157.00 | $4.0k | 0% | Sep 2025 |
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| Assetmark | 44.00 | $1.1k | 0% | Sep 2025 |
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| North Capital | 21.00 | $524.000400 | -46% | Sep 2025 |
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| Wells Fargo & Company | 10.00 | $249.000000 | 100% | Sep 2025 |
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| Hanson McClain Advisors | 2.00 | $53.000000 | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 1.00 | $25.000000 | 0% | Sep 2025 |
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Who sold out of Schwab Strategic Tr 1 5yr corp bd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AlphaStar Capital Management | Jun 2025 | 193k | $4.8M |
| Hm Payson & Co | Jun 2025 | 108k | $2.7M |
| Jackson Creek Investment Advisors | Jun 2025 | 83k | $2.1M |
| Victrix Investment Advisors | Jun 2025 | 61k | $1.5M |
| Flow Traders US | Jun 2025 | 54k | $1.3M |
| Kingsview Wealth Management | Jun 2025 | 20k | $488k |
| Old Mission Capital | Jun 2025 | 20k | $486k |
| Capasso Planning Partners | Jun 2025 | 16k | $403k |
| Perigon Wealth Management | Jun 2025 | 15k | $359k |
| Signal Advisors Wealth | Jun 2025 | 12k | $307k |
| Worth Asset Management | Jun 2025 | 9.9k | $245k |
| Stephens Group Asset Management | Jun 2025 | 8.8k | $219k |
| Heritage Financial Services | Jun 2025 | 8.3k | $206k |
| Quaker Wealth Management | Jun 2025 | 6.0k | $149k |
| Raymond James Financial | Jun 2025 | 2.4k | $60k |
| William Blair $ Company | Jun 2025 | 2.3k | $56k |
| Salem Investment Counselors | Jun 2025 | 2.2k | $55k |
| Howe and Rusling | Jun 2025 | 1.7k | $42k |
| Hartland & Co | Jun 2025 | 1.1k | $27k |
| REAP Financial Group | Jun 2025 | 846.00 | $21k |
| Us Bancorp | Jun 2025 | 240.00 | $6.0k |
| Versant Capital Management | Jun 2025 | 58.00 | $1.4k |
| Larson Financial Group | Jun 2025 | 20.00 | $496.000000 |