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 |
|---|---|---|---|---|---|
| Hamrick Investment Counsel | 743k | $18M | 100% | Mar 2026 |
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| Hartline Investment Corporation | 640k | $16M | 11% | Mar 2026 |
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| White Wing Wealth Management | 467k | $12M | 9% | Mar 2026 |
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| Columbus Macro | 412k | $10M | -8% | Mar 2026 |
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| Cetera Investment Advisers | 389k | $9.6M | 1% | Mar 2026 |
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| Envestnet Asset Management | 386k | $9.5M | -4% | Mar 2026 |
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| Sightline Wealth Advisors | 374k | $9.2M | 49% | Mar 2026 |
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| Cape Investment Advisory | 324k | $8.1M | 100% | Dec 2025 |
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| SlateStone Wealth | 320k | $7.9M | -7% | Mar 2026 |
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| Meridian Wealth Management | 294k | $7.3M | 0% | Mar 2026 |
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| Bank of America Corporation | 288k | $7.1M | 100% | Mar 2026 |
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| Compass Financial Group | 216k | $5.3M | 28% | Mar 2026 |
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| Van Strum & Towne | 213k | $5.3M | 19% | Mar 2026 |
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| HighTower Advisors | 195k | $4.8M | 5% | Mar 2026 |
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| Kestra Advisory Services | 178k | $4.4M | -9% | Mar 2026 |
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| Modera Wealth Management | 167k | $4.1M | -21% | Mar 2026 |
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| Jane Street | 161k | $4.0M | 1308% | Mar 2026 |
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| Pure Portfolios Holdings | 161k | $4.0M | 8% | Dec 2025 |
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| Yanni & Associates Investment Advisors | 143k | $3.5M | 100% | Mar 2026 |
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| FF Advisors | 139k | $3.4M | 100% | Mar 2026 |
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| Mercer Global Advisors | 125k | $3.1M | -11% | Mar 2026 |
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| Mfg Wealth Management | 121k | $3.0M | 1% | Mar 2026 |
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| White & Co Financial Planning | 121k | $3.0M | 12% | Mar 2026 |
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| Summit Financial | 115k | $2.8M | -49% | Mar 2026 |
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| Mariner Wealth Advisors | 89k | $2.2M | 10% | Mar 2026 |
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| Brand Asset Management Group | 83k | $2.1M | -1% | Mar 2026 |
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| Sanctuary Advisors | 81k | $2.0M | 0% | Mar 2026 |
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| Rosenberg Matthew Hamilton | 79k | $2.0M | -1% | Mar 2026 |
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| Victrix Investment Advisors | 78k | $1.9M | 9% | Mar 2026 |
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| Foundations Investment Advisors | 78k | $1.9M | -34% | Mar 2026 |
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| Creative Planning | 77k | $1.9M | 48% | Mar 2026 |
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| First Financial Group Corp | 73k | $1.8M | 24% | Mar 2026 |
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| Essex | 72k | $1.8M | -17% | Mar 2026 |
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| Altiora Financial Group | 69k | $1.7M | 0% | Mar 2026 |
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| Rossby Financial, LCC | 63k | $1.6M | 100% | Mar 2026 |
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| Moneywise | 61k | $1.5M | 71% | Mar 2026 |
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| ValMark Advisers | 57k | $1.4M | 4% | Mar 2026 |
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| Mutual Advisors | 56k | $1.4M | 7% | Mar 2026 |
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| LPL Financial | 56k | $1.4M | 14% | Mar 2026 |
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| Cannon Financial Strategists | 55k | $1.4M | 1% | Mar 2026 |
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| Monetary Solutions | 52k | $1.3M | 0% | Mar 2026 |
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| Ameriprise Financial | 47k | $1.2M | 3% | Mar 2026 |
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| Calamos Advisors | 44k | $1.1M | -24% | Mar 2026 |
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| Coordinated Financial Services | 37k | $912k | 13% | Mar 2026 |
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| Ohe Financial | 36k | $877k | -5% | Mar 2026 |
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| HPM Partners | 35k | $852k | 0% | Mar 2026 |
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| Farther Finance Advisors | 34k | $842k | 40% | Mar 2026 |
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| Seek First | 34k | $834k | 0% | Mar 2026 |
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| Atomi Financial Group | 28k | $654k | 21% | Dec 2025 |
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| Bsc Private Wealth Management | 28k | $687k | -60% | Mar 2026 |
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| Napier Financial | 28k | $681k | 100% | Mar 2026 |
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| Gilpin Wealth Management | 27k | $673k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 25k | $613k | -20% | Mar 2026 |
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| Golden State Equity Partners | 24k | $600k | 111% | Mar 2026 |
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| United Capital Financial Advisers | 24k | $594k | 0% | Mar 2026 |
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| Roundview Capital | 24k | $585k | -1% | Mar 2026 |
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| Wedmont Private Capital | 24k | $585k | 1% | Mar 2026 |
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| Advisor Group Holdings | 23k | $570k | 40% | Dec 2025 |
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| EverSource Wealth Advisors | 23k | $563k | 19% | Mar 2026 |
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| Betterment | 22k | $541k | 0% | Dec 2025 |
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| Fortis Group Advisors | 21k | $519k | 0% | Mar 2026 |
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| Charles Schwab Trust | 21k | $511k | 20% | Mar 2026 |
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| Lederer & Associates Investment Counsel | 20k | $494k | 1% | Mar 2026 |
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| Christensen, King & Associates Investment Services | 19k | $478k | 17% | Mar 2026 |
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| RCS Financial Planning | 19k | $476k | 80% | Mar 2026 |
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| Buckingham Strategic Partners | 19k | $467k | -6% | Mar 2026 |
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| Cambridge Investment Research Advisors | 19k | $460k | -69% | Mar 2026 |
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| Client 1st Advisory Group | 17k | $430k | 0% | Mar 2026 |
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| Steele Capital Management | 17k | $427k | 100% | Mar 2026 |
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| Bennett Selby Investments | 16k | $402k | 4% | Mar 2026 |
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| Concurrent Investment Advisors | 16k | $398k | -12% | Mar 2026 |
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| CI Private Wealth | 15k | $378k | 1% | Mar 2026 |
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| Commonwealth Equity Services | 15k | $360k | 70% | Mar 2026 |
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| Lodestone Wealth Management | 14k | $343k | 0% | Mar 2026 |
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| D.B. Root & Company | 14k | $338k | 46% | Mar 2026 |
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| FDx Advisors | 13k | $324k | 1% | Mar 2026 |
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| Captrust Financial Advisors | 13k | $322k | -6% | Dec 2025 |
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| Savvy Advisors | 13k | $310k | 12% | Mar 2026 |
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| Mayflower Financial Advisors | 12k | $296k | 10% | Mar 2026 |
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| Focus Financial Network | 11k | $281k | -9% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 11k | $277k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 11k | $271k | 21% | Mar 2026 |
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| Beacon Pointe Advisors | 11k | $264k | 0% | Dec 2025 |
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| Northstar Advisory Group | 9.3k | $231k | 0% | Mar 2026 |
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| Burling Wealth Partners | 9.2k | $229k | 0% | Mar 2026 |
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| Amara Financial | 9.2k | $228k | 100% | Mar 2026 |
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| Kovack Advisors | 8.9k | $219k | 100% | Mar 2026 |
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| SCBT Financial Corporation | 8.5k | $209k | 100% | Mar 2026 |
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| Global Trust Asset Management | 7.0k | $173k | -12% | Mar 2026 |
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| Bryn Mawr Trust | 6.8k | $167k | 0% | Mar 2026 |
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| Parallel Advisors | 6.0k | $148k | 0% | Mar 2026 |
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| Harbour Investments | 5.6k | $137k | 4% | Mar 2026 |
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| Team Financial Group | 5.5k | $137k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 4.1k | $100k | 0% | Mar 2026 |
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| JDM Financial Group | 4.0k | $99k | 100% | Mar 2026 |
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| Howe and Rusling | 2.7k | $66k | 0% | Mar 2026 |
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| Ancora Advisors | 2.6k | $64k | 0% | Mar 2026 |
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| Creative Financial Designs | 2.6k | $64k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 2.0k | $50k | 100% | Mar 2026 |
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| Brian McDonald | 2.0k | $50k | 100% | Dec 2025 |
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| VSM Wealth Advisory | 2.0k | $49k | -35% | Mar 2026 |
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| CoreCap Advisors | 1.6k | $39k | 0% | Mar 2026 |
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| Cassaday & Co Wealth Management | 1.6k | $39k | 100% | Mar 2026 |
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| Morgan Stanley | 1.5k | $37k | 1% | Mar 2026 |
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| Strategic Wealth Partners | 1.5k | $36k | -38% | Mar 2026 |
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| Fairscale Capital | 1.4k | $36k | 100% | Mar 2026 |
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| AE Wealth Management | 1.4k | $35k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 1.3k | $33k | 0% | Mar 2026 |
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| Western Wealth Management | 1.1k | $27k | 100% | Mar 2026 |
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| Royal Bank of Canada | 1.1k | $27k | -24% | Mar 2026 |
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| Nalls Sherbakoff Group | 1.1k | $26k | 0% | Dec 2025 |
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| Geneos Wealth Management | 1.0k | $25k | 0% | Mar 2026 |
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| MidFirst Bank | 925.00 | $23k | 100% | Mar 2026 |
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| IFP Advisors | 800.00 | $20k | 100% | Mar 2026 |
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| Piscataqua Savings Bank | 711.00 | $18k | 0% | Mar 2026 |
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| Phillips Financial Management | 687.00 | $17k | 0% | Mar 2026 |
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| Atlantic Trust | 425.00 | $11k | 1% | Dec 2025 |
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| Global Retirement Partners | 409.00 | $10k | 1% | Dec 2025 |
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| Breakwater Investment Management | 406.00 | $10k | 0% | Dec 2025 |
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| Silicon Valley Capital Partners | 378.00 | $9.3k | 1% | Mar 2026 |
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| FMR | 361.00 | $9.0k | -15% | Dec 2025 |
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| Blueline Advisors | 300.00 | $7.4k | 100% | Mar 2026 |
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| Franklin Resources | 232.00 | $5.7k | 0% | Mar 2026 |
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| Wells Fargo & Company | 209.00 | $5.2k | 100% | Mar 2026 |
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| CWM | 157.00 | $4.0k | 0% | Dec 2025 |
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| SageView Advisory Group | 118.00 | $2.9k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 111.00 | $2.8k | 100% | Dec 2025 |
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| Assetmark | 76.00 | $1.9k | 73% | Mar 2026 |
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| O'shaughnessy Asset Management | 6.00 | $148.000200 | 0% | Mar 2026 |
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| Hanson McClain Advisors | 2.00 | $53.000000 | 0% | Dec 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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 331k | $8.3M |
| Citadel Advisors | Dec 2025 | 42k | $1.0M |
| Bridger Capital Management | Dec 2025 | 32k | $795k |
| Jpmorgan Chase & Co | Sep 2025 | 28k | $803k |
| CacheTech | Dec 2025 | 18k | $457k |
| WorthPointe | Dec 2025 | 8.5k | $212k |
| Maridea Wealth Management | Dec 2025 | 8.4k | $208k |
| WBI Investments | Dec 2025 | 8.4k | $208k |
| Flagship Harbor Advisors | Dec 2025 | 1.9k | $48k |
| Woodside Wealth Management | Dec 2025 | 510.00 | $13k |
| AlphaCore Capital | Dec 2025 | 350.00 | $8.7k |