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 |
|---|---|---|---|---|---|
| Hartline Investment Corporation | 577k | $14M | 3000% | Dec 2025 |
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| White Wing Wealth Management | 467k | $12M | 9% | Mar 2026 |
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| Columbus Macro | 446k | $11M | 3% | Dec 2025 |
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| Envestnet Asset Management | 401k | $10M | 6% | Dec 2025 |
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| Cetera Investment Advisers | 386k | $9.6M | 15% | Dec 2025 |
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| Sightline Wealth Advisors | 374k | $9.2M | 49% | Mar 2026 |
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| SlateStone Wealth | 342k | $8.5M | 66% | Dec 2025 |
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| Cape Investment Advisory | 324k | $8.1M | 100% | Dec 2025 |
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| Meridian Wealth Management | 295k | $7.3M | -26% | Dec 2025 |
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| Summit Financial | 224k | $5.6M | 4% | Dec 2025 |
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| Modera Wealth Management | 211k | $5.2M | -1% | Dec 2025 |
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| Kestra Advisory Services | 195k | $4.8M | -4% | Dec 2025 |
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| HighTower Advisors | 186k | $4.6M | 23% | Dec 2025 |
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| Van Strum & Towne | 178k | $4.4M | 9% | Dec 2025 |
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| Compass Financial Group | 168k | $4.2M | 13% | Dec 2025 |
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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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| Mercer Global Advisors | 140k | $3.5M | -1% | Dec 2025 |
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| Mfg Wealth Management | 121k | $3.0M | 1% | Mar 2026 |
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| Foundations Investment Advisors | 118k | $2.9M | 12% | Dec 2025 |
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| White & Co Financial Planning | 108k | $2.7M | 0% | Dec 2025 |
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| Essex | 86k | $2.1M | -19% | Dec 2025 |
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| Brand Asset Management Group | 84k | $2.1M | 0% | Dec 2025 |
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| Sanctuary Advisors | 81k | $2.0M | 6% | Dec 2025 |
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| Mariner Wealth Advisors | 81k | $2.0M | 95% | Dec 2025 |
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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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| Bsc Private Wealth Management | 70k | $1.7M | -34% | Dec 2025 |
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| Altiora Financial Group | 69k | $1.7M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 60k | $1.5M | -10% | Dec 2025 |
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| First Financial Group Corp | 59k | $1.5M | 45% | Dec 2025 |
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| Calamos Advisors | 57k | $1.4M | 11% | Dec 2025 |
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| Cannon Financial Strategists | 55k | $1.4M | 1% | Dec 2025 |
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| ValMark Advisers | 54k | $1.3M | 21% | Dec 2025 |
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| Mutual Advisors | 53k | $1.3M | 1% | Dec 2025 |
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| Creative Planning | 52k | $1.3M | 96% | Dec 2025 |
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| Monetary Solutions | 52k | $1.3M | 100% | Dec 2025 |
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| LPL Financial | 49k | $1.2M | 8% | Dec 2025 |
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| Ameriprise Financial | 46k | $1.1M | 0% | Dec 2025 |
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| Citadel Advisors | 42k | $1.0M | -48% | Dec 2025 |
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| Ohe Financial | 37k | $927k | -2% | Dec 2025 |
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| Moneywise | 36k | $892k | 100% | Dec 2025 |
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| HPM Partners | 35k | $858k | 0% | Dec 2025 |
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| Farther Finance Advisors | 34k | $842k | 40% | Mar 2026 |
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| Seek First | 34k | $839k | 2% | Dec 2025 |
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| Coordinated Financial Services | 33k | $812k | 20% | Dec 2025 |
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| Rockefeller Capital Management | 31k | $772k | 100% | Dec 2025 |
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| Atomi Financial Group | 28k | $654k | 21% | Dec 2025 |
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| United Capital Financial Advisers | 24k | $598k | -12% | Dec 2025 |
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| Roundview Capital | 24k | $594k | 0% | Dec 2025 |
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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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| Betterment | 22k | $541k | 0% | Dec 2025 |
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| Fortis Group Advisors | 21k | $524k | 100% | Dec 2025 |
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| Charles Schwab Trust | 21k | $511k | 20% | Mar 2026 |
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| Buckingham Strategic Partners | 20k | $500k | -50% | Dec 2025 |
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| Lederer & Associates Investment Counsel | 20k | $494k | 1% | Dec 2025 |
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| EverSource Wealth Advisors | 19k | $478k | 420% | Dec 2025 |
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| CacheTech | 18k | $457k | 100% | Dec 2025 |
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| Concurrent Investment Advisors | 18k | $456k | 35% | Dec 2025 |
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| Client 1st Advisory Group | 17k | $430k | 0% | Mar 2026 |
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| Christensen, King & Associates Investment Services | 17k | $413k | -1% | Dec 2025 |
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| Bennett Selby Investments | 16k | $390k | 16% | Dec 2025 |
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| CI Private Wealth | 15k | $379k | 100% | Dec 2025 |
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| Lodestone Wealth Management | 14k | $345k | 0% | Dec 2025 |
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| Captrust Financial Advisors | 13k | $322k | -6% | Dec 2025 |
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| FDx Advisors | 13k | $322k | 0% | Dec 2025 |
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| Golden State Equity Partners | 12k | $286k | 0% | Dec 2025 |
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| Jane Street | 11k | $285k | 100% | Dec 2025 |
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| Focus Financial Network | 11k | $281k | -9% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 11k | $279k | 0% | Dec 2025 |
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| Savvy Advisors | 11k | $278k | 18% | Dec 2025 |
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| Mayflower Financial Advisors | 11k | $272k | 6% | Dec 2025 |
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| RCS Financial Planning | 11k | $266k | -7% | Dec 2025 |
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| Beacon Pointe Advisors | 11k | $264k | 0% | Dec 2025 |
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| D.B. Root & Company | 9.4k | $233k | 10% | Dec 2025 |
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| Northstar Advisory Group | 9.3k | $231k | 0% | Mar 2026 |
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| Burling Wealth Partners | 9.2k | $230k | -2% | Dec 2025 |
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| Integrated Wealth Concepts | 9.1k | $226k | -95% | Dec 2025 |
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| Commonwealth Equity Services | 8.6k | $213k | -3% | Dec 2025 |
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| WorthPointe | 8.5k | $212k | 100% | Dec 2025 |
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| Maridea Wealth Management | 8.4k | $208k | -1% | Dec 2025 |
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| WBI Investments | 8.4k | $208k | -1% | Dec 2025 |
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| Global Trust Asset Management | 8.0k | $199k | 33% | Dec 2025 |
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| Bryn Mawr Trust | 6.8k | $168k | 25% | Dec 2025 |
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| Parallel Advisors | 6.0k | $149k | 0% | Dec 2025 |
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| Harbour Investments | 5.4k | $134k | 4% | Dec 2025 |
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| Aptus Capital Advisors | 4.1k | $101k | -27% | Dec 2025 |
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| VSM Wealth Advisory | 3.0k | $76k | 0% | Dec 2025 |
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| Howe and Rusling | 2.7k | $67k | 100% | Dec 2025 |
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| Ancora Advisors | 2.6k | $65k | 0% | Dec 2025 |
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| Creative Financial Designs | 2.6k | $64k | 0% | Mar 2026 |
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| Brian McDonald | 2.0k | $50k | 100% | Dec 2025 |
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| Flagship Harbor Advisors | 1.9k | $48k | 100% | Dec 2025 |
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| CoreCap Advisors | 1.6k | $39k | 0% | Mar 2026 |
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| AE Wealth Management | 1.4k | $35k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 1.3k | $33k | -1% | Dec 2025 |
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| Nalls Sherbakoff Group | 1.1k | $26k | 0% | Dec 2025 |
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| Geneos Wealth Management | 1.0k | $25k | 0% | Dec 2025 |
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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 | 375.00 | $9.3k | 2% | Dec 2025 |
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| FMR | 361.00 | $9.0k | -15% | Dec 2025 |
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| AlphaCore Capital | 350.00 | $8.7k | 0% | Dec 2025 |
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| Blueline Advisors | 300.00 | $7.4k | 100% | Mar 2026 |
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| Franklin Resources | 232.00 | $5.8k | 100% | Dec 2025 |
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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 | 44.00 | $1.1k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 6.00 | $148.999800 | 500% | Dec 2025 |
|
| 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 |
| Bridger Capital Management | Dec 2025 | 32k | $795k |
| Berkshire Asset Management | Sep 2025 | 18k | $440k |
| PFG Advisors | Sep 2025 | 11k | $275k |
| LGT Financial Advisors | Sep 2025 | 1.3k | $33k |
| Woodside Wealth Management | Dec 2025 | 510.00 | $13k |
| Decker Retirement Planning | Sep 2025 | 280.00 | $7.0k |
| 1620 Investment Advisors | Sep 2025 | 200.00 | $5.0k |
| North Capital | Sep 2025 | 21.00 | $524.000400 |
| Wells Fargo & Company | Sep 2025 | 10.00 | $249.000000 |