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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 1.6M | $38M | 303% | Jun 2026 |
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| Hamrick Investment Counsel | 746k | $18M | 0% | Jun 2026 |
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| Hartline Investment Corporation | 741k | $18M | 16% | Jun 2026 |
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| The Allstate Corporation | 722k | $18M | 100% | Jun 2026 |
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| Cetera Investment Advisers | 456k | $11M | 17% | Jun 2026 |
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| Columbus Macro | 419k | $10M | 2% | Jun 2026 |
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| White Wing Wealth Management | 418k | $10M | -11% | Jun 2026 |
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| Sightline Wealth Advisors | 417k | $10M | 12% | Jun 2026 |
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| LPL Financial | 413k | $10M | 635% | Jun 2026 |
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| Cape Investment Advisory | 346k | $8.5M | 2% | Jun 2026 |
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| SlateStone Wealth | 321k | $7.9M | 0% | Jun 2026 |
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| Bank of America Corporation | 305k | $7.5M | 6% | Jun 2026 |
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| Meridian Wealth Management | 301k | $7.4M | 3% | Jun 2026 |
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| Mml Investors Services | 273k | $6.7M | 100% | Jun 2026 |
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| FF Advisors | 264k | $6.5M | 90% | Jun 2026 |
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| Compass Financial Group | 244k | $6.0M | 13% | Jun 2026 |
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| Van Strum & Towne | 219k | $5.4M | 3% | Jun 2026 |
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| Warren Averett Asset Management | 205k | $5.1M | 9% | Jun 2026 |
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| HighTower Advisors | 187k | $4.6M | -4% | Jun 2026 |
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| Wells Fargo & Company | 186k | $4.6M | 88921% | Jun 2026 |
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| Jpmorgan Chase & Co | 168k | $4.1M | 100% | Jun 2026 |
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| Modera Wealth Management | 165k | $4.1M | -1% | Jun 2026 |
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| Goldman Sachs Group | 163k | $4.0M | 100% | Jun 2026 |
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| Kestra Advisory Services | 157k | $3.9M | -12% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 155k | $3.8M | 100% | Jun 2026 |
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| Yanni & Associates Investment Advisors | 146k | $3.6M | 2% | Jun 2026 |
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| White & Co Financial Planning | 141k | $3.5M | 17% | Jun 2026 |
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| Mfg Wealth Management | 124k | $3.1M | 3% | Jun 2026 |
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| Summit Financial | 123k | $3.0M | 7% | Jun 2026 |
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| Mercer Global Advisors | 113k | $2.8M | -9% | Jun 2026 |
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| Sanctuary Advisors | 111k | $2.7M | 37% | Jun 2026 |
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| Park Avenue Securities | 95k | $2.3M | 100% | Jun 2026 |
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| Layline Advisors | 90k | $2.2M | 21% | Jun 2026 |
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| Creative Planning | 84k | $2.1M | 9% | Jun 2026 |
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| Foundations Investment Advisors | 84k | $2.1M | 8% | Jun 2026 |
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| Moneywise | 82k | $2.0M | 35% | Jun 2026 |
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| Brand Asset Management Group | 80k | $2.0M | -4% | Jun 2026 |
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| Rosenberg Matthew Hamilton | 79k | $1.9M | 0% | Jun 2026 |
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| Rossby Financial, LCC | 78k | $1.9M | 24% | Jun 2026 |
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| First Financial Group Corp | 70k | $1.7M | -4% | Jun 2026 |
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| Altiora Financial Group | 69k | $1.7M | 0% | Jun 2026 |
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| Essex | 69k | $1.7M | -3% | Jun 2026 |
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| Mariner Wealth Advisors | 69k | $1.7M | -23% | Jun 2026 |
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| Thrivent Financial for Lutherans | 68k | $1.7M | 100% | Jun 2026 |
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| ValMark Advisers | 60k | $1.5M | 6% | Jun 2026 |
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| Mutual Advisors | 57k | $1.4M | 1% | Jun 2026 |
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| Monetary Solutions | 52k | $1.3M | 0% | Jun 2026 |
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| Ameriprise Financial | 51k | $1.3M | 9% | Jun 2026 |
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| Cannon Financial Strategists | 48k | $1.2M | -13% | Jun 2026 |
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| Gilpin Wealth Management | 42k | $1.0M | 54% | Jun 2026 |
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| TrueNorth | 41k | $1.0M | 100% | Jun 2026 |
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| Calamos Advisors | 38k | $941k | -12% | Jun 2026 |
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| Coordinated Financial Services | 37k | $912k | 13% | Mar 2026 |
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| Atomi Financial Group | 37k | $903k | 26% | Jun 2026 |
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| Ohe Financial | 36k | $874k | 0% | Jun 2026 |
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| Napier Financial | 35k | $857k | 26% | Jun 2026 |
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| Bsc Private Wealth Management | 35k | $850k | 24% | Jun 2026 |
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| HPM Partners | 35k | $850k | 0% | Jun 2026 |
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| Seek First | 34k | $841k | 1% | Jun 2026 |
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| St. Denis J. Villere & Co | 34k | $831k | 100% | Jun 2026 |
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| Farther Finance Advisors | 32k | $783k | -7% | Jun 2026 |
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| Jane Street | 27k | $660k | -83% | Jun 2026 |
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| Sequoia Financial Advisors | 26k | $647k | 100% | Jun 2026 |
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| Advisor Group Holdings | 25k | $605k | 18% | Jun 2026 |
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| United Capital Financial Advisers | 24k | $593k | 0% | Jun 2026 |
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| Roundview Capital | 24k | $584k | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 24k | $581k | 27% | Jun 2026 |
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| EverSource Wealth Advisors | 23k | $559k | 0% | Jun 2026 |
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| Raymond James Financial | 23k | $554k | 100% | Jun 2026 |
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| Royal Bank of Canada | 22k | $534k | 1875% | Jun 2026 |
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| Envestnet Portfolio Solutions | 22k | $530k | 100% | Jun 2026 |
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| Buckingham Strategic Partners | 21k | $518k | 11% | Jun 2026 |
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| RCS Financial Planning | 20k | $495k | 4% | Jun 2026 |
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| Fortis Group Advisors | 20k | $485k | -6% | Jun 2026 |
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| Lederer & Associates Investment Counsel | 20k | $483k | -2% | Jun 2026 |
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| Steele Capital Management | 19k | $474k | 11% | Jun 2026 |
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| Integrated Wealth Concepts | 19k | $469k | 73% | Jun 2026 |
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| Charles Schwab Trust | 19k | $464k | -9% | Jun 2026 |
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| Christensen, King & Associates Investment Services | 18k | $449k | -6% | Jun 2026 |
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| Wagner Bowman Management | 17k | $429k | 100% | Jun 2026 |
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| Client 1st Advisory Group | 17k | $429k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 16k | $405k | -34% | Jun 2026 |
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| Commonwealth Equity Services | 16k | $386k | 8% | Jun 2026 |
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| Bennett Selby Investments | 16k | $385k | -4% | Jun 2026 |
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| Captrust Financial Advisors | 15k | $375k | 7% | Jun 2026 |
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| Savvy Advisors | 15k | $357k | 15% | Jun 2026 |
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| Concurrent Investment Advisors | 14k | $345k | -13% | Jun 2026 |
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| Lodestone Wealth Management | 14k | $342k | 0% | Jun 2026 |
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| NorthRock Partners | 14k | $338k | 100% | Jun 2026 |
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| Susquehanna International | 14k | $335k | 100% | Jun 2026 |
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| Cary Street Partners Financial | 13k | $322k | 100% | Jun 2026 |
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| FDx Advisors | 13k | $321k | -1% | Jun 2026 |
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| Team Financial Group | 13k | $316k | 132% | Jun 2026 |
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| SCBT Financial Corporation | 13k | $309k | 48% | Jun 2026 |
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| D.B. Root & Company | 12k | $302k | -10% | Jun 2026 |
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| Mayflower Financial Advisors | 12k | $296k | 0% | Jun 2026 |
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| Pensionmark Financial Group | 12k | $284k | 100% | Jun 2026 |
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| Focus Financial Network | 12k | $283k | 1% | Jun 2026 |
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| Peapack Gladstone Financial Corp | 11k | $277k | 0% | Jun 2026 |
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| Beacon Pointe Advisors | 11k | $266k | 0% | Jun 2026 |
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| Valtinson Bruner Financial Planning | 10k | $246k | 100% | Jun 2026 |
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| Amara Financial | 9.5k | $234k | 3% | Jun 2026 |
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| Northstar Advisory Group | 9.3k | $230k | 0% | Jun 2026 |
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| Oppenheimer & Co | 9.3k | $230k | 100% | Jun 2026 |
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| Burling Wealth Partners | 9.2k | $228k | 0% | Jun 2026 |
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| Brookstone Capital Management | 9.2k | $226k | 100% | Jun 2026 |
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| Kovack Advisors | 8.9k | $218k | 0% | Jun 2026 |
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| KWMG | 8.7k | $214k | 100% | Jun 2026 |
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| Global Trust Asset Management | 8.5k | $210k | 21% | Jun 2026 |
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| Worth Asset Management | 8.4k | $207k | 100% | Jun 2026 |
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| Abacus Wealth Partners | 8.2k | $201k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 7.0k | $173k | 250% | Jun 2026 |
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| Bryn Mawr Trust | 6.8k | $167k | 0% | Jun 2026 |
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| FMR | 6.5k | $160k | 30% | Jun 2026 |
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| Institute For Wealth Management | 6.3k | $155k | 100% | Jun 2026 |
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| Parallel Advisors | 6.0k | $148k | 0% | Jun 2026 |
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| Harbour Investments | 5.1k | $125k | -9% | Jun 2026 |
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| Aptus Capital Advisors | 4.6k | $113k | 13% | Jun 2026 |
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| IFP Advisors | 4.4k | $109k | 454% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 3.1k | $75k | 100% | Jun 2026 |
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| Howe and Rusling | 2.7k | $66k | 0% | Jun 2026 |
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| Ancora Advisors | 2.6k | $64k | 0% | Jun 2026 |
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| Creative Financial Designs | 2.6k | $64k | 0% | Jun 2026 |
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| Transamerica Financial Advisors | 2.0k | $50k | 100% | Jun 2026 |
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| VSM Wealth Advisory | 2.0k | $48k | 0% | Jun 2026 |
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| Larson Financial Group | 1.6k | $40k | 100% | Jun 2026 |
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| CoreCap Advisors | 1.6k | $39k | 0% | Jun 2026 |
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| Cassaday & Co Wealth Management | 1.6k | $39k | 0% | Jun 2026 |
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| Morgan Stanley | 1.5k | $37k | 1% | Mar 2026 |
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| Strategic Wealth Partners | 1.5k | $36k | 0% | Jun 2026 |
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| Fairscale Capital | 1.4k | $36k | 0% | Jun 2026 |
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| Action Point Financial Planning | 1.4k | $35k | 100% | Jun 2026 |
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| Hamilton Point Investment Advisors | 1.4k | $34k | 100% | Jun 2026 |
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| Pnc Financial Services | 1.1k | $27k | 100% | Jun 2026 |
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| Ronald Blue Trust | 1.0k | $25k | 100% | Jun 2026 |
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| Geneos Wealth Management | 1.0k | $25k | 0% | Jun 2026 |
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| MidFirst Bank | 925.00 | $23k | 0% | Jun 2026 |
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| Nalls Sherbakoff Group | 832.00 | $21k | -47% | Jun 2026 |
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| IFG Advisory | 824.00 | $20k | 100% | Jun 2026 |
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| Piscataqua Savings Bank | 711.00 | $18k | 0% | Jun 2026 |
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| Global Retirement Partners | 417.00 | $10k | 2% | Jun 2026 |
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| Breakwater Investment Management | 406.00 | $10k | 0% | Jun 2026 |
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| AE Wealth Management | 400.00 | $9.9k | -72% | Jun 2026 |
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| Silicon Valley Capital Partners | 378.00 | $9.3k | 1% | Mar 2026 |
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| Blueline Advisors | 300.00 | $7.4k | 0% | Jun 2026 |
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| BlackRock | 274.00 | $6.8k | 100% | Jun 2026 |
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| Franklin Resources | 232.00 | $5.7k | 0% | Jun 2026 |
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| Compass Financial Management | 229.00 | $5.6k | 100% | Jun 2026 |
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| LifeSteps Financial | 200.00 | $4.9k | 100% | Jun 2026 |
|
| Phillips Financial Management | 189.00 | $4.7k | -72% | Jun 2026 |
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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 |
|---|---|---|---|
| Victrix Investment Advisors | Mar 2026 | 78k | $1.9M |
| Golden State Equity Partners | Mar 2026 | 24k | $600k |
| Wedmont Private Capital | Mar 2026 | 24k | $585k |
| CI Private Wealth | Mar 2026 | 15k | $378k |
| Betterment | Mar 2026 | 9.0k | $224k |
| JDM Financial Group | Mar 2026 | 4.0k | $99k |
| MAI Wealth Advisors | Mar 2026 | 1.3k | $33k |