SCHJ Institutional Ownership
Schwab 1-5 Year Corporate Bond ETF
1W: -0.1%
1M: -1.4%
3M: -2.3%
YTD: -2.7%
1Y: -2.4%
3Y: +12.7%
5Y: +5.2%
$24.04
-0.01 (-0.04%)
Weekly Expected Move ±0.4%
$24
$24
$24
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SCHJ
162
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
316M
Total Invested
36
New Positions
59
Increased
38
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (176 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 1,557,816 | $37M | +1,171,609 | +303.4% | 22Q | SEC ↗ |
| 2 | Hamrick Investment Counsel, llc | 746,160 | $18M | +3,637 | +0.5% | 3Q | SEC ↗ |
| 3 | HARTLINE INVESTMENT CORP | 741,444 | $18M | +101,119 | +15.8% | 4Q | SEC ↗ |
| 4 | ALLSTATE CORP NEW | 721,760 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 456,337 | $11M | +67,543 | +17.4% | 11Q | SEC ↗ |
| 6 | Columbus Macro, LLC | 418,460 | $10M | +6,497 | +1.6% | 11Q | SEC ↗ |
| 7 | White Wing Wealth Management | 417,474 | $10M | -49,344 | -10.6% | 10Q | SEC ↗ |
| 8 | Sightline Wealth Advisors, LLC | 416,772 | $10M | +43,236 | +11.6% | 7Q | SEC ↗ |
| 9 | LPL Financial LLC | 412,877 | $10M | +356,706 | +635.0% | 13Q | SEC ↗ |
| 10 | Cape Investment Advisory, Inc. | 346,191 | $8M | +5,945 | +1.7% | 3Q | SEC ↗ |
| 11 | SlateStone Wealth, LLC | 321,351 | $8M | +1,563 | +0.5% | 8Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 305,331 | $7M | +17,629 | +6.1% | 15Q | SEC ↗ |
| 13 | Meridian Wealth Management, LLC | 301,188 | $7M | +7,553 | +2.6% | 8Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC NEW | 272,850 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 15 | FF Advisors,LLC | 264,253 | $6M | +125,058 | +89.8% | 2Q | SEC ↗ |
| 16 | Compass Financial Group, INC/SD | 244,346 | $6M | +28,596 | +13.3% | 15Q | SEC ↗ |
| 17 | VAN STRUM & TOWNE INC. | 218,661 | $5M | +6,111 | +2.9% | 20Q | SEC ↗ |
| 18 | Waverly Advisors, LLC | 205,206 | $5M | +16,768 | +8.9% | 2Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 186,597 | $4M | -8,705 | -4.5% | 12Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 186,053 | $4M | +185,844 | +88920.6% | 2Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 167,948 | $4M | +114,529 | +214.4% | 12Q | SEC ↗ |
| 22 | Modera Wealth Management, LLC | 165,267 | $4M | -2,054 | -1.2% | 13Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC NEW | 162,493 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 156,918 | $4M | -20,576 | -11.6% | 6Q | SEC ↗ |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 154,856 | $4M | -5,966 | -3.7% | 12Q | SEC ↗ |
| 26 | Yanni & Associates Investment Advisors | 145,694 | $4M | +2,294 | +1.6% | 3Q | SEC ↗ |
| 27 | White & Co Financial Planning Inc | 141,293 | $3M | +20,775 | +17.2% | 7Q | SEC ↗ |
| 28 | MFG WEALTH MANAGEMENT, INC. | 124,377 | $3M | +3,463 | +2.9% | 4Q | SEC ↗ |
| 29 | Summit Financial, LLC | 123,402 | $3M | +8,354 | +7.3% | 4Q | SEC ↗ |
| 30 | MERCER GLOBAL ADVISORS INC /ADV | 113,223 | $3M | -11,374 | -9.1% | 7Q | SEC ↗ |
| 31 | Sanctuary Advisors, LLC | 111,130 | $3M | +29,890 | +36.8% | 9Q | SEC ↗ |
| 32 | PARK AVENUE SECURITIES LLC NEW | 95,218 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Layline Advisors, LLC | 89,830 | $2M | +15,837 | +21.4% | 2Q | SEC ↗ |
| 34 | Creative Planning | 84,322 | $2M | +7,106 | +9.2% | 19Q | SEC ↗ |
| 35 | Foundations Investment Advisors, LLC | 83,507 | $2M | +5,961 | +7.7% | 10Q | SEC ↗ |
| 36 | MONEYWISE, INC. | 82,313 | $2M | +21,132 | +34.5% | 3Q | SEC ↗ |
| 37 | Brand Asset Management Group, Inc. | 79,747 | $2M | -3,566 | -4.3% | 4Q | SEC ↗ |
| 38 | Rosenberg Matthew Hamilton | 78,990 | $2M | -131 | -0.2% | 16Q | SEC ↗ |
| 39 | Rossby Financial, LCC | 78,377 | $2M | +15,327 | +24.3% | 2Q | SEC ↗ |
| 40 | First Financial Group Corp | 70,070 | $2M | -2,940 | -4.0% | 7Q | SEC ↗ |
| 41 | Altiora Financial Group, LLC | 69,420 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 42 | Essex LLC | 69,134 | $2M | -2,437 | -3.4% | 15Q | SEC ↗ |
| 43 | Mariner, LLC | 68,658 | $2M | -20,118 | -22.7% | 16Q | SEC ↗ |
| 44 | Thrivent Financial for Lutherans NEW | 67,476 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Valmark Advisers, Inc. | 59,930 | $1M | +3,347 | +5.9% | 19Q | SEC ↗ |
| 46 | Mutual Advisors, LLC | 56,710 | $1M | +369 | +0.7% | 13Q | SEC ↗ |
| 47 | Monetary Solutions, Ltd | 51,630 | $1M | +44 | +0.1% | 3Q | SEC ↗ |
| 48 | AMERIPRISE FINANCIAL INC | 51,397 | $1M | +4,084 | +8.6% | 15Q | SEC ↗ |
| 49 | Cannon Financial Strategists, Inc. | 47,552 | $1M | -7,406 | -13.5% | 14Q | SEC ↗ |
| 50 | GILPIN WEALTH MANAGEMENT, LLC | 41,925 | $1M | +14,725 | +54.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ALLSTATE CORP | 721,760 | $17M |
| MML INVESTORS SERVICES, LLC | 272,850 | $7M |
| GOLDMAN SACHS GROUP INC | 162,493 | $4M |
| PARK AVENUE SECURITIES LLC | 95,218 | $2M |
| Thrivent Financial for Lutherans | 67,476 | $2M |
| IMA Advisory Services, Inc. | 41,048 | $987K |
| VILLERE ST DENIS J & CO LLC | 33,711 | $810K |
| Sequoia Financial Advisors, LLC | 26,246 | $631K |
| RAYMOND JAMES FINANCIAL INC | 22,462 | $540K |
| Envestnet Portfolio Solutions, Inc. | 21,494 | $517K |
| WBH ADVISORY INC | 17,411 | $419K |
| NorthRock Partners, LLC | 13,695 | $329K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,583 | $327K |
| CARY STREET PARTNERS FINANCIAL LLC | 13,075 | $314K |
| World Investment Advisors | 11,505 | $277K |
| Valtinson Bruner Financial Planning | 9,968 | $240K |
| OPPENHEIMER & CO INC | 9,321 | $224K |
| Brookstone Capital Management | 9,165 | $220K |
| KWMG, LLC | 8,693 | $209K |
| Worth Asset Management, LLC | 8,395 | $202K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Victrix Investment Advisors | 78,322 | $2M |
| Vilga Financial Planning LLC | 61,668 | $1M |
| CITADEL ADVISORS LLC | 42,073 | $1M |
| ORSER CAPITAL MANAGEMENT, LLC | 31,930 | $768K |
| Ascentis Independent Advisors | 24,279 | $584K |
| Wedmont Private Capital | 23,674 | $569K |
| CacheTech Inc. | 18,340 | $441K |
| Betterment LLC | 9,040 | $217K |
| WorthPointe, LLC | 8,532 | $205K |
| Maridea Wealth Management LLC | 8,368 | $201K |
| WBI INVESTMENTS, LLC | 8,368 | $201K |
| JDM Financial Group LLC | 4,012 | $96K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,918 | $46K |
| MAI Capital Management | 1,338 | $32K |
| Western Wealth Management, LLC | 1,100 | $26K |
| Woodside Wealth Management LLC | 510 | $12K |
| AlphaCore Capital LLC | 350 | $8K |
| SageView Advisory Group, LLC | 118 | $3K |
| JONES FINANCIAL COMPANIES LLLP | 111 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +1,171,609 | +303.4% | 1,557,816 |
| LPL Financial LLC | +356,706 | +635.0% | 412,877 |
| WELLS FARGO & COMPANY/MN | +185,844 | +88920.6% | 186,053 |
| FF Advisors,LLC | +125,058 | +89.8% | 264,253 |
| JPMORGAN CHASE & CO | +114,529 | +214.4% | 167,948 |
| HARTLINE INVESTMENT CORP | +101,119 | +15.8% | 741,444 |
| Cetera Investment Advisers | +67,543 | +17.4% | 456,337 |
| Sightline Wealth Advisors, LLC | +43,236 | +11.6% | 416,772 |
| Sanctuary Advisors, LLC | +29,890 | +36.8% | 111,130 |
| Compass Financial Group, INC/SD | +28,596 | +13.3% | 244,346 |
| MONEYWISE, INC. | +21,132 | +34.5% | 82,313 |
| White & Co Financial Planning Inc | +20,775 | +17.2% | 141,293 |
| ROYAL BANK OF CANADA | +20,567 | +1876.6% | 21,663 |
| MORGAN STANLEY | +20,036 | +1342.0% | 21,529 |
| BANK OF AMERICA CORP /DE | +17,629 | +6.1% | 305,331 |
| Waverly Advisors, LLC | +16,768 | +8.9% | 205,206 |
| Layline Advisors, LLC | +15,837 | +21.4% | 89,830 |
| Rossby Financial, LCC | +15,327 | +24.3% | 78,377 |
| GILPIN WEALTH MANAGEMENT, LLC | +14,725 | +54.1% | 41,925 |
| Summit Financial, LLC | +8,354 | +7.3% | 123,402 |