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Disclosery

SCHJ SCHWAB STRATEGIC TR

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1 5YR CORP BD (fund)

151 managers (152 13F filers) reported a position in SCHJ shares at 2026-06-30, 12,873,565 shares in all. 33 filers opened a position and 7 filers sold out during the quarter.

Managers
151
13F filers
152
New
33
Added
56
Reduced
31
Sold out
7
Shares held by filers
12,873,565

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,579,310$38.9M+1,193,103Timeline
Hamrick Investment Counsel, llc746,160$18.4M12.2%+3,63713F-HRTimeline
HARTLINE INVESTMENT CORP/741,444$18.3M1.59%+101,11913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP721,760$17.8M0.18%new13F-HRTimelineGroup
Cetera Investment Advisers456,337$11.3M0.01%+67,54313F-HRTimeline
Columbus Macro, LLC418,460$10.3M1%+6,49713F-HRTimeline
White Wing Wealth Management417,474$10.3M5.37%-49,34413F-HRTimeline
Sightline Wealth Advisors, LLC416,772$10.3M3.76%+43,23613F-HRTimeline
LPL Financial LLC412,877$10.2M<0.01%+356,70613F-HRTimeline
Cape Investment Advisory, Inc.346,191$8.54M2.28%+5,94513F-HRTimeline
SlateStone Wealth, LLC321,351$7.92M0.61%+1,56313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/305,331$7.53M<0.01%+17,62913F-HRTimelineGroup
Meridian Wealth Management, LLC301,188$7.43M0.23%+7,55313F-HRTimeline
MML INVESTORS SERVICES, LLC272,850$6.73M0.01%new13F-HRTimeline
FF Advisors,LLC264,253$6.52M2.44%+125,05813F-HRTimeline
Compass Financial Group, INC/SD244,346$6.03M0.69%+28,59613F-HRTimeline
VAN STRUM & TOWNE INC.218,661$5.39M1.47%+6,11113F-HRTimeline
Waverly Advisors, LLC205,206$5.06M0.03%+16,76813F-HRTimeline
HighTower Advisors, LLC186,597$4.6M<0.01%-8,70513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN186,053$4.59M<0.01%+185,84413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO167,948$4.15M<0.01%+114,52913F-HRTimelineGroup
Modera Wealth Management, LLC165,267$4.08M0.04%-2,05413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC162,493$4.01M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC156,918$3.87M0.01%-20,57613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…154,856$3.8M0.01%-5,96613F-HRTimeline
Yanni & Associates Investment Advisors,…145,694$3.59M3.32%+2,29413F-HRTimeline
White & Co Financial Planning Inc141,293$3.48M2.16%+20,77513F-HRTimeline
MFG WEALTH MANAGEMENT, INC.124,377$3.07M2.19%+3,46313F-HRTimeline
Summit Financial, LLC123,402$3.04M0.03%+8,35413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV113,223$2.79M<0.01%-11,37413F-HR/ATimeline
Sanctuary Advisors, LLC111,130$2.74M0.01%+29,89013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC95,218$2.35M0.01%new13F-HRTimelineGroup
Layline Advisors, LLC89,830$2.22M1.99%13F-HRTimeline
Creative Planningin group Creative Planning84,322$2.08M<0.01%+7,10613F-HRTimelineGroup
Foundations Investment Advisors, LLC83,507$2.06M0.02%+5,96113F-HRTimeline
MONEYWISE, INC.82,313$2.03M0.76%+21,13213F-HRTimeline
Brand Asset Management Group, Inc.79,747$1.97M0.43%-3,56613F-HRTimeline
Rosenberg Matthew Hamilton78,990$1.95M0.36%-13113F-HRTimeline
Rossby Financial, LCC78,377$1.93M0.35%+15,32713F-HRTimeline
First Financial Group Corp70,070$1.73M1.25%-2,94013F-HRTimeline
Altiora Financial Group, LLC69,420$1.71M0.27%013F-HRTimeline
Essex LLC69,134$1.7M0.26%-2,43713F-HRTimeline
Mariner, LLCin group Mariner, LLC68,658$1.69M<0.01%-20,11813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…67,476$1.66M<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.59,930$1.48M0.02%+3,34713F-HRTimeline
Mutual Advisors, LLC56,710$1.4M0.03%+36913F-HRTimeline
Monetary Solutions, Ltd51,630$1.27M1.1%+4413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,397$1.27M<0.01%+4,08413F-HRTimelineGroup
Cannon Financial Strategists, Inc.47,552$1.17M0.13%-7,40613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC41,925$1.03M0.72%+14,72513F-HRTimeline
IMA Advisory Services, Inc.41,048$1.01M0.06%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC38,140$941K<0.01%-5,44813F-HRTimelineGroup
Compound Planning, Inc.36,619$903K0.02%+7,52213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,453$874K0.08%-2513F-HRTimeline
Napier Financial, LLC34,740$857K0.18%+7,21513F-HRTimeline
Clearwater Capital Advisors, LLC34,477$850K0.06%+6,67713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,466$850K<0.01%013F-HRTimelineGroup
Seek First Inc.34,109$841K0.53%+37613F-HRTimeline
VILLERE ST DENIS J & CO LLC33,711$831K0.1%new13F-HRTimeline
Farther Finance Advisors, LLC31,769$783K0.01%-2,40813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,743$659K<0.01%-134,12913F-HRTimelineGroup
Sequoia Financial Advisors, LLC26,246$647K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,538$605K<0.01%+3,68413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,036$592K<0.01%013F-HRTimelineGroup
Roundview Capital LLC23,676$584K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…23,574$581K<0.01%+4,96713F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…22,675$559K0.02%-7413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,462$554K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC21,749$536K<0.01%+10,77413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,663$535K<0.01%+20,56613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21,529$531K<0.01%+20,03613F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth20,993$518K<0.01%+2,10513F-HRTimelineGroup
RCS Financial Planning, LLC20,083$495K0.23%+84213F-HRTimeline
Fortis Group Advisors, LLC19,650$485K0.08%-1,33013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…19,604$483K0.32%-36713F-HRTimeline
Steele Capital Management, Inc.19,214$474K0.02%+1,95013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co18,804$464K0.03%-1,84713F-HRTimelineGroup
Christensen, King & Associates Investme…18,203$449K0.18%-1,14613F-HRTimeline
WBH ADVISORY INC17,411$429K0.03%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC17,380$429K0.12%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,438$405K<0.01%-8,35113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,669$386K<0.01%+1,11113F-HRTimeline
BENNETT SELBY INVESTMENTS LP15,618$385K0.12%-63513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,190$375K<0.01%+1,03113F-HRTimeline
Savvy Advisors, Inc.14,481$357K0.01%+1,94213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,995$345K<0.01%-2,10213F-HRTimelineGroup
Lodestone Wealth Management LLC13,870$342K0.12%013F-HRTimeline
NorthRock Partners, LLC13,695$338K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,583$335K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,075$322K0.01%new13F-HRTimelineGroup
FDx Advisors, Inc.13,010$321K0.1%-8213F-HRTimeline
Team Financial Group, LLC12,806$316K0.13%+7,28013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,515$309K0.01%+4,05813F-HRTimelineGroup
D.B. Root & Company, LLC12,255$302K0.06%-1,41413F-HRTimeline
Mayflower Financial Advisors, LLC11,981$295K0.03%+1813F-HRTimeline
World Investment Advisors11,505$284K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.11,472$283K0.01%+9313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,220$277K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC10,776$266K<0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC9,968$246K0.06%new13F-HRTimeline
AMARA FINANCIAL, LLC.9,472$234K0.14%+25913F-HRTimeline
Northstar Advisory Group, LLC9,343$230K0.07%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,321$230K<0.01%new13F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC9,240$228K0.03%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,165$226K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.8,882$218K0.01%013F-HRTimeline
KWMG, LLC8,693$214K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC8,500$210K0.07%+1,50013F-HRTimeline
Worth Asset Management, LLC8,395$207K0.07%new13F-HRTimeline
Abacus Wealth Partners, LLC8,157$201K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,000$173K<0.01%+5,00013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,750$166K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC6,470$160K<0.01%+1,47413F-HRTimelineGroup
Institute for Wealth Management, LLC.6,280$155K0.01%new13F-HRTimeline
Parallel Advisors, LLC5,998$148K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,058$125K<0.01%-49513F-HRTimeline
Aptus Capital Advisors, LLC4,599$113K<0.01%+53813F-HRTimeline
IFP Advisors, Inc4,436$109K<0.01%+3,63613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,051$75.2K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC2,686$66.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,602$64.2K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,600$64.1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,027$50K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC1,964$48.4K0.01%013F-HRTimeline
Larson Financial Group LLC1,622$40K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,574$38.8K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,574$38.8K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,456$35.9K<0.01%013F-HRTimeline
Fairscale Capital, LLC1,449$35.7K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,400$34.5K<0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC1,380$34K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,074$26.5K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.1,005$24.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,000$24.7K<0.01%013F-HRTimeline
MidFirst Bank925$22.8K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC832$20.5K0.01%-73113F-HRTimeline
IFG Advisory, LLC824$20.3K<0.01%new13F-HRTimeline
Piscataqua Savings Bank711$17.5K0.01%013F-HRTimeline
Global Retirement Partners, LLC417$10.3K<0.01%13F-HRTimeline
Breakwater Investment Management406$10K<0.01%013F-HRTimeline
AE Wealth Management LLC400$9.86K<0.01%-1,00913F-HRTimeline
BLUELINE ADVISORS LLC300$7.4K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.274$6.76K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources232$5.72K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC229$5.65K<0.01%13F-HRTimeline
LifeSteps Financial, Inc.200$4.93K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC189$4.66K<0.01%-49813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$1.53K<0.01%-1413F-HRTimelineGroup
Signature Equity Partners, LLC18$444<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6$148<0.01%013F-HRTimeline
Allworth Financial LP2$54<0.01%013F-HRTimeline