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Disclosery

SCHJ SCHWAB STRATEGIC TR

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1 5YR CORP BD (fund)

119 managers (119 13F filers) reported a position in SCHJ shares at 2025-03-31, 6,890,825 shares in all. 17 filers opened a position and 9 filers sold out during the quarter.

Managers
119
13F filers
119
New
17
Added
39
Reduced
34
Sold out
9
Shares held by filers
6,890,825

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Columbus Macro, LLC435,484$10.7M1.41%-3,59513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC393,922$9.71M<0.01%-6,96113F-HRTimelineGroup
Meridian Wealth Management, LLC363,181$8.95M0.43%+47,04613F-HRTimeline
Cetera Investment Advisers330,732$8.15M0.02%-11,75013F-HRTimeline
White Wing Wealth Management315,963$7.75M6.04%+11,83613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…296,637$7.31M0.01%+5,01113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/279,474$6.89M<0.01%-60,37513F-HRTimelineGroup
Modera Wealth Management, LLC206,155$5.08M0.07%-41413F-HRTimeline
SlateStone Wealth, LLC195,920$4.83M0.48%+44,10613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV195,051$4.81M0.01%+2,89713F-HRTimeline
Cape Investment Advisory, Inc.179,280$4.42M1.76%+2,07513F-HRTimeline
Integrated Wealth Concepts LLC157,637$3.88M0.05%-6,00413F-HRTimeline
LPL Financial LLC157,257$3.87M<0.01%-8,96513F-HRTimeline
HM PAYSON & CO150,000$3.7M0.06%013F-HRTimeline
B. Riley Wealth Advisors, Inc.149,037$3.67M0.11%+15,52213F-HRTimeline
HighTower Advisors, LLC144,534$3.56M<0.01%-71113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC133,105$3.28M0.02%new13F-HRTimelineGroup
VAN STRUM & TOWNE INC.127,052$3.13M1.05%+96713F-HRTimeline
Essex LLC125,075$3.08M0.67%-3,57513F-HRTimeline
Mariner, LLCin group Mariner, LLC121,916$3M<0.01%-13,91813F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC119,474$2.94M1.08%+5,27713F-HRTimeline
Visionary Wealth Advisors116,218$2.86M0.17%-61,14313F-HRTimeline
Clearwater Capital Advisors, LLC106,310$2.62M0.25%-1,51313F-HRTimeline
Compass Financial Group, INC/SD104,584$2.58M0.49%+28,12613F-HRTimeline
White & Co Financial Planning Inc103,965$2.56M2.21%+2,22313F-HRTimeline
Rosenberg Matthew Hamilton97,456$2.4M0.6%-7,16313F-HRTimeline
Foundations Investment Advisors, LLC88,863$2.19M0.04%+5,47313F-HRTimeline
Jackson Creek Investment Advisors LLC84,541$2.08M0.66%+1,07613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,875$1.99M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC76,980$1.9M0.01%+4,48013F-HRTimeline
Altiora Financial Group, LLC69,420$1.71M0.36%013F-HRTimeline
Cambridge Investment Research Advisors,…68,197$1.68M0.01%+21,01013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,600$1.67M<0.01%new13F-HR/ATimelineGroup
Sightline Wealth Advisors, LLC65,289$1.61M0.85%-19,90113F-HRTimeline
Victrix Investment Advisors60,568$1.48M0.78%new13F-HRTimeline
Cannon Financial Strategists, Inc.54,156$1.33M0.23%013F-HRTimeline
Mutual Advisors, LLC51,878$1.28M0.04%-6,99113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,620$1.15M<0.01%+2,94413F-HRTimelineGroup
Valmark Advisers, Inc.45,033$1.11M0.02%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC37,091$914K0.12%+51513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,462$849K<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC33,960$837K0.04%+17,93213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,239$819K<0.01%new13F-HRTimelineGroup
Seek First Inc.32,397$798K0.71%13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co32,200$793K0.07%-15,56613F-HRTimelineGroup
Capasso Planning Partners LLC30,513$752K0.31%-9,12813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…28,400$700K0.01%-3,80013F-HRTimelineGroup
OLD MISSION CAPITAL LLC26,877$662K0.01%new13F-HRTimeline
Stonekeep Investments, LLC26,794$660K0.49%-3,78913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,534$629K<0.01%+2,14613F-HRTimeline
Roundview Capital LLC25,298$623K0.04%+3213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC24,858$613K0.24%-72013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…24,460$603K0.44%+5713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,239$597K<0.01%+1,37013F-HRTimeline
Compound Planning, Inc.23,938$590K0.03%-34513F-HRTimeline
Coordinated Financial Services, Inc./CO23,038$568K0.43%13F-HRTimeline
Wedmont Private Capital22,641$551K0.03%+25213F-HRTimeline
Creative Planningin group Creative Planning20,551$506K<0.01%-99613F-HRTimelineGroup
Level Financial Advisors19,901$490K0.17%new13F-HRTimeline
Kingsview Wealth Management, LLC17,728$437K0.01%+1,86013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA17,752$435K0.02%-14413F-HRTimeline
Farther Finance Advisors, LLC17,297$425K0.01%+62913F-HRTimeline
Christensen, King & Associates Investme…17,187$423K0.2%+2513F-HRTimeline
Perigon Wealth Management, LLC14,357$354K0.01%+6613F-HRTimeline
Lodestone Wealth Management LLC13,870$342K0.18%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,725$338K<0.01%-12713F-HRTimeline
Focus Financial Network, Inc.13,276$327K0.01%+7913F-HRTimeline
AMARA FINANCIAL, LLC.13,106$323K0.3%-33313F-HRTimeline
TOWNSQUARE CAPITAL LLC12,422$306K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,074$298K<0.01%-11,04413F-HRTimelineGroup
FDx Advisors, Inc.11,797$291K0.09%+2513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,723$289K0.02%+7013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,220$276K<0.01%013F-HRTimeline
Worth Asset Management, LLC11,018$271K0.15%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,688$263K0.05%+1,40013F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,482$258K0.07%new13F-HRTimelineGroup
Maridea Wealth Management LLC10,482$258K0.08%new13F-HRTimeline
Mayflower Financial Advisors, LLC10,212$252K0.04%013F-HRTimeline
First Financial Group Corp9,100$224K0.25%013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…8,811$217K0.02%-18,89113F-HRTimelineGroup
Savvy Advisors, Inc.8,804$217K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC8,682$214K0.01%new13F-HRTimeline
Global Trust Asset Management, LLC8,680$214K0.13%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,677$214K<0.01%-1,16813F-HRTimelineGroup
Heritage Financial Services, LLC8,290$204K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,160$176K<0.01%-36013F-HRTimelineGroup
Parallel Advisors, LLC5,998$148K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,861$144K<0.01%-8,69213F-HRTimeline
Aptus Capital Advisors, LLC5,529$136K<0.01%+92713F-HRTimeline
Wilmington Savings Fund Society, FSB5,400$133K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC4,981$123K0.04%+813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,635$114K<0.01%-8,12113F-HRTimelineGroup
Sound Income Strategies, LLC3,562$87.8K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,602$64.1K<0.01%-84413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,262$55.7K<0.01%+1,13113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,223$54.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC2,090$51.5K0.01%+1713F-HRTimeline
HOWE & RUSLING INC1,684$41.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,574$38.8K<0.01%+2113F-HRTimeline
MAI Capital Management1,349$33.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,112$27.4K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,106$27.3K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,096$27K<0.01%-99413F-HR/ATimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC687$16.9K<0.01%-18913F-HRTimeline
Woodside Wealth Management LLC510$12.6K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.411$10K<0.01%+513F-HRTimelineGroup
Breakwater Investment Management406$10K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC285$7.02K<0.01%+6013F-HRTimelineGroup
Valued Wealth Advisors LLC257$6.33K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\240$5.91K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC157$4K<0.01%013F-HRTimelineGroup
GRAYBILL WEALTH MANAGEMENT, LTD.150$3.7K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC80$1.95K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.64$1.58K<0.01%+3213F-HRTimelineGroup
North Capital, Inc.39$961<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22$542<0.01%013F-HRTimelineGroup
Allworth Financial LP2$51<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$25<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.