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Disclosery

SCHJ SCHWAB STRATEGIC TR

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1 5YR CORP BD (fund)

122 managers (122 13F filers) reported a position in SCHJ shares at 2025-06-30, 6,538,872 shares in all. 15 filers opened a position and 13 filers sold out during the quarter.

Managers
122
13F filers
122
New
15
Added
39
Reduced
39
Sold out
13
Shares held by filers
6,538,872

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Columbus Macro, LLC426,824$10.6M1.3%-8,66013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC374,983$9.3M<0.01%-18,93913F-HRTimelineGroup
Meridian Wealth Management, LLC372,585$9.24M0.39%+9,40413F-HRTimeline
White Wing Wealth Management324,033$8.04M5.45%+8,07013F-HRTimeline
Cetera Investment Advisers311,546$7.73M0.01%-19,18613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…299,200$7.39M0.01%+2,56313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/249,350$6.19M<0.01%-30,12413F-HRTimelineGroup
SlateStone Wealth, LLC232,966$5.78M0.54%+37,04613F-HRTimeline
Modera Wealth Management, LLC205,449$5.1M0.06%-70613F-HRTimeline
AlphaStar Capital Management, LLC192,974$4.79M0.34%new13F-HRTimeline
Cape Investment Advisory, Inc.183,551$4.55M1.66%+4,27113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC166,471$4.13M0.02%+33,36613F-HRTimelineGroup
VAN STRUM & TOWNE INC.163,092$4.05M1.28%+36,04013F-HRTimeline
Integrated Wealth Concepts LLC158,176$3.92M0.04%+53913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV146,111$3.63M0.01%-48,94013F-HRTimeline
HighTower Advisors, LLC145,439$3.61M<0.01%+90513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC138,956$3.45M1.17%+19,48213F-HRTimeline
Essex LLC128,883$3.2M0.63%+3,80813F-HRTimeline
Compass Financial Group, INC/SD125,310$3.11M0.51%+20,72613F-HRTimeline
HM PAYSON & CO108,253$2.69M0.04%-41,74713F-HRTimeline
Clearwater Capital Advisors, LLC105,862$2.63M0.24%-44813F-HRTimeline
White & Co Financial Planning Inc104,319$2.59M2.07%+35413F-HRTimeline
Foundations Investment Advisors, LLC99,349$2.46M0.04%+10,48613F-HRTimeline
Jackson Creek Investment Advisors LLC83,194$2.06M0.56%-1,34713F-HRTimeline
Sanctuary Advisors, LLC82,080$2.04M0.01%+5,10013F-HRTimeline
Rosenberg Matthew Hamilton81,616$2.02M0.47%-15,84013F-HRTimeline
Altiora Financial Group, LLC69,420$1.72M0.34%013F-HRTimeline
Sightline Wealth Advisors, LLC64,967$1.61M0.78%-32213F-HRTimeline
Cambridge Investment Research Advisors,…62,613$1.55M<0.01%-5,58413F-HRTimeline
Victrix Investment Advisors60,843$1.51M0.67%+27513F-HRTimeline
LPL Financial LLC56,226$1.39M<0.01%-101,03113F-HRTimeline
Cannon Financial Strategists, Inc.54,156$1.34M0.21%013F-HRTimeline
FLOW TRADERS U.S. LLC53,843$1.34M0.05%+19,88313F-HRTimeline
Mutual Advisors, LLC52,953$1.31M0.03%+1,07513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC45,970$1.14M<0.01%-65013F-HRTimelineGroup
Valmark Advisers, Inc.45,033$1.12M0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC39,287$975K<0.01%-82,62913F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC37,997$943K0.12%+90613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,462$855K<0.01%013F-HRTimelineGroup
Seek First Inc.32,755$813K0.66%+35813F-HR/ATimeline
Calamos Advisors LLCin group Calamos Advisors LLC31,738$787K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC29,473$731K0.01%+12,17613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…28,325$703K0.01%-7513F-HRTimelineGroup
Creative Planningin group Creative Planning25,195$625K<0.01%+4,64413F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…24,435$606K0.4%-2513F-HRTimeline
Roundview Capital LLC23,790$590K0.04%-1,50813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,658$587K<0.01%-58113F-HRTimeline
Compound Planning, Inc.22,861$567K0.02%-1,07713F-HRTimeline
Wedmont Private Capital22,897$566K0.02%+25613F-HRTimeline
Stonekeep Investments, LLC22,378$555K0.37%-4,41613F-HRTimeline
Coordinated Financial Services, Inc.22,245$552K0.38%13F-HRTimeline
Betterment LLC21,189$526K<0.01%new13F-HRTimeline
Level Financial Advisors19,901$494K0.15%013F-HRTimeline
Kingsview Wealth Management, LLC19,682$488K0.01%+1,95413F-HRTimeline
OLD MISSION CAPITAL LLC19,583$486K0.01%-7,29413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,945$470K<0.01%-61,93013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth18,737$465K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,458$458K<0.01%-7,07613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC18,168$451K0.16%-6,69013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co17,683$439K0.03%-14,51713F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA17,666$438K0.02%-8613F-HRTimeline
Christensen, King & Associates Investme…17,015$422K0.19%-17213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,751$416K<0.01%+4,67713F-HR/ATimelineGroup
Capasso Planning Partners LLC16,226$403K0.23%-14,28713F-HRTimeline
Perigon Wealth Management, LLC14,451$359K0.01%+9413F-HRTimeline
Lodestone Wealth Management LLC13,870$344K0.17%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,725$341K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,604$338K<0.01%+6,44413F-HRTimelineGroup
Focus Financial Network, Inc.13,389$332K0.01%+11313F-HRTimeline
Signal Advisors Wealth, LLC12,384$307K0.02%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC12,240$304K0.06%new13F-HRTimeline
First Financial Group Corp12,085$300K0.29%+2,98513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,824$293K0.02%+10113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,220$278K<0.01%013F-HRTimeline
FDx Advisors, Inc.11,154$277K0.08%-64313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,988$273K0.05%+30013F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,636$264K<0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC10,256$254K0.04%+4413F-HRTimeline
Worth Asset Management, LLC9,873$245K0.12%-1,14513F-HRTimeline
XY Planning Network, Inc.8,901$221K0.08%new13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…8,821$219K0.02%+1013F-HRTimelineGroup
Dynamic Advisor Solutions LLC8,646$215K0.01%-3613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC8,505$211K0.05%-1,97713F-HRTimelineGroup
Maridea Wealth Management LLC8,505$211K0.05%-1,97713F-HRTimeline
Heritage Financial Services, LLC8,290$206K0.02%013F-HRTimeline
Global Trust Asset Management, LLC6,000$149K0.08%-2,68013F-HRTimeline
Quaker Wealth Management, LLC6,000$149K0.05%new13F-HRTimeline
Parallel Advisors, LLC5,998$149K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC5,545$138K<0.01%+1613F-HRTimeline
Wilmington Savings Fund Society, FSB5,400$134K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,074$126K<0.01%-78713F-HRTimeline
VSM Wealth Advisory, LLC4,993$124K0.04%+1213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,208$104K<0.01%-42713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,602$64.6K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,405$59.7K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,262$56.1K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,223$55.1K<0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.1,700$42.2K<0.01%13F-HRTimeline
HOWE & RUSLING INC1,684$41.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,574$39.1K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,547$38K<0.01%+45113F-HR/ATimelineGroup
MAI Capital Management1,349$33.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC1,106$27.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,000$24.8K<0.01%-11213F-HRTimeline
REAP Financial Group, LLC846$21K<0.01%-1,24413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC687$17K<0.01%013F-HRTimeline
Woodside Wealth Management LLC510$12.7K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.414$10.3K<0.01%+313F-HRTimelineGroup
Breakwater Investment Management406$10.1K<0.01%013F-HRTimeline
Silicon Valley Capital Partners365$9.06K<0.01%new13F-HRTimeline
AlphaCore Capital LLC350$8.68K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC344$8.54K<0.01%+5913F-HRTimelineGroup
Moser Wealth Advisors, LLC256$6.35K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\240$5.95K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC157$4K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc58$1.44K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$1.09K<0.01%+2213F-HRTimelineGroup
North Capital, Inc.39$968<0.01%013F-HRTimeline
Larson Financial Group LLC20$496<0.01%new13F-HRTimeline
Allworth Financial LP2$52<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.