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Disclosery

SCHJ SCHWAB STRATEGIC TR

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1 5YR CORP BD (fund)

113 managers (113 13F filers) reported a position in SCHJ shares at 2025-09-30, 6,584,874 shares in all. 18 filers opened a position and 24 filers sold out during the quarter.

Managers
113
13F filers
113
New
18
Added
46
Reduced
26
Sold out
24
Shares held by filers
6,584,874

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC433,549$10.8M1.23%+6,72513F-HRTimeline
Meridian Wealth Management, LLC395,852$9.87M0.38%+23,26713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC377,783$9.42M<0.01%+2,80013F-HRTimelineGroup
White Wing Wealth Management345,003$8.59M5.34%+20,97013F-HRTimeline
Cetera Investment Advisers334,977$8.36M0.01%+23,43113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…315,129$7.85M0.01%+15,92913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/264,968$6.61M<0.01%+15,61813F-HR/ATimelineGroup
Summit Financial, LLC216,246$5.39M0.08%new13F-HRTimeline
Modera Wealth Management, LLC213,106$5.32M0.06%+7,65713F-HRTimeline
SlateStone Wealth, LLC206,657$5.16M0.45%-26,30913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC202,510$5.05M0.02%+36,03913F-HRTimelineGroup
Integrated Wealth Concepts LLC172,541$4.3M0.04%+14,36513F-HRTimeline
VAN STRUM & TOWNE INC.163,776$4.09M1.2%+68413F-HRTimeline
HighTower Advisors, LLC151,501$3.78M<0.01%+6,06213F-HRTimeline
Compass Financial Group, INC/SD149,136$3.72M0.56%+23,82613F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC148,283$3.7M1.16%+9,32713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV140,826$3.51M0.01%-5,28513F-HRTimeline
Sightline Wealth Advisors, LLC139,357$3.48M1.57%+74,39013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.120,213$3M2.26%new13F-HRTimeline
White & Co Financial Planning Inc108,011$2.69M2.03%+3,69213F-HRTimeline
Essex LLC106,340$2.65M0.48%-22,54313F-HRTimeline
Clearwater Capital Advisors, LLC105,642$2.64M0.22%-22013F-HRTimeline
Foundations Investment Advisors, LLC105,164$2.62M0.04%+5,81513F-HRTimeline
Brand Asset Management Group, Inc.84,118$2.1M0.59%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC81,631$2.04M<0.01%+62,68613F-HRTimelineGroup
Rosenberg Matthew Hamilton81,624$2.04M0.44%+813F-HRTimeline
Sanctuary Advisors, LLC80,513$2.01M0.01%-1,56713F-HR/ATimeline
Altiora Financial Group, LLC69,420$1.73M0.32%013F-HRTimeline
Cambridge Investment Research Advisors,…66,326$1.66M<0.01%+3,71313F-HRTimeline
Cannon Financial Strategists, Inc.54,156$1.35M0.19%013F-HRTimeline
Mutual Advisors, LLC52,408$1.31M0.03%-54513F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC51,668$1.29M0.01%+19,93013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,056$1.15M<0.01%+8613F-HRTimelineGroup
LPL Financial LLC45,668$1.14M<0.01%-10,55813F-HRTimeline
Valmark Advisers, Inc.44,832$1.12M0.01%-20113F-HRTimeline
Mariner, LLCin group Mariner, LLC41,587$1.04M<0.01%+2,30013F-HRTimelineGroup
First Financial Group Corp40,500$1.01M0.88%+28,41513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth40,194$1000K0.01%+21,45713F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC38,040$949K0.11%+4313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,462$860K<0.01%013F-HRTimelineGroup
Seek First Inc.33,123$826K0.59%+36813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,178$703K<0.01%+23,97013F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…27,265$680K<0.01%-1,06013F-HRTimelineGroup
Coordinated Financial Services, Inc.27,138$677K0.43%+4,89313F-HRTimeline
Creative Planningin group Creative Planning26,733$667K<0.01%+1,53813F-HRTimelineGroup
Farther Finance Advisors, LLC24,878$621K0.01%-4,59513F-HRTimeline
Roundview Capital LLC23,730$592K0.04%-6013F-HRTimeline
Compound Planning, Inc.23,570$588K0.02%+70913F-HRTimeline
Wedmont Private Capital23,152$576K0.02%+25513F-HRTimeline
Stonekeep Investments, LLC22,778$568K0.36%+40013F-HRTimeline
Betterment LLC21,639$540K<0.01%+45013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…19,650$490K0.32%-4,78513F-HRTimeline
HARTLINE INVESTMENT CORP/18,625$465K0.05%new13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co17,993$449K0.03%+31013F-HRTimelineGroup
Level Financial Advisors17,685$441K0.12%-2,21613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA17,641$440K0.02%-2513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC17,380$434K0.14%-78813F-HRTimeline
Christensen, King & Associates Investme…16,699$417K0.18%-31613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,405$409K<0.01%-34613F-HRTimelineGroup
Focus Financial Network, Inc.14,658$366K0.01%+1,26913F-HRTimeline
Lodestone Wealth Management LLC13,870$346K0.16%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,725$342K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,542$338K0.01%new13F-HRTimelineGroup
BENNETT SELBY INVESTMENTS LP13,470$336K0.11%new13F-HRTimeline
FDx Advisors, Inc.12,926$322K0.1%+1,77213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,928$298K0.02%+10413F-HRTimeline
RCS Financial Planning, LLC11,522$287K0.13%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,488$287K0.05%+50013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP11,220$280K<0.01%013F-HRTimeline
PFG Advisors11,021$275K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC10,600$264K<0.01%-3613F-HRTimeline
Mayflower Financial Advisors, LLC10,274$256K0.03%+1813F-HRTimeline
Savvy Advisors, Inc.9,483$237K0.01%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC9,440$235K0.04%-2,80013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,876$221K<0.01%-9,58213F-HRTimeline
XY Planning Network, Inc.8,901$221K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC8,646$216K0.01%013F-HRTimeline
D.B. Root & Company, LLC8,530$213K0.05%new13F-HRTimeline
Maridea Wealth Management LLC8,435$211K0.03%-7013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC8,435$210K0.05%-7013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,661$166K<0.01%-6,94313F-HR/ATimelineGroup
Global Trust Asset Management, LLC6,000$150K0.07%013F-HRTimeline
Parallel Advisors, LLC5,998$150K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC5,562$139K<0.01%+1713F-HRTimeline
Wilmington Savings Fund Society, FSB5,400$135K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.5,168$129K<0.01%+9413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,689$92K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC3,033$75.7K0.02%-1,96013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,602$64.9K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,300$57.4K<0.01%+60013F-HRTimeline
CoreCap Advisors, LLC1,574$39.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,452$36K<0.01%-9513F-HRTimelineGroup
AE Wealth Management LLC1,409$35.1K<0.01%new13F-HRTimeline
MAI Capital Management1,349$33.7K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,308$32.6K0.07%new13F-HRTimeline
Nalls Sherbakoff Group, LLC1,061$26.5K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.1,000$24.9K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC687$17.1K<0.01%013F-HRTimeline
Woodside Wealth Management LLC510$12.7K0.01%013F-HRTimeline
FMR LLCin group FMR LLC424$10.6K<0.01%+8013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.419$10.4K<0.01%+513F-HRTimelineGroup
Breakwater Investment Management406$10.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC403$10.1K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners369$9.21K<0.01%+413F-HRTimeline
AlphaCore Capital LLC350$8.73K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.280$6.99K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.200$4.99K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC157$4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC44$1.1K<0.01%013F-HRTimelineGroup
North Capital, Inc.21$524<0.01%-1813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10$249<0.01%new13F-HRTimelineGroup
Allworth Financial LP2$53<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$25<0.01%013F-HRTimeline