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Disclosery

SCHJ SCHWAB STRATEGIC TR

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1 5YR CORP BD (fund)

127 managers (127 13F filers) reported a position in SCHJ shares at 2025-12-31, 8,824,437 shares in all. 18 filers opened a position and 11 filers sold out during the quarter.

Managers
127
13F filers
127
New
18
Added
47
Reduced
32
Sold out
11
Shares held by filers
8,824,437

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Hamrick Investment Counsel, llc666,047$16.6M12.33%13F-HRTimeline
HARTLINE INVESTMENT CORP/577,290$14.4M1.55%+558,66513F-HRTimeline
Columbus Macro, LLC446,316$11.1M1.22%+12,76713F-HRTimeline
White Wing Wealth Management426,746$10.6M6.34%+81,74313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC401,043$9.99M<0.01%+23,26013F-HRTimelineGroup
Cetera Investment Advisers386,165$9.62M0.01%+51,18813F-HRTimeline
SlateStone Wealth, LLC342,171$8.52M0.71%+135,51413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…331,346$8.26M0.01%+16,21713F-HRTimeline
Cape Investment Advisory, Inc.324,433$8.08M2.48%new13F-HRTimeline
Meridian Wealth Management, LLC294,657$7.34M0.26%-101,19513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/277,437$6.91M<0.01%+12,46913F-HRTimelineGroup
Sightline Wealth Advisors, LLC250,184$6.23M2.65%+110,82713F-HRTimeline
Summit Financial, LLC223,951$5.58M0.08%+7,70513F-HRTimeline
Modera Wealth Management, LLC210,832$5.25M0.06%-2,27413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC194,461$4.84M0.02%-8,04913F-HRTimelineGroup
HighTower Advisors, LLC186,093$4.63M0.01%+34,59213F-HRTimeline
VAN STRUM & TOWNE INC.177,901$4.43M1.24%+14,12513F-HRTimeline
Compass Financial Group, INC/SD167,948$4.18M0.6%+18,81213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC160,487$4M1.2%+12,20413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV139,728$3.48M0.01%-1,09813F-HRTimeline
MFG WEALTH MANAGEMENT, INC.119,573$2.98M2.32%-64013F-HRTimeline
Foundations Investment Advisors, LLC118,047$2.94M0.04%+12,88313F-HRTimeline
White & Co Financial Planning Inc107,724$2.68M2.01%-28713F-HRTimeline
Essex LLC86,309$2.15M0.38%-20,03113F-HRTimeline
Brand Asset Management Group, Inc.84,069$2.09M0.59%-4913F-HRTimeline
Sanctuary Advisors, LLC81,332$2.03M0.01%+81913F-HRTimeline
Mariner, LLCin group Mariner, LLC81,002$2.02M<0.01%+39,41513F-HRTimelineGroup
Rosenberg Matthew Hamilton79,682$1.98M0.41%-1,94213F-HRTimeline
Victrix Investment Advisors71,818$1.79M0.69%new13F-HRTimeline
Clearwater Capital Advisors, LLC69,522$1.73M0.14%-36,12013F-HRTimeline
Altiora Financial Group, LLC69,420$1.73M0.3%013F-HRTimeline
Yanni & Associates Investment Advisors,…67,987$1.69M1.69%13F-HRTimeline
Vilga Financial Planning LLC61,668$1.54M1.47%13F-HRTimeline
Cambridge Investment Research Advisors,…59,866$1.49M<0.01%-6,46013F-HRTimeline
First Financial Group Corp58,880$1.47M1.25%+18,38013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC57,208$1.42M0.01%+5,54013F-HRTimelineGroup
Cannon Financial Strategists, Inc.54,532$1.36M0.19%+37613F-HRTimeline
Valmark Advisers, Inc.54,157$1.35M0.02%+9,32513F-HRTimeline
Mutual Advisors, LLC52,891$1.32M0.03%+48313F-HRTimeline
Creative Planningin group Creative Planning52,300$1.3M<0.01%+25,56713F-HRTimelineGroup
Monetary Solutions, Ltd51,555$1.28M1.26%13F-HRTimeline
LPL Financial LLC49,340$1.23M<0.01%+3,67213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,004$1.2M<0.01%+19,82613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,011$1.15M<0.01%-4513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,073$1.05M<0.01%-39,55813F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC37,224$927K0.1%-81613F-HRTimeline
MONEYWISE, INC.35,815$892K0.37%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,462$858K<0.01%013F-HRTimelineGroup
Seek First Inc.33,676$839K0.58%+55313F-HRTimeline
Coordinated Financial Services, Inc.32,620$812K0.47%+5,48213F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC31,930$795K0.45%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,008$772K<0.01%new13F-HR/ATimelineGroup
Compound Planning, Inc.28,436$708K0.02%+4,86613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC24,875$619K0.49%13F-HRTimeline
Farther Finance Advisors, LLC24,386$607K0.01%-49213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,015$598K<0.01%-3,25013F-HRTimelineGroup
Roundview Capital LLC23,834$593K0.04%+10413F-HRTimeline
Wedmont Private Capital23,405$583K0.02%+25313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,889$570K<0.01%+6,48413F-HRTimelineGroup
Napier Financial, LLC22,706$565K0.14%13F-HRTimeline
Betterment LLC21,739$541K<0.01%+10013F-HRTimeline
Fortis Group Advisors, LLC20,980$524K0.09%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth20,097$500K0.01%-20,09713F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…19,821$494K0.33%+17113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,189$478K0.02%+15,50013F-HRTimelineGroup
CacheTech Inc.18,340$457K0.08%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,322$456K0.01%+4,78013F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC17,380$433K0.14%013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co17,138$427K0.03%-85513F-HRTimelineGroup
Christensen, King & Associates Investme…16,583$413K0.18%-11613F-HRTimeline
BENNETT SELBY INVESTMENTS LP15,650$390K0.13%+2,18013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,199$378K<0.01%new13F-HR/ATimelineGroup
Lodestone Wealth Management LLC13,870$345K0.14%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,935$322K<0.01%-79013F-HRTimeline
FDx Advisors, Inc.12,926$322K0.16%013F-HRTimeline
Focus Financial Network, Inc.12,466$310K0.01%-2,19213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,488$286K0.05%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,427$285K<0.01%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP11,220$279K<0.01%013F-HRTimeline
Savvy Advisors, Inc.11,168$278K0.01%+1,68513F-HRTimeline
Mayflower Financial Advisors, LLC10,907$272K0.03%+63313F-HRTimeline
RCS Financial Planning, LLC10,679$266K0.11%-84313F-HRTimeline
Beacon Pointe Advisors, LLC10,600$264K<0.01%013F-HRTimeline
D.B. Root & Company, LLC9,350$233K0.06%+82013F-HRTimeline
Northstar Advisory Group, LLC9,343$233K0.08%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC9,240$230K0.04%-20013F-HRTimeline
Integrated Wealth Concepts LLC9,071$226K<0.01%-163,47013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,569$213K<0.01%-30713F-HRTimeline
WorthPointe, LLC8,532$212K0.06%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC8,368$208K0.05%-6713F-HRTimelineGroup
Maridea Wealth Management LLC8,368$208K0.03%-6713F-HRTimeline
Global Trust Asset Management, LLC8,000$199K0.08%+2,00013F-HRTimeline
Wilmington Savings Fund Society, FSB6,750$168K<0.01%+1,35013F-HRTimeline
Parallel Advisors, LLC5,998$149K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,360$133K<0.01%+19213F-HRTimeline
Aptus Capital Advisors, LLC4,061$101K<0.01%-1,50113F-HRTimeline
VSM Wealth Advisory, LLC3,033$75.5K0.02%013F-HRTimeline
HOWE & RUSLING INC2,686$66.9K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,602$64.8K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,600$64.7K<0.01%-9,32813F-HRTimeline
Strategic Wealth Partners, Ltd.2,356$58.7K<0.01%+5613F-HRTimeline
COMERICA BANK2,000$49.8K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,918$47.8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,574$39.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,483$36.9K<0.01%-5,17813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,452$36K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,409$35.1K<0.01%013F-HRTimeline
MAI Capital Management1,338$33.3K<0.01%-1113F-HRTimeline
Nalls Sherbakoff Group, LLC1,061$26.4K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,000$24.9K<0.01%013F-HRTimeline
Piscataqua Savings Bank711$17.7K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC687$17.1K<0.01%013F-HRTimeline
Woodside Wealth Management LLC510$12.7K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.425$10.6K<0.01%+613F-HRTimelineGroup
Global Retirement Partners, LLC409$10.2K<0.01%+613F-HRTimeline
Breakwater Investment Management406$10.1K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC400$9.96K0.01%13F-HRTimeline
Silicon Valley Capital Partners375$9.33K<0.01%+613F-HRTimeline
FMR LLCin group FMR LLC361$8.99K<0.01%-6313F-HRTimelineGroup
AlphaCore Capital LLC350$8.71K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources232$5.78K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC157$4K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC118$2.94K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP111$2.76K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC44$1.1K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6$149<0.01%+513F-HRTimeline
Allworth Financial LP2$53<0.01%013F-HRTimeline