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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 2026-03-31, 9,228,841 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
127
13F filers
127
New
15
Added
57
Reduced
30
Sold out
12
Shares held by filers
9,228,841

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Hamrick Investment Counsel, llc742,523$18.4M10.17%+76,47613F-HRTimeline
HARTLINE INVESTMENT CORP/640,325$15.8M1.74%+63,03513F-HRTimeline
White Wing Wealth Management466,818$11.5M6.93%+40,07213F-HRTimeline
Columbus Macro, LLC411,963$10.2M1.09%-34,35313F-HRTimeline
Cetera Investment Advisers388,794$9.61M0.01%+2,62913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC386,207$9.55M<0.01%-14,83613F-HRTimelineGroup
Sightline Wealth Advisors, LLC373,536$9.24M3.91%+123,35213F-HRTimeline
Cape Investment Advisory, Inc.340,246$8.41M2.8%+15,81313F-HRTimeline
SlateStone Wealth, LLC319,788$7.91M0.65%-22,38313F-HRTimeline
Meridian Wealth Management, LLC293,635$7.26M0.26%-1,02213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/287,702$7.11M<0.01%+10,26513F-HRTimelineGroup
Compass Financial Group, INC/SD215,750$5.33M0.75%+47,80213F-HRTimeline
VAN STRUM & TOWNE INC.212,550$5.26M1.53%+34,64913F-HRTimeline
HighTower Advisors, LLC195,302$4.83M0.01%+9,20913F-HRTimeline
Waverly Advisors, LLC188,438$4.66M0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC177,494$4.39M0.02%-16,96713F-HRTimelineGroup
Modera Wealth Management, LLC167,321$4.14M0.05%-43,51113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC160,872$3.98M<0.01%+149,44513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…160,822$3.97M0.01%-170,52413F-HRTimeline
Yanni & Associates Investment Advisors,…143,400$3.55M3.68%+75,41313F-HRTimeline
FF Advisors,LLC139,195$3.45M1.4%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV124,597$3.08M<0.01%-15,13113F-HRTimeline
MFG WEALTH MANAGEMENT, INC.120,914$2.99M2.48%+1,34113F-HRTimeline
White & Co Financial Planning Inc120,518$2.98M2.1%+12,79413F-HRTimeline
Summit Financial, LLC115,048$2.84M0.04%-108,90313F-HRTimeline
Mariner, LLCin group Mariner, LLC88,776$2.19M<0.01%+7,77413F-HRTimelineGroup
Brand Asset Management Group, Inc.83,313$2.06M0.54%-75613F-HRTimeline
Sanctuary Advisors, LLC81,240$2.01M0.01%-9213F-HRTimeline
Rosenberg Matthew Hamilton79,121$1.96M0.4%-56113F-HRTimeline
Victrix Investment Advisors78,322$1.94M0.7%+6,50413F-HRTimeline
Foundations Investment Advisors, LLC77,546$1.92M0.02%-40,50113F-HRTimeline
Creative Planningin group Creative Planning77,216$1.91M<0.01%+24,91613F-HRTimelineGroup
Layline Advisors, LLC73,993$1.83M2.05%13F-HRTimeline
First Financial Group Corp73,010$1.81M1.47%+14,13013F-HRTimeline
Essex LLC71,571$1.77M0.31%-14,73813F-HRTimeline
Altiora Financial Group, LLC69,420$1.72M0.28%013F-HRTimeline
Rossby Financial, LCC63,050$1.55M0.32%new13F-HRTimeline
MONEYWISE, INC.61,181$1.51M0.66%+25,36613F-HRTimeline
Valmark Advisers, Inc.56,583$1.4M0.02%+2,42613F-HRTimeline
Mutual Advisors, LLC56,341$1.39M0.03%+3,45013F-HRTimeline
LPL Financial LLC56,171$1.39M<0.01%+6,83113F-HRTimeline
Cannon Financial Strategists, Inc.54,958$1.36M0.18%+42613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,419$1.32M<0.01%+5,41513F-HR/ATimelineGroup
Monetary Solutions, Ltd51,586$1.28M1.23%+3113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,313$1.17M<0.01%+1,30213F-HR/ATimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC43,588$1.08M<0.01%-13,62013F-HRTimelineGroup
Coordinated Financial Services, Inc.36,893$912K0.53%+4,27313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,478$877K0.09%-1,74613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,466$852K<0.01%+413F-HRTimelineGroup
Farther Finance Advisors, LLC34,177$842K0.01%+9,79113F-HRTimeline
Seek First Inc.33,733$834K0.59%+5713F-HRTimeline
Compound Planning, Inc.29,097$719K0.02%+66113F-HRTimeline
Clearwater Capital Advisors, LLC27,800$687K0.06%-41,72213F-HRTimeline
Napier Financial, LLC27,525$681K0.16%+4,81913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC27,200$673K0.53%+2,32513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,789$613K<0.01%-6,21913F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…24,279$600K0.05%+12,79113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,036$594K<0.01%+2113F-HRTimelineGroup
Roundview Capital LLC23,676$585K0.04%-15813F-HRTimeline
Wedmont Private Capital23,674$585K0.02%+26913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…22,749$562K0.02%+3,56013F-HR/ATimelineGroup
Fortis Group Advisors, LLC20,980$519K0.09%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,854$516K<0.01%-2,03513F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co20,651$511K0.03%+3,51313F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…19,971$494K0.35%+15013F-HRTimeline
Christensen, King & Associates Investme…19,349$478K0.21%+2,76613F-HRTimeline
RCS Financial Planning, LLC19,241$476K0.25%+8,56213F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth18,888$467K<0.01%-1,20913F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,607$460K<0.01%-41,25913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC17,380$430K0.13%013F-HRTimeline
Steele Capital Management, Inc.17,264$427K0.02%new13F-HRTimeline
BENNETT SELBY INVESTMENTS LP16,253$402K0.14%+60313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,097$398K<0.01%-2,22513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP15,293$378K<0.01%+9413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,558$360K<0.01%+5,98913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,159$350K<0.01%+1,22413F-HRTimeline
Lodestone Wealth Management LLC13,870$343K0.14%013F-HR/ATimeline
D.B. Root & Company, LLC13,669$338K0.08%+4,31913F-HRTimeline
FDx Advisors, Inc.13,092$324K0.1%+16613F-HRTimeline
Savvy Advisors, Inc.12,539$310K0.01%+1,37113F-HRTimeline
Mayflower Financial Advisors, LLC11,963$296K0.04%+1,05613F-HRTimeline
Focus Financial Network, Inc.11,379$281K0.01%-1,08713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,220$277K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC10,975$271K<0.01%+1,90413F-HRTimeline
Beacon Pointe Advisors, LLC10,776$266K<0.01%+17613F-HRTimeline
Northstar Advisory Group, LLC9,343$231K0.09%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC9,240$228K0.04%013F-HRTimeline
AMARA FINANCIAL, LLC.9,213$228K0.16%new13F-HRTimeline
Betterment LLC9,040$224K<0.01%-12,69913F-HRTimeline
Kovack Advisors, Inc.8,882$219K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,457$209K0.01%new13F-HRTimelineGroup
Global Trust Asset Management, LLC7,000$173K0.07%-1,00013F-HRTimeline
Wilmington Savings Fund Society, FSB6,750$167K<0.01%013F-HRTimeline
Parallel Advisors, LLC5,998$148K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.5,553$137K<0.01%+19313F-HRTimeline
Team Financial Group, LLC5,526$137K0.06%new13F-HRTimeline
FMR LLCin group FMR LLC4,996$124K<0.01%+4,63513F-HRTimelineGroup
Aptus Capital Advisors, LLC4,061$100K<0.01%013F-HRTimeline
JDM Financial Group LLC4,012$99.2K0.04%new13F-HRTimeline
HOWE & RUSLING INC2,686$66.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,602$64.3K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,600$64.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,000$49.5K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC1,964$48.6K0.01%-1,06913F-HRTimeline
Cassaday & Co Wealth Management LLC1,574$38.9K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,574$38.9K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,563$38.6K0.03%+50213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,493$36.9K<0.01%+1013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,456$36K<0.01%-90013F-HRTimeline
Fairscale Capital, LLC1,449$35.8K0.02%new13F-HRTimeline
AE Wealth Management LLC1,409$34.8K<0.01%013F-HRTimeline
MAI Capital Management1,338$33.1K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,097$27K<0.01%-35513F-HRTimelineGroup
Geneos Wealth Management Inc.1,000$24.7K<0.01%013F-HRTimeline
MidFirst Bank925$22.9K<0.01%new13F-HRTimeline
IFP Advisors, Inc800$19.8K<0.01%new13F-HRTimeline
Piscataqua Savings Bank711$17.6K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC687$17K<0.01%013F-HRTimeline
Breakwater Investment Management406$10K<0.01%013F-HRTimeline
Silicon Valley Capital Partners378$9.34K<0.01%+313F-HRTimeline
BLUELINE ADVISORS LLC300$7.42K0.01%-10013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources232$5.74K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN209$5.17K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC157$3.87K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC76$1.88K<0.01%+3213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6$148<0.01%013F-HRTimeline
Allworth Financial LP2$54<0.01%013F-HRTimeline