SCHJ SCHWAB STRATEGIC TR
Follow1 5YR CORP BD (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in SCHJ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Compass Financial Group, INC/SD | 276,121 | $6.65M | 0.72% | +31,775 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 162,181 | $3.91M | 0.01% | +7,325 | 13F-HRTimeline |
| MFG WEALTH MANAGEMENT, INC. | 123,656 | $2.98M | 2.16% | -721 | 13F-HRTimeline |
| Rosenberg Matthew Hamilton | 77,727 | $1.87M | 0.34% | -1,263 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 43,250 | $1.04M | 0.7% | +1,325 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 31,386 | $756K | 0.01% | -383 | 13F-HRTimeline |
| Plan A Wealth LLC | 10,996 | $265K | 0.09% | new | 13F-HRTimeline |
| KWMG, LLC | 8,693 | $210K | 0.02% | 0 | 13F-HRTimeline |
| Worth Asset Management, LLC | 8,395 | $202K | 0.06% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 1,574 | $37.9K | <0.01% | 0 | 13F-HRTimeline |
| GK Wealth Management LLC | 1,046 | $25.2K | 0.01% | new | 13F-HRTimeline |