Vault-13

SCHWAB STRATEGIC TR SCHJ

1 5YR CORP BD · ETP · CUSIP 808524714

126 institutional holders -1 vs Q4 2025
9,154,8489.2m shares reported held*
$226.3mreported value*
15 new 56 added 31 reduced 12 sold out net bought ≈ $11.8m (+478.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.72.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 84Q4 22: 94Q1 23: 77Q2 23: 74Q3 23: 77Q4 23: 92Q1 24: 91Q2 24: 91Q3 24: 105Q4 24: 112Q1 25: 119Q2 25: 122Q3 25: 113Q4 25: 127Q1 26: 126126Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202284
Q4 202294
Q1 202377
Q2 202374
Q3 202377
Q4 202392
Q1 202491
Q2 202491
Q3 2024105
Q4 2024112
Q1 2025119
Q2 2025122
Q3 2025113
Q4 2025127
Q1 2026126

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 42 bought or addedQ2 24: 42 cut or sold outQ3 24: 59 bought or addedQ3 24: 34 cut or sold outQ3 24Q4 24: 56 bought or addedQ4 24: 39 cut or sold outQ1 25: 56 bought or addedQ1 25: 44 cut or sold outQ1 25Q2 25: 54 bought or addedQ2 25: 52 cut or sold outQ3 25: 65 bought or addedQ3 25: 49 cut or sold outQ3 25Q4 25: 63 bought or addedQ4 25: 45 cut or sold outQ1 26: 71 bought or addedQ1 26: 43 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244242
Q3 20245934
Q4 20245639
Q1 20255644
Q2 20255452
Q3 20256549
Q4 20256345
Q1 20267143

Biggest buyers

Waverly Advisors, LLC New +188,438+188.4k
JANE STREET GROUP, LLC Added +149,445+149.4k
FF Advisors,LLC New +139,195+139.2k
Sightline Wealth Advisors, LLC Added +123,352+123.4k
Hamrick Investment Counsel, llc Added +76,476+76.5k
Yanni & Associates Investment Advisors, LLC Added +75,413+75.4k
Rossby Financial, LCC New +63,050+63.0k
HARTLINE INVESTMENT CORP/ Added +63,035+63.0k
Compass Financial Group, INC/SD Added +47,802+47.8k
White Wing Wealth Management Added +40,072+40.1k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -170,524-170.5k
Summit Financial, LLC Reduced -108,903-108.9k
Vilga Financial Planning LLC Sold out -61,668-61.7k
Modera Wealth Management, LLC Reduced -43,511-43.5k
CITADEL ADVISORS LLC Sold out -42,073-42.1k
Clearwater Capital Advisors, LLC Reduced -41,722-41.7k
Cambridge Investment Research Advisors, Inc. Reduced -41,259-41.3k
Foundations Investment Advisors, LLC Reduced -40,501-40.5k
Columbus Macro, LLC Reduced -34,353-34.4k
ORSER CAPITAL MANAGEMENT, LLC Sold out -31,930-31.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Hamrick Investment Counsel, llc 10.17% of their portfolio SEATTLE, WA 742,523742.5k $18.4m $18.4m 10.17% Added +76.5k +76,476
2 HARTLINE INVESTMENT CORP/ 1.74% of their portfolio WINNETKA, IL 640,325640.3k $15.8m $15.8m 1.74% Added +63.0k +63,035
3 White Wing Wealth Management 6.93% of their portfolio THE WODLANDS, TX 466,818466.8k $11.5m $11.5m 6.93% Added +40.1k +40,072
4 Columbus Macro, LLC 1.09% of their portfolio NEW CASTLE, PA 411,963412.0k $10.2m $10.2m 1.09% Reduced -34.4k -34,353
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 388,794388.8k $9.6m $9.6m 0.01% Added +2.6k +2,629
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 386,207386.2k $9.5m $9.5m 0.00% Reduced -14.8k -14,836
7 Sightline Wealth Advisors, LLC 3.91% of their portfolio GROTON, CT 373,536373.5k $9.2m $9.2m 3.91% Added +123.4k +123,352
8 Cape Investment Advisory, Inc. 2.80% of their portfolio MCDONOUGH, GA 340,246340.2k $8.4m $8.4m 2.80% Added +15.8k +15,813
9 SlateStone Wealth, LLC 0.65% of their portfolio JUPITER, FL 319,788319.8k $7.9m $7.9m 0.65% Reduced -22.4k -22,383
10 Meridian Wealth Management, LLC 0.26% of their portfolio LEXINGTON, KY 293,635293.6k $7.3m $7.3m 0.26% Reduced -1.0k -1,022
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 287,702287.7k $7.1m $7.1m 0.00% Added +10.3k +10,265
12 Compass Financial Group, INC/SD 0.75% of their portfolio Sioux Falls, SD 215,750215.8k $5.3m $5.3m 0.75% Added +47.8k +47,802
13 VAN STRUM & TOWNE INC. 1.53% of their portfolio SAN FRANCISCO, CA 212,550212.6k $5.3m $5.3m 1.53% Added +34.6k +34,649
14 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 195,302195.3k $4.8m $4.8m 0.01% Added +9.2k +9,209
15 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 188,438188.4k $4.7m $4.7m 0.03% New
16 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 177,494177.5k $4.4m $4.4m 0.02% Reduced -17.0k -16,967
17 Modera Wealth Management, LLC 0.05% of their portfolio WESTWOOD, NJ 167,321167.3k $4.1m $4.1m 0.05% Reduced -43.5k -43,511
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 160,872160.9k $4.0m $4.0m 0.00% Added +149.4k +149,445
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 160,822160.8k $4.0m $4.0m 0.01% Reduced -170.5k -170,524
20 Yanni & Associates Investment Advisors, LLC 3.68% of their portfolio WEXFORD, PA 143,400143.4k $3.5m $3.5m 3.68% Added +75.4k +75,413
21 FF Advisors,LLC 1.40% of their portfolio MANHATTAN BEACH, CA 139,195139.2k $3.4m $3.4m 1.40% New
22 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 124,597124.6k $3.1m $3.1m 0.00% Reduced -15.1k -15,131
23 MFG WEALTH MANAGEMENT, INC. 2.48% of their portfolio Indianapolis, IN 120,914120.9k $3.0m $3.0m 2.48% Added +1.3k +1,341
24 White & Co Financial Planning Inc 2.10% of their portfolio SUNNYSIDE, WA 120,518120.5k $3.0m $3.0m 2.10% Added +12.8k +12,794
25 Summit Financial, LLC 0.04% of their portfolio PARSIPPANY, NJ 115,048115.0k $2.8m $2.8m 0.04% Reduced -108.9k -108,903
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 88,77688.8k $2.2m $2.2m 0.00% Added +7.8k +7,774
27 Brand Asset Management Group, Inc. 0.54% of their portfolio CHESTERFIELD, MO 83,31383.3k $2.1m $2.1m 0.54% Reduced -756 -756
28 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 81,24081.2k $2.0m $2.0m 0.01% Reduced -92 -92
29 Rosenberg Matthew Hamilton 0.40% of their portfolio GRAND JUNCTION, CO 79,12179.1k $2.0m $2.0m 0.40% Reduced -561 -561
30 Victrix Investment Advisors 0.70% of their portfolio Stuart, FL 78,32278.3k $1.9m $1.9m 0.70% Added +6.5k +6,504
31 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 77,54677.5k $1.9m $1.9m 0.02% Reduced -40.5k -40,501
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 77,21677.2k $1.9m $1.9m 0.00% Added +24.9k +24,916
33 First Financial Group Corp 1.47% of their portfolio RALEIGH, NC 73,01073.0k $1.8m $1.8m 1.47% Added +14.1k +14,130
34 Essex LLC 0.31% of their portfolio DEER PARK, IL 71,57171.6k $1.8m $1.8m 0.31% Reduced -14.7k -14,738
35 Altiora Financial Group, LLC 0.28% of their portfolio LEBANON, OH 69,42069.4k $1.7m $1.7m 0.28% Unchanged
36 Rossby Financial, LCC 0.32% of their portfolio MELBOURNE, FL 63,05063.0k $1.6m $1.6m 0.32% New
37 MONEYWISE, INC. 0.66% of their portfolio FOREST, VA 61,18161.2k $1.5m $1.5m 0.66% Added +25.4k +25,366
38 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 56,58356.6k $1.4m $1.4m 0.02% Added +2.4k +2,426
39 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 56,34156.3k $1.4m $1.4m 0.03% Added +3.5k +3,450
40 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 56,17156.2k $1.4m $1.4m 0.00% Added +6.8k +6,831
41 Cannon Financial Strategists, Inc. 0.18% of their portfolio ATHENS, GA 54,95855.0k $1.4m $1.4m 0.18% Added +426 +426
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 53,41953.4k $1.3m $1.3m 0.00% Added +5.4k +5,415
43 Monetary Solutions, Ltd 1.23% of their portfolio DAYTON, OH 51,58651.6k $1.3m $1.3m 1.23% Added +31 +31
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 47,31347.3k $1.2m $1.2m 0.00% Added +1.3k +1,302
45 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 43,58843.6k $1.1m $1.1m 0.00% Reduced -13.6k -13,620
46 Coordinated Financial Services, Inc. 0.53% of their portfolio DENVER, CO 36,89336.9k $912.2k $912.2k 0.53% Added +4.3k +4,273
47 CAHILL FINANCIAL ADVISORS INC 0.09% of their portfolio EDINA, MN 35,47835.5k $877.2k $877.2k 0.09% Reduced -1.7k -1,746
48 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 34,46634.5k $852.2k $852.2k 0.00% Added +4 +4
49 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 34,17734.2k $842.1k $842.1k 0.01% Added +9.8k +9,791
50 Seek First Inc. 0.59% of their portfolio Campbell, CA 33,73333.7k $834.0k $834.0k 0.59% Added +57 +57
51 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 29,09729.1k $719.4k $719.4k 0.02% Added +661 +661
52 Clearwater Capital Advisors, LLC 0.06% of their portfolio HOFFMAN ESTATES, IL 27,80027.8k $687.4k $687.4k 0.06% Reduced -41.7k -41,722
53 Napier Financial, LLC 0.16% of their portfolio BRAINTREE, MA 27,52527.5k $680.6k $680.6k 0.16% Added +4.8k +4,819
54 GILPIN WEALTH MANAGEMENT, LLC 0.53% of their portfolio DENVER, CO 27,20027.2k $672.5k $672.5k 0.53% Added +2.3k +2,325
55 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,78924.8k $612.9k $612.9k 0.00% Reduced -6.2k -6,219
56 Ascentis Independent Advisors 0.05% of their portfolio DALLAS, TX 24,27924.3k $600.3k $600.3k 0.05% Added +12.8k +12,791
57 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 24,03624.0k $594.2k $594.2k 0.00% Added +21 +21
58 Roundview Capital LLC 0.04% of their portfolio PRINCETON, NJ 23,67623.7k $585.4k $585.4k 0.04% Reduced -158 -158
59 Wedmont Private Capital 0.02% of their portfolio WEST CHESTER, PA 23,67423.7k $585.2k $585.2k 0.02% Added +269 +269
60 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 22,74922.7k $562.5k $562.5k 0.02% Added +3.6k +3,560
61 Fortis Group Advisors, LLC 0.09% of their portfolio WESTWOOD, NJ 20,98021.0k $519.3k $519.3k 0.09% Unchanged
62 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,85420.9k $515.7k $515.7k 0.00% Reduced -2.0k -2,035
63 Charles Schwab Trust Co 0.03% of their portfolio HENDERSON, NV 20,65120.7k $510.6k $510.6k 0.03% Added +3.5k +3,513
64 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 0.35% of their portfolio LONG BEACH, CA 19,97120.0k $494.0k $494.0k 0.35% Added +150 +150
65 Christensen, King & Associates Investment Services, Inc. 0.21% of their portfolio RICHLAND, WA 19,34919.3k $478.4k $478.4k 0.21% Added +2.8k +2,766
66 RCS Financial Planning, LLC 0.25% of their portfolio ANNAPOLIS, MD 19,24119.2k $475.7k $475.7k 0.25% Added +8.6k +8,562
67 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 18,88818.9k $467.0k $467.0k 0.00% Reduced -1.2k -1,209
68 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,60718.6k $460.0k $460.0k 0.00% Reduced -41.3k -41,259
69 CLIENT 1ST ADVISORY GROUP, LLC 0.13% of their portfolio DUNEDIN, FL 17,38017.4k $429.7k $429.7k 0.13% Unchanged
70 Steele Capital Management, Inc. 0.02% of their portfolio DUBUQUE, IA 17,26417.3k $426.9k $426.9k 0.02% New
71 BENNETT SELBY INVESTMENTS LP 0.14% of their portfolio FALMOUTH, ME 16,25316.3k $401.9k $401.9k 0.14% Added +603 +603
72 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 16,09716.1k $398.0k $398.0k 0.00% Reduced -2.2k -2,225
73 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 15,29315.3k $378.1k $378.1k 0.00% Reduced -15.1k -15,105
74 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,55814.6k $360.0k $360.0k 0.00% Added +6.0k +5,989
75 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,15914.2k $350.1k $350.1k 0.00% Added +1.2k +1,224
76 Lodestone Wealth Management LLC 0.14% of their portfolio SPOKANE, WA 13,87013.9k $342.9k $342.9k 0.14% Unchanged
77 D.B. Root & Company, LLC 0.08% of their portfolio PITTSBURGH, PA 13,66913.7k $338.0k $338.0k 0.08% Added +4.3k +4,319
78 FDx Advisors, Inc. 0.10% of their portfolio BERWYN, PA 13,09213.1k $324.0k $324.0k 0.10% Added +166 +166
79 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 12,53912.5k $310.0k $310.0k 0.01% Added +1.4k +1,371
80 Mayflower Financial Advisors, LLC 0.04% of their portfolio BOSTON, MA 11,96312.0k $295.8k $295.8k 0.04% Added +1.1k +1,056
81 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 11,37911.4k $281.3k $281.3k 0.01% Reduced -1.1k -1,087
82 PEAPACK GLADSTONE FINANCIAL CORP 0.00% of their portfolio BEDMINSTER, NJ 11,22011.2k $277.0k $277.0k 0.00% Unchanged
83 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 10,97511.0k $271.4k $271.4k 0.00% Added +1.9k +1,904
84 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 10,77610.8k $266.4k $266.4k 0.00% Added +176 +176
85 Northstar Advisory Group, LLC 0.09% of their portfolio NORTHFIELD, NJ 9,3439.3k $231.0k $231.0k 0.09% Unchanged
86 BURLING WEALTH PARTNERS, LLC 0.04% of their portfolio CHICAGO, IL 9,2409.2k $228.5k $228.5k 0.04% Unchanged
87 AMARA FINANCIAL, LLC. 0.16% of their portfolio SAN FRANCISCO, CA 9,2139.2k $227.8k $227.8k 0.16% New
88 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,0409.0k $224.0k $224.0k 0.00% Reduced -12.7k -12,699
89 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 8,8828.9k $218.9k $218.9k 0.01% New
90 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 8,4578.5k $209.1k $209.1k 0.01% New
91 Global Trust Asset Management, LLC 0.07% of their portfolio PALM BEACH GARDENS, FL 7,0007.0k $173.1k $173.1k 0.07% Reduced -1.0k -1,000
92 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 6,7506.8k $166.9k $166.9k 0.00% Unchanged
93 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,9986.0k $148.3k $148.3k 0.00% Unchanged
94 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,5535.6k $137.3k $137.3k 0.00% Added +193 +193
95 Team Financial Group, LLC 0.06% of their portfolio TEMECULA, CA 5,5265.5k $136.6k $136.6k 0.06% New
96 FMR LLC 0.00% of their portfolio BOSTON, MA 4,9965.0k $123.5k $123.5k 0.00% Added +4.6k +4,635
97 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 4,0614.1k $100.4k $100.4k 0.00% Unchanged
98 JDM Financial Group LLC 0.04% of their portfolio AUSTIN, TX 4,0124.0k $99.2k $99.2k 0.04% New
99 HOWE & RUSLING INC 0.00% of their portfolio ROCHESTER, NY 2,6862.7k $66.4k $66.4k 0.00% Unchanged
100 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 2,6022.6k $64.3k $64.3k 0.00% Unchanged