Vault-13

SCHWAB STRATEGIC TR SCHJ

1 5YR CORP BD · ETP · CUSIP 808524714

152 institutional holders +26 vs Q1 2026
12,897,13912.9m shares reported held*
$318.0mreported value*
33 new 56 added 31 reduced 7 sold out net bought ≈ $91.0m (+3.7m 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 ≈ $24.66.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 126Q2 26: 152152Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026152

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 59 bought or addedQ3 24: 34 cut or sold outQ4 24: 56 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 56 bought or addedQ1 25: 44 cut or sold outQ2 25: 54 bought or addedQ2 25: 52 cut or sold outQ2 25Q3 25: 65 bought or addedQ3 25: 49 cut or sold outQ4 25: 63 bought or addedQ4 25: 45 cut or sold outQ4 25Q1 26: 71 bought or addedQ1 26: 43 cut or sold outQ2 26: 89 bought or addedQ2 26: 38 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245934
Q4 20245639
Q1 20255644
Q2 20255452
Q3 20256549
Q4 20256345
Q1 20267143
Q2 20268938

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +1,171,609+1.2m
ALLSTATE CORP New +721,760+721.8k
LPL Financial LLC Added +356,706+356.7k
MML INVESTORS SERVICES, LLC New +272,850+272.9k
WELLS FARGO & COMPANY/MN Added +185,844+185.8k
GOLDMAN SACHS GROUP INC New +162,493+162.5k
FF Advisors,LLC Added +125,058+125.1k
JPMORGAN CHASE & CO Added +114,529+114.5k
HARTLINE INVESTMENT CORP/ Added +101,119+101.1k
PARK AVENUE SECURITIES LLC New +95,218+95.2k

Biggest sellers

JANE STREET GROUP, LLC Reduced -134,129-134.1k
Victrix Investment Advisors Sold out -78,322-78.3k
White Wing Wealth Management Reduced -49,344-49.3k
Ascentis Independent Advisors Sold out -24,279-24.3k
Wedmont Private Capital Sold out -23,674-23.7k
Kestra Advisory Services, LLC Reduced -20,576-20.6k
Mariner, LLC Reduced -20,118-20.1k
Corient Private Wealth LP Sold out -15,293-15.3k
MERCER GLOBAL ADVISORS INC /ADV Reduced -11,374-11.4k
Betterment LLC Sold out -9,040-9.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,557,8161.6m $38.4m $38.4m 0.01% Added +1.2m +1,171,609
2 Hamrick Investment Counsel, llc 12.20% of their portfolio SEATTLE, WA 746,160746.2k $18.4m $18.4m 12.20% Added +3.6k +3,637
3 HARTLINE INVESTMENT CORP/ 1.59% of their portfolio WINNETKA, IL 741,444741.4k $18.3m $18.3m 1.59% Added +101.1k +101,119
4 ALLSTATE CORP 0.18% of their portfolio NORTHBROOK, IL 721,760721.8k $17.8m $17.8m 0.18% New
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 456,337456.3k $11.3m $11.3m 0.01% Added +67.5k +67,543
6 Columbus Macro, LLC 1.00% of their portfolio NEW CASTLE, PA 418,460418.5k $10.3m $10.3m 1.00% Added +6.5k +6,497
7 White Wing Wealth Management 5.37% of their portfolio THE WODLANDS, TX 417,474417.5k $10.3m $10.3m 5.37% Reduced -49.3k -49,344
8 Sightline Wealth Advisors, LLC 3.76% of their portfolio GROTON, CT 416,772416.8k $10.3m $10.3m 3.76% Added +43.2k +43,236
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 412,877412.9k $10.2m $10.2m 0.00% Added +356.7k +356,706
10 Cape Investment Advisory, Inc. 2.28% of their portfolio MCDONOUGH, GA 346,191346.2k $8.5m $8.5m 2.28% Added +5.9k +5,945
11 SlateStone Wealth, LLC 0.61% of their portfolio JUPITER, FL 321,351321.4k $7.9m $7.9m 0.61% Added +1.6k +1,563
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 305,331305.3k $7.5m $7.5m 0.00% Added +17.6k +17,629
13 Meridian Wealth Management, LLC 0.23% of their portfolio LEXINGTON, KY 301,188301.2k $7.4m $7.4m 0.23% Added +7.6k +7,553
14 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 272,850272.9k $6.7m $6.7m 0.01% New
15 FF Advisors,LLC 2.44% of their portfolio MANHATTAN BEACH, CA 264,253264.3k $6.5m $6.5m 2.44% Added +125.1k +125,058
16 Compass Financial Group, INC/SD 0.69% of their portfolio Sioux Falls, SD 244,346244.3k $6.0m $6.0m 0.69% Added +28.6k +28,596
17 VAN STRUM & TOWNE INC. 1.47% of their portfolio SAN FRANCISCO, CA 218,661218.7k $5.4m $5.4m 1.47% Added +6.1k +6,111
18 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 205,206205.2k $5.1m $5.1m 0.03% Added +16.8k +16,768
19 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 186,597186.6k $4.6m $4.6m 0.00% Reduced -8.7k -8,705
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 186,053186.1k $4.6m $4.6m 0.00% Added +185.8k +185,844
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 167,948167.9k $4.1m $4.1m 0.00% Added +114.5k +114,529
22 Modera Wealth Management, LLC 0.04% of their portfolio WESTWOOD, NJ 165,267165.3k $4.1m $4.1m 0.04% Reduced -2.1k -2,054
23 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 162,493162.5k $4.0m $4.0m 0.00% New
24 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 156,918156.9k $3.9m $3.9m 0.01% Reduced -20.6k -20,576
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 154,856154.9k $3.8m $3.8m 0.01% Reduced -6.0k -5,966
26 Yanni & Associates Investment Advisors, LLC 3.32% of their portfolio WEXFORD, PA 145,694145.7k $3.6m $3.6m 3.32% Added +2.3k +2,294
27 White & Co Financial Planning Inc 2.16% of their portfolio SUNNYSIDE, WA 141,293141.3k $3.5m $3.5m 2.16% Added +20.8k +20,775
28 MFG WEALTH MANAGEMENT, INC. 2.19% of their portfolio Indianapolis, IN 124,377124.4k $3.1m $3.1m 2.19% Added +3.5k +3,463
29 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 123,402123.4k $3.0m $3.0m 0.03% Added +8.4k +8,354
30 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 113,223113.2k $2.8m $2.8m 0.00% Reduced -11.4k -11,374
31 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 111,130111.1k $2.7m $2.7m 0.01% Added +29.9k +29,890
32 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 95,21895.2k $2.3m $2.3m 0.01% New
33 Layline Advisors, LLC 1.99% of their portfolio ROCHESTER, NY 89,83089.8k $2.2m $2.2m 1.99% First filing
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 84,32284.3k $2.1m $2.1m 0.00% Added +7.1k +7,106
35 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 83,50783.5k $2.1m $2.1m 0.02% Added +6.0k +5,961
36 MONEYWISE, INC. 0.76% of their portfolio FOREST, VA 82,31382.3k $2.0m $2.0m 0.76% Added +21.1k +21,132
37 Brand Asset Management Group, Inc. 0.43% of their portfolio CHESTERFIELD, MO 79,74779.7k $2.0m $2.0m 0.43% Reduced -3.6k -3,566
38 Rosenberg Matthew Hamilton 0.36% of their portfolio GRAND JUNCTION, CO 78,99079.0k $1.9m $1.9m 0.36% Reduced -131 -131
39 Rossby Financial, LCC 0.35% of their portfolio MELBOURNE, FL 78,37778.4k $1.9m $1.9m 0.35% Added +15.3k +15,327
40 First Financial Group Corp 1.25% of their portfolio RALEIGH, NC 70,07070.1k $1.7m $1.7m 1.25% Reduced -2.9k -2,940
41 Altiora Financial Group, LLC 0.27% of their portfolio LEBANON, OH 69,42069.4k $1.7m $1.7m 0.27% Unchanged
42 Essex LLC 0.26% of their portfolio DEER PARK, IL 69,13469.1k $1.7m $1.7m 0.26% Reduced -2.4k -2,437
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 68,65868.7k $1.7m $1.7m 0.00% Reduced -20.1k -20,118
44 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 67,47667.5k $1.7m $1.7m 0.00% New
45 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 59,93059.9k $1.5m $1.5m 0.02% Added +3.3k +3,347
46 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 56,71056.7k $1.4m $1.4m 0.03% Added +369 +369
47 Monetary Solutions, Ltd 1.10% of their portfolio DAYTON, OH 51,63051.6k $1.3m $1.3m 1.10% Added +44 +44
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 51,39751.4k $1.3m $1.3m 0.00% Added +4.1k +4,084
49 Cannon Financial Strategists, Inc. 0.13% of their portfolio ATHENS, GA 47,55247.6k $1.2m $1.2m 0.13% Reduced -7.4k -7,406
50 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 47,14847.1k $1.2m $1.2m 0.00% Added +28.5k +28,541
51 GILPIN WEALTH MANAGEMENT, LLC 0.72% of their portfolio DENVER, CO 41,92541.9k $1.0m $1.0m 0.72% Added +14.7k +14,725
52 IMA Advisory Services, Inc. 0.06% of their portfolio DENVER, CO 41,04841.0k $1.0m $1.0m 0.06% New
53 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 38,14038.1k $940.5k $940.5k 0.00% Reduced -5.4k -5,448
54 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 36,61936.6k $903.0k $903.0k 0.02% Added +7.5k +7,522
55 CAHILL FINANCIAL ADVISORS INC 0.08% of their portfolio EDINA, MN 35,45335.5k $874.3k $874.3k 0.08% Reduced -25 -25
56 Napier Financial, LLC 0.18% of their portfolio BRAINTREE, MA 34,74034.7k $856.7k $856.7k 0.18% Added +7.2k +7,215
57 Clearwater Capital Advisors, LLC 0.06% of their portfolio HOFFMAN ESTATES, IL 34,47734.5k $850.2k $850.2k 0.06% Added +6.7k +6,677
58 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 34,46634.5k $849.9k $849.9k 0.00% Unchanged
59 Seek First Inc. 0.53% of their portfolio Campbell, CA 34,10934.1k $841.1k $841.1k 0.53% Added +376 +376
60 VILLERE ST DENIS J & CO LLC 0.10% of their portfolio New Orleans, LA 33,71133.7k $831.3k $831.3k 0.10% New
61 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 31,76931.8k $783.4k $783.4k 0.01% Reduced -2.4k -2,408
62 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,74326.7k $659.5k $659.5k 0.00% Reduced -134.1k -134,129
63 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 26,24626.2k $647.2k $647.2k 0.00% New
64 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 24,53824.5k $605.1k $605.1k 0.00% Added +3.7k +3,684
65 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 24,03624.0k $592.5k $592.5k 0.00% Unchanged
66 Roundview Capital LLC 0.03% of their portfolio PRINCETON, NJ 23,67623.7k $583.9k $583.9k 0.03% Unchanged
67 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 22,67522.7k $559.2k $559.2k 0.02% Reduced -74 -74
68 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 22,46222.5k $553.9k $553.9k 0.00% New
69 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 21,74921.7k $536.3k $536.3k 0.00% Added +10.8k +10,774
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,66321.7k $535.0k $535.0k 0.00% Added +20.6k +20,566
71 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 21,52921.5k $530.9k $530.9k 0.00% Added +20.0k +20,036
72 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 21,49421.5k $530.0k $530.0k 0.00% New
73 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 20,99321.0k $517.7k $517.7k 0.00% Added +2.1k +2,105
74 RCS Financial Planning, LLC 0.23% of their portfolio ANNAPOLIS, MD 20,08320.1k $495.2k $495.2k 0.23% Added +842 +842
75 Fortis Group Advisors, LLC 0.08% of their portfolio WESTWOOD, NJ 19,65019.6k $484.6k $484.6k 0.08% Reduced -1.3k -1,330
76 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 0.32% of their portfolio LONG BEACH, CA 19,60419.6k $483.0k $483.0k 0.32% Reduced -367 -367
77 Steele Capital Management, Inc. 0.02% of their portfolio DUBUQUE, IA 19,21419.2k $473.8k $473.8k 0.02% Added +1.9k +1,950
78 Charles Schwab Trust Co 0.03% of their portfolio HENDERSON, NV 18,80418.8k $463.7k $463.7k 0.03% Reduced -1.8k -1,847
79 Christensen, King & Associates Investment Services, Inc. 0.18% of their portfolio RICHLAND, WA 18,20318.2k $448.9k $448.9k 0.18% Reduced -1.1k -1,146
80 WBH ADVISORY INC 0.03% of their portfolio BALTIMORE, MD 17,41117.4k $429.4k $429.4k 0.03% New
81 CLIENT 1ST ADVISORY GROUP, LLC 0.12% of their portfolio DUNEDIN, FL 17,38017.4k $428.6k $428.6k 0.12% Unchanged
82 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 16,43816.4k $405.4k $405.4k 0.00% Reduced -8.4k -8,351
83 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,66915.7k $386.4k $386.4k 0.00% Added +1.1k +1,111
84 BENNETT SELBY INVESTMENTS LP 0.12% of their portfolio FALMOUTH, ME 15,61815.6k $385.1k $385.1k 0.12% Reduced -635 -635
85 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 15,19015.2k $374.6k $374.6k 0.00% Added +1.0k +1,031
86 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 14,48114.5k $357.1k $357.1k 0.01% Added +1.9k +1,942
87 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 13,99514.0k $345.1k $345.1k 0.00% Reduced -2.1k -2,102
88 Lodestone Wealth Management LLC 0.12% of their portfolio SPOKANE, WA 13,87013.9k $342.0k $342.0k 0.12% Unchanged
89 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 13,69513.7k $337.7k $337.7k 0.00% New
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,58313.6k $335.0k $335.0k 0.00% New
91 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 13,07513.1k $322.4k $322.4k 0.01% New
92 FDx Advisors, Inc. 0.10% of their portfolio BERWYN, PA 13,01013.0k $321.0k $321.0k 0.10% Reduced -82 -82
93 Team Financial Group, LLC 0.13% of their portfolio TEMECULA, CA 12,80612.8k $315.8k $315.8k 0.13% Added +7.3k +7,280
94 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 12,51512.5k $308.6k $308.6k 0.01% Added +4.1k +4,058
95 D.B. Root & Company, LLC 0.06% of their portfolio PITTSBURGH, PA 12,25512.3k $302.2k $302.2k 0.06% Reduced -1.4k -1,414
96 Mayflower Financial Advisors, LLC 0.03% of their portfolio BOSTON, MA 11,98112.0k $295.5k $295.5k 0.03% Added +18 +18
97 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 11,50511.5k $283.8k $283.8k 0.00% New
98 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 11,47211.5k $282.9k $282.9k 0.01% Added +93 +93
99 PEAPACK GLADSTONE FINANCIAL CORP 0.00% of their portfolio BEDMINSTER, NJ 11,22011.2k $277.0k $277.0k 0.00% Unchanged
100 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 10,77610.8k $265.7k $265.7k 0.00% Unchanged