SCHJ — SCHWAB 1-5 YR CORP BND ETF
As of Q2 2026, 9 SEC-registered investment managers reported holding SCHJ (SCHWAB 1-5 YR CORP BND ETF) in their latest 13F filings, with a combined reported value of $21.00M across 851.40K shares. That is +189.0% by share count (+556.77K shares) versus the previous quarter, while reported value moved +188.3%. Ownership is concentrated: the five largest holders account for 99.1% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 opened new positions, 4 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 305.33K | $7.53M | 0.00% | Add |
| Wells Fargo & Co history | 186.05K | $4.59M | 0.00% | Add |
| JPMorgan Chase & Co history | 167.95K | $4.15M | 0.00% | New |
| Goldman Sachs Group history | 162.49K | $4.01M | 0.00% | New |
| Morgan Stanley history | 21.53K | $530.91K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.47K | $159.55K | 0.00% | Add |
| PNC Financial Services history | 1.07K | $26.48K | 0.00% | New |
| BlackRock Inc history | 274 | $6.76K | 0.00% | New |
| Franklin Resources history | 232 | $5.72K | 0.00% | Hold |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 287.70K | $7.11M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.00K | $123.53K | 0.00% | Add |
| Morgan Stanley history | 1.49K | $36.91K | 0.00% | Add |
| Franklin Resources history | 232 | $5.74K | 0.00% | Hold |
| Wells Fargo & Co history | 209 | $5.17K | 0.00% | New |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 277.44K | $6.91M | 0.00% | Add |
| JPMorgan Chase & Co history | 48.00K | $1.20M | 0.00% | Add |
| Citadel Advisors history | 42.07K | $1.05M | 0.00% | Reduce |
| Morgan Stanley history | 1.48K | $36.93K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 361 | $8.99K | 0.00% | Reduce |
| Franklin Resources history | 232 | $5.78K | 0.00% | New |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 264.97K | $6.61M | 0.00% | Add |
| Citadel Advisors history | 81.63K | $2.04M | 0.00% | Add |
| JPMorgan Chase & Co history | 28.18K | $702.91K | 0.00% | Add |
| Morgan Stanley history | 6.66K | $166.16K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 424 | $10.57K | 0.00% | Add |
| Wells Fargo & Co history | 10 | $249 | 0.00% | New |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 249.35K | $6.19M | 0.00% | Reduce |
| Citadel Advisors history | 18.95K | $470.02K | 0.00% | Reduce |
| Morgan Stanley history | 13.60K | $337.51K | 0.00% | Add |
| JPMorgan Chase & Co history | 4.21K | $104.41K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 344 | $8.54K | 0.00% | Add |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 279.47K | $6.89M | 0.00% | Reduce |
| Citadel Advisors history | 80.88K | $1.99M | 0.00% | New |
| Morgan Stanley history | 7.16K | $176.44K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 4.63K | $114.22K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 285 | $7.02K | 0.00% | Add |
| BlackRock Inc history | 64 | $1.58K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 167.95K sh · $4.15M
- Goldman Sachs Group 162.49K sh · $4.01M
- PNC Financial Services 1.07K sh · $26.48K
- BlackRock Inc 274 sh · $6.76K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 305.33K | 287.70K | 277.44K | 264.97K | 249.35K | 279.47K | 339.85K | 152.74K | 166.10K | 161.37K | 162.73K | 124.08K | 112.75K | 127.51K | 121.71K | 30.45K | 18.67K | 11.42K | 13.08K | 42.81K |
| Wells Fargo & Co | 186.05K | 209 | — | 10 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 167.95K | — | 48.00K | 28.18K | 4.21K | 4.63K | 12.76K | 6.49K | 6.38K | 81.61K | 39 | 1.85K | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 162.49K | — | — | — | — | — | — | 17.96K | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 21.53K | 1.49K | 1.48K | 6.66K | 13.60K | 7.16K | 7.52K | 3.70K | 1 | 1 | 6.06K | 77 | 78 | 243 | 299 | 299 | 397 | 643 | 643 | 421 |
| Fidelity Management & Research (FMR) | 6.47K | 5.00K | 361 | 424 | 344 | 285 | 225 | 74 | 132 | 32 | 309 | — | — | — | — | — | — | — | 7 | 8 |
| PNC Financial Services | 1.07K | — | — | — | — | — | — | — | — | 238 | 238 | 238 | — | — | — | — | — | — | — | — |
| BlackRock Inc | 274 | — | — | — | — | 64 | 32 | 16 | — | — | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 232 | 232 | 232 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | 42.07K | 81.63K | 18.95K | 80.88K | — | 79.00K | — | 41.89K | — | — | — | 24.05K | 10.61K | — | 59.61K | 125.46K | 41.10K | 27.81K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 13.00K | — |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | 1.73M | 1.68M | 2.08M | 2.08M | 2.08M | 2.08M | 2.08M | 2.08M | 1.92M | 1.88M | 1.82M | 1.73M |
| UBS Group AG | — | — | — | — | — | — | 36 | 22.08K | — | 272 | 285 | 253 | 2.02K | 5.36K | 1.14K | 2.63K | 565 | 1.73K | 137 | 943 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details