Institutional Ownership Schwab Strategic Tr 1 5 Yr C (SCHJ)
This table provides information about the institutional ownership of Schwab Strategic Tr 1 5 Yr C (SCHJ). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 4.64 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
1,725,179
shares
|
$42.5 Million
0.02% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
185,266
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
166,103
shares
|
$4.1 Million
0.0% of portfolio
|
Q2 2024
Added 2.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
164,479
shares
|
$4.06 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
164,357
shares
|
$4.05 Million
1.67% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Columbus Macro, LLC
|
Jul 12, 2024 Q2 2024 |
149,301
shares
|
$3.68 Million
2.86% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
141,152
shares
|
$3.48 Million
5.48% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
108,135
shares
|
$2.67 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
102,217
shares
|
$2.52 Million
1.99% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
92,421
shares
|
$2.28 Million
0.66% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
86,099
shares
|
$2.12 Million
2.45% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
84,226
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
78,001
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2024
Added 26.46%
|
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
75,000
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2023
Added 15.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
72,874
shares
|
$1.8 Million
0.09% of portfolio
|
Q2 2024
Added 11.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
71,307
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2024
Added 2.88%
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
68,284
shares
|
$1.68 Million
0.32% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
Essex LLC
|
Jul 22, 2024 Q2 2024 |
64,395
shares
|
$1.59 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
60,534
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2024
Added 57.93%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
56,038
shares
|
$1.38 Million
0.8% of portfolio
|
Q2 2024
Added 1.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
52,950
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2024
Added 23.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
49,004
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Added 35.25%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 25, 2024 Q2 2024 |
46,360
shares
|
$1.14 Million
0.81% of portfolio
|
Q2 2024
Added 10.29%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
38,102
shares
|
$939,595
0.05% of portfolio
|
Q2 2024
Added 7.61%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 01, 2024 Q2 2024 |
35,312
shares
|
$870,793
0.62% of portfolio
|
Q2 2024
Added 27.65%
|