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 130 institutions that hold shares in the stock, with a total of 7.36 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
105,164
shares
|
$2.61 Million
0.04% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
102,217
shares
|
$2.53 Million
1.99% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
92,421
shares
|
$2.29 Million
0.66% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
81,616
shares
|
$2.02 Million
0.48% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
72,500
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
69,420
shares
|
$1.72 Million
0.32% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
62,613
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
56,226
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.25%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
54,156
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
53,843
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Added 58.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
52,408
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
51,668
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 62.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
45,970
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
44,832
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
40,500
shares
|
$1 Million
0.88% of portfolio
|
Q3 2025
Added 235.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
39,287
shares
|
$974,317
0.0% of portfolio
|
Q2 2025
Reduced 67.78%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
38,040
shares
|
$943,392
0.11% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
34,462
shares
|
$854,657
0.0% of portfolio
|
Q4 2024
Added 524.99%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
32,397
shares
|
$803,445
0.71% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
28,325
shares
|
$702,460
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
28,178
shares
|
$698,814
0.0% of portfolio
|
Q3 2025
Added 507.94%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
27,138
shares
|
$673,022
0.43% of portfolio
|
Q3 2025
Added 22.0%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
25,195
shares
|
$624,836
0.0% of portfolio
|
Q2 2025
Added 22.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
24,878
shares
|
$616,974
0.01% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
23,790
shares
|
$589,992
0.04% of portfolio
|
Q2 2025
Reduced 5.96%
|