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 131 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
106,310
shares
|
$2.63 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
104,319
shares
|
$2.59 Million
2.07% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
102,217
shares
|
$2.53 Million
1.99% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
97,456
shares
|
$2.41 Million
0.61% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
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%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
88,863
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
84,541
shares
|
$2.09 Million
0.66% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
80,875
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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 |
May 08, 2025 Q1 2025 |
69,420
shares
|
$1.72 Million
0.36% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
68,197
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 44.52%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
67,600
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.62%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
64,967
shares
|
$1.61 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
60,843
shares
|
$1.51 Million
0.67% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
54,156
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
51,878
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
46,620
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
45,033
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 100.57%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
37,091
shares
|
$919,114
0.13% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
34,462
shares
|
$853,968
0.0% of portfolio
|
Q4 2024
Added 524.99%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
33,960
shares
|
$841,528
0.04% of portfolio
|
Q1 2025
Added 111.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
33,239
shares
|
$823,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
32,397
shares
|
$802,797
0.71% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
30,513
shares
|
$756,112
0.33% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
29,473
shares
|
$730,340
0.01% of portfolio
|
Q2 2025
Added 70.39%
|