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 119 institutions that hold shares in the stock, with a total of 7.31 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,388
shares
|
$573,006
0.0% of portfolio
|
Q4 2024
Added 107.41%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
22,869
shares
|
$560,290
0.0% of portfolio
|
Q4 2024
Added 81.18%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
22,774
shares
|
$557,963
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
22,641
shares
|
$554,704
0.03% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
22,350
shares
|
$547,575
0.13% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
21,547
shares
|
$527,901
0.0% of portfolio
|
Q4 2024
Added 101.41%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
19,901
shares
|
$487,574
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
17,896
shares
|
$438,452
0.02% of portfolio
|
Q4 2024
Added 78.89%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,562
shares
|
$430,269
0.33% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
17,297
shares
|
$423,776
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
17,187
shares
|
$421,081
0.2% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,028
shares
|
$392,686
0.02% of portfolio
|
Q4 2024
Reduced 49.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
15,868
shares
|
$388,766
0.01% of portfolio
|
Q4 2024
Added 95.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
15,111
shares
|
$370,219
0.0% of portfolio
|
Q4 2024
Added 34.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
14,553
shares
|
$356,548
0.01% of portfolio
|
Q4 2024
Added 54.69%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
14,357
shares
|
$351,746
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
13,870
shares
|
$339,815
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
13,852
shares
|
$339,374
0.0% of portfolio
|
Q4 2024
Added 105.34%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
13,439
shares
|
$329,255
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
13,276
shares
|
$325,262
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
12,756
shares
|
$312,522
0.0% of portfolio
|
Q4 2024
Added 96.46%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
12,405
shares
|
$303,922
0.0% of portfolio
|
Q4 2024
Added 172.94%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
11,772
shares
|
$288,414
0.08% of portfolio
|
Q4 2024
Added 100.31%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
11,723
shares
|
$287,213
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
11,220
shares
|
$274,890
0.0% of portfolio
|
Q4 2024
Added 100.0%
|