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 7.68 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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
28,400
shares
|
$703,752
0.01% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
26,877
shares
|
$666,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
25,534
shares
|
$632,732
0.0% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
24,435
shares
|
$605,499
0.4% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
24,239
shares
|
$600,642
0.0% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
23,938
shares
|
$593,183
0.03% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
23,790
shares
|
$589,516
0.04% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
23,038
shares
|
$570,881
0.43% of portfolio
|
Q1 2025
Added 295.84%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
22,897
shares
|
$567,387
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
22,378
shares
|
$554,526
0.37% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
22,245
shares
|
$551,231
0.38% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,551
shares
|
$509,253
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
19,901
shares
|
$493,146
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
18,168
shares
|
$450,203
0.17% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
17,752
shares
|
$439,894
0.02% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
17,728
shares
|
$439,299
0.01% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
17,683
shares
|
$438,184
0.03% of portfolio
|
Q2 2025
Reduced 45.08%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,562
shares
|
$435,186
0.33% of portfolio
|
Q1 2022
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
17,015
shares
|
$421,631
0.19% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
14,451
shares
|
$358,095
0.01% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
13,870
shares
|
$343,698
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,725
shares
|
$340,105
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
13,389
shares
|
$331,779
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
13,106
shares
|
$324,766
0.3% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
12,422
shares
|
$307,817
0.0% of portfolio
|
Q1 2025
New holding
|