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 111 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $93.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
17,957
shares
|
$438,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,562
shares
|
$428,864
0.33% of portfolio
|
Q1 2022
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
17,162
shares
|
$419,096
0.2% of portfolio
|
Q4 2024
Added 101.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
15,764
shares
|
$384,956
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,622
shares
|
$308,229
0.0% of portfolio
|
Q3 2024
Added 71.92%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
12,584
shares
|
$307,301
0.05% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
12,456
shares
|
$304,175
0.43% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,276
shares
|
$275,359
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,206
shares
|
$273,650
0.0% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
11,018
shares
|
$269,059
0.15% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,698
shares
|
$261,245
0.0% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
10,004
shares
|
$244,297
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,845
shares
|
$240,414
0.0% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,408
shares
|
$229,743
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,748
shares
|
$213,626
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
8,641
shares
|
$211,013
0.11% of portfolio
|
Q4 2024
Added 107.32%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,626
shares
|
$210,646
0.01% of portfolio
|
Q3 2024
Reduced 77.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
8,586
shares
|
$209,670
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
8,134
shares
|
$198,632
0.01% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,850
shares
|
$191,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,347
shares
|
$179,413
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
6,935
shares
|
$169,352
0.17% of portfolio
|
Q4 2023
Reduced 8.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,746
shares
|
$164,737
0.0% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,553
shares
|
$160,024
0.01% of portfolio
|
Q3 2024
Added 29.61%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,531
shares
|
$159,487
0.01% of portfolio
|
Q3 2024
Added 0.54%
|