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 7.38 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,658
shares
|
$586,718
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
23,152
shares
|
$574,169
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
23,038
shares
|
$571,342
0.43% of portfolio
|
Q1 2025
Added 295.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
22,861
shares
|
$566,952
0.02% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
22,778
shares
|
$564,894
0.36% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,189
shares
|
$525,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
19,682
shares
|
$488,113
0.01% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
19,650
shares
|
$487,320
0.32% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
19,583
shares
|
$485,658
0.0% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,945
shares
|
$469,836
0.0% of portfolio
|
Q2 2025
Reduced 76.57%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
18,737
shares
|
$464,677
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
18,625
shares
|
$461,900
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
17,993
shares
|
$446,226
0.03% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
17,685
shares
|
$438,588
0.13% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
17,641
shares
|
$437,496
0.02% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,562
shares
|
$435,537
0.33% of portfolio
|
Q1 2022
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
17,380
shares
|
$431,024
0.14% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
16,751
shares
|
$415,424
0.0% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
16,699
shares
|
$414,135
0.18% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
16,226
shares
|
$402,404
0.24% of portfolio
|
Q2 2025
Reduced 46.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
14,658
shares
|
$363,518
0.01% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
13,870
shares
|
$343,976
0.16% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,725
shares
|
$340,380
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
13,604
shares
|
$337,379
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,542
shares
|
$335,841
0.01% of portfolio
|
Q3 2025
New holding
|