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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
11,018
shares
|
$269,941
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
10,688
shares
|
$261,856
0.05% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,212
shares
|
$250,194
0.04% of portfolio
|
Q4 2024
Added 117.79%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,845
shares
|
$241,202
0.0% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
9,100
shares
|
$222,950
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
8,811
shares
|
$215,869
0.02% of portfolio
|
Q1 2025
Reduced 68.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
8,804
shares
|
$215,698
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
8,682
shares
|
$212,709
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,680
shares
|
$212,660
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,290
shares
|
$203,105
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,520
shares
|
$184,240
0.0% of portfolio
|
Q4 2024
Added 103.41%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,347
shares
|
$180,001
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,998
shares
|
$146,951
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,820
shares
|
$142,590
0.24% of portfolio
|
Q2 2024
Added 17.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,400
shares
|
$132,300
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
4,973
shares
|
$121,838
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,602
shares
|
$112,749
0.0% of portfolio
|
Q4 2024
Added 1000.96%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
4,188
shares
|
$102,606
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,562
shares
|
$87,269
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,446
shares
|
$84,427
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,354
shares
|
$57,673
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
2,223
shares
|
$54,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,090
shares
|
$51,205
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
2,073
shares
|
$50,788
0.01% of portfolio
|
Q4 2024
New holding
|