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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
12,384
shares
|
$306,875
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
12,085
shares
|
$299,466
0.29% of portfolio
|
Q2 2025
Added 32.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,074
shares
|
$299,193
0.0% of portfolio
|
Q4 2024
Added 91.47%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
11,797
shares
|
$292,329
0.09% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
11,723
shares
|
$290,495
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
11,220
shares
|
$278,031
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
10,988
shares
|
$272,282
0.05% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
10,482
shares
|
$259,743
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
10,212
shares
|
$253,053
0.04% of portfolio
|
Q4 2024
Added 117.79%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,873
shares
|
$244,652
0.13% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,901
shares
|
$220,566
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,821
shares
|
$218,584
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
8,804
shares
|
$218,163
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,677
shares
|
$215,016
0.0% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,646
shares
|
$214,247
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
8,505
shares
|
$210,753
0.05% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
8,290
shares
|
$205,426
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,347
shares
|
$182,058
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,160
shares
|
$177,424
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,000
shares
|
$148,680
0.08% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,998
shares
|
$148,630
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,861
shares
|
$145,235
0.0% of portfolio
|
Q1 2025
Reduced 59.73%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,529
shares
|
$137,008
0.0% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,400
shares
|
$133,812
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
4,981
shares
|
$123,429
0.04% of portfolio
|
Q1 2025
Added 0.16%
|