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 |
|---|---|---|---|---|---|
|
Bennett Selby Investments LP
|
Oct 08, 2025 Q3 2025 |
13,470
shares
|
$334,056
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,926
shares
|
$320,564
0.1% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
11,824
shares
|
$293,235
0.02% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
11,522
shares
|
$285,745
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
11,488
shares
|
$284,902
0.05% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
11,220
shares
|
$278,256
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,636
shares
|
$263,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,274
shares
|
$254,795
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
9,483
shares
|
$235,178
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
9,440
shares
|
$234,112
0.04% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,901
shares
|
$220,744
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,876
shares
|
$220,124
0.0% of portfolio
|
Q3 2025
Reduced 51.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
8,646
shares
|
$214,420
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
8,530
shares
|
$211,544
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
8,505
shares
|
$210,924
0.06% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
8,435
shares
|
$209,188
0.03% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,347
shares
|
$182,205
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
6,000
shares
|
$148,800
0.07% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,998
shares
|
$148,750
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,545
shares
|
$137,516
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
5,400
shares
|
$133,920
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,074
shares
|
$125,835
0.0% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
4,993
shares
|
$123,826
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,602
shares
|
$64,529
0.0% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,405
shares
|
$59,644
0.0% of portfolio
|
Q2 2025
New holding
|