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 112 institutions that hold shares in the stock, with a total of 4.28 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,347
shares
|
$180,074
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
6,935
shares
|
$169,976
0.17% of portfolio
|
Q4 2023
Reduced 8.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,746
shares
|
$165,344
0.0% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,553
shares
|
$160,614
0.01% of portfolio
|
Q3 2024
Added 29.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
6,493
shares
|
$159,143
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
5,877
shares
|
$144,045
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,820
shares
|
$142,648
0.24% of portfolio
|
Q2 2024
Added 17.39%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,765
shares
|
$141,300
0.02% of portfolio
|
Q3 2024
Reduced 32.1%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
5,610
shares
|
$137,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,514
shares
|
$135,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,400
shares
|
$132,354
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
4,545
shares
|
$111,397
0.0% of portfolio
|
Q3 2024
Reduced 80.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,697
shares
|
$90,613
0.0% of portfolio
|
Q3 2024
Added 369600.0%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,999
shares
|
$73,505
0.0% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,354
shares
|
$57,696
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,223
shares
|
$54,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,094
shares
|
$51,323
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,723
shares
|
$42,230
0.0% of portfolio
|
Q3 2023
Added 32.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,220
shares
|
$29,902
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,159
shares
|
$28,407
0.0% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,087
shares
|
$26,642
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,045
shares
|
$25,612
0.0% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
860
shares
|
$21,078
0.01% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
777
shares
|
$19,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
446
shares
|
$10,931
0.01% of portfolio
|
Q2 2022
Reduced 9.88%
|