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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,553
shares
|
$38,048
0.0% of portfolio
|
Q4 2024
Added 99.87%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,349
shares
|
$33,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,131
shares
|
$27,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,087
shares
|
$26,631
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,084
shares
|
$26,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
876
shares
|
$21,462
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
739
shares
|
$18,105
0.01% of portfolio
|
Q4 2024
Added 65.7%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
406
shares
|
$9,947
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
406
shares
|
$9,947
0.0% of portfolio
|
Q4 2024
Added 101.99%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
240
shares
|
$5,880
0.01% of portfolio
|
Q3 2022
Reduced 89.99%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
240
shares
|
$5,880
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
157
shares
|
$3,846
0.0% of portfolio
|
Q4 2024
Added 98.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
156
shares
|
$3,822
0.0% of portfolio
|
Q4 2024
Added 437.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
80
shares
|
$1,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
36
shares
|
$882
0.0% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
22
shares
|
$539
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2
shares
|
$49
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|