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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,635
shares
|
$114,855
0.0% of portfolio
|
Q1 2025
Reduced 63.66%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,602
shares
|
$64,477
0.0% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,354
shares
|
$58,332
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,262
shares
|
$56,052
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,223
shares
|
$55,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,684
shares
|
$41,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,574
shares
|
$39,003
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,349
shares
|
$33,428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,112
shares
|
$27,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,106
shares
|
$27,406
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,096
shares
|
$27,158
0.0% of portfolio
|
Q1 2025
Reduced 47.56%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,087
shares
|
$26,935
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
846
shares
|
$20,963
0.0% of portfolio
|
Q2 2025
Reduced 59.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
739
shares
|
$18,312
0.01% of portfolio
|
Q4 2024
Added 65.7%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
687
shares
|
$17,023
0.0% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
510
shares
|
$12,637
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
411
shares
|
$10,184
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
406
shares
|
$10,060
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
257
shares
|
$6,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
240
shares
|
$5,947
0.01% of portfolio
|
Q3 2022
Reduced 89.99%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
240
shares
|
$5,947
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
157
shares
|
$3,890
0.0% of portfolio
|
Q4 2024
Added 98.73%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
150
shares
|
$3,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
80
shares
|
$1,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
58
shares
|
$1,437
0.0% of portfolio
|
Q2 2025
New holding
|