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 |
|---|---|---|---|---|---|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,354
shares
|
$58,379
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,262
shares
|
$56,097
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,700
shares
|
$42,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,574
shares
|
$39,035
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,547
shares
|
$38,365
0.0% of portfolio
|
Q2 2025
Added 41.15%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,409
shares
|
$34,943
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,349
shares
|
$33,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,106
shares
|
$27,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,087
shares
|
$26,957
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$24,800
0.0% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
739
shares
|
$18,327
0.01% of portfolio
|
Q4 2024
Added 65.7%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
687
shares
|
$17,037
0.0% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
510
shares
|
$12,648
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
411
shares
|
$10,192
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
406
shares
|
$10,068
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
403
shares
|
$9,994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
365
shares
|
$9,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
350
shares
|
$8,680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
280
shares
|
$6,944
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
256
shares
|
$6,348
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
240
shares
|
$5,952
0.01% of portfolio
|
Q3 2022
Reduced 89.99%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
240
shares
|
$5,952
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
200
shares
|
$4,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
157
shares
|
$3,893
0.0% of portfolio
|
Q4 2024
Added 98.73%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
44
shares
|
$1,091
0.0% of portfolio
|
Q2 2025
Added 100.0%
|