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 132 institutions that hold shares in the stock, with a total of 7.34 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 |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
426,824
shares
|
$10.6 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
374,983
shares
|
$9.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
372,585
shares
|
$9.3 Million
0.41% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
334,109
shares
|
$8.34 Million
1.74% of portfolio
|
Q4 2024
Added 103.28%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
324,033
shares
|
$8.08 Million
5.51% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
311,546
shares
|
$7.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
299,200
shares
|
$7.47 Million
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
249,350
shares
|
$6.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
232,966
shares
|
$5.81 Million
0.54% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
205,449
shares
|
$5.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
192,974
shares
|
$4.81 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
186,286
shares
|
$4.65 Million
2.32% of portfolio
|
Q4 2024
Added 116.36%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
183,551
shares
|
$4.58 Million
1.66% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
166,471
shares
|
$4.15 Million
0.02% of portfolio
|
Q2 2025
Added 25.07%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
163,092
shares
|
$4.07 Million
1.28% of portfolio
|
Q2 2025
Added 28.37%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
158,176
shares
|
$3.95 Million
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
150,000
shares
|
$3.74 Million
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
146,111
shares
|
$3.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
145,439
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
138,956
shares
|
$3.47 Million
1.17% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
128,883
shares
|
$3.22 Million
0.64% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
125,310
shares
|
$3.13 Million
0.51% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
105,862
shares
|
$2.64 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
104,319
shares
|
$2.6 Million
2.07% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
102,217
shares
|
$2.55 Million
1.99% of portfolio
|
Q1 2023
Added 0.9%
|