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 107 institutions that hold shares in the stock, with a total of 3.4 Million shares, which have been reported (via 13F filing form) to have a value of $83.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
192,677
shares
|
$4.71 Million
3.49% of portfolio
|
Q3 2024
Added 29.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
189,219
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
168,413
shares
|
$4.11 Million
0.02% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
164,357
shares
|
$4.02 Million
1.67% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
152,739
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
146,296
shares
|
$3.57 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
141,152
shares
|
$3.45 Million
5.48% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
106,669
shares
|
$2.61 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
102,217
shares
|
$2.5 Million
1.99% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
92,421
shares
|
$2.26 Million
0.66% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
86,099
shares
|
$2.1 Million
2.45% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
81,161
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
79,121
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
79,001
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
75,000
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2023
Added 15.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
72,874
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2024
Added 11.89%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
72,796
shares
|
$1.78 Million
0.29% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
67,433
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
64,665
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
64,395
shares
|
$1.57 Million
0.66% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
61,906
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
60,024
shares
|
$1.47 Million
1.21% of portfolio
|
Q3 2024
Added 101.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
58,990
shares
|
$1.44 Million
0.08% of portfolio
|
Q3 2024
Added 96.41%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
58,618
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
55,550
shares
|
$1.36 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.87%
|