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 128 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
435,484
shares
|
$10.7 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
393,922
shares
|
$9.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
363,181
shares
|
$8.93 Million
0.44% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
334,109
shares
|
$8.22 Million
1.74% of portfolio
|
Q4 2024
Added 103.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
330,732
shares
|
$8.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Apr 21, 2025 Q1 2025 |
315,963
shares
|
$7.77 Million
5.88% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
296,637
shares
|
$7.29 Million
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
279,474
shares
|
$6.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
206,155
shares
|
$5.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
195,920
shares
|
$4.82 Million
0.48% of portfolio
|
Q1 2025
Added 29.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
195,051
shares
|
$4.8 Million
0.01% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
186,286
shares
|
$4.58 Million
2.32% of portfolio
|
Q4 2024
Added 116.36%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
179,280
shares
|
$4.41 Million
1.76% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
157,637
shares
|
$3.88 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
157,257
shares
|
$3.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
150,000
shares
|
$3.69 Million
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
144,534
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
133,515
shares
|
$3.28 Million
0.11% of portfolio
|
Q4 2024
Added 85.06%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
133,105
shares
|
$3.27 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
127,052
shares
|
$3.12 Million
1.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
125,075
shares
|
$3.08 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
121,916
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
119,474
shares
|
$2.94 Million
1.08% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
116,218
shares
|
$2.86 Million
0.18% of portfolio
|
Q1 2025
Reduced 34.47%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
106,310
shares
|
$2.61 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.4%
|