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 7.4 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
433,549
shares
|
$10.8 Million
1.3% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
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%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 31, 2025 Q3 2025 |
345,003
shares
|
$8.61 Million
5.44% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
334,109
shares
|
$8.34 Million
1.74% of portfolio
|
Q4 2024
Added 103.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
315,129
shares
|
$7.86 Million
0.01% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
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%
|
|
|
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
|
Oct 31, 2025 Q3 2025 |
213,106
shares
|
$5.32 Million
0.06% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
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 |
Oct 30, 2025 Q3 2025 |
163,776
shares
|
$4.09 Million
1.2% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
158,176
shares
|
$3.95 Million
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
149,136
shares
|
$3.72 Million
0.56% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
148,283
shares
|
$3.7 Million
1.16% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
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%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
120,213
shares
|
$3 Million
2.26% of portfolio
|
Q3 2025
New holding
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
108,011
shares
|
$2.69 Million
2.03% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
106,340
shares
|
$2.65 Million
0.56% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
105,862
shares
|
$2.64 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
102,217
shares
|
$2.55 Million
1.99% of portfolio
|
Q1 2023
Added 0.9%
|