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 113 institutions that hold shares in the stock, with a total of 4.35 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
439,079
shares
|
$10.8 Million
1.54% of portfolio
|
Q4 2024
Added 127.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
189,219
shares
|
$4.64 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
186,286
shares
|
$4.57 Million
2.32% of portfolio
|
Q4 2024
Added 116.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
168,413
shares
|
$4.13 Million
0.02% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
164,357
shares
|
$4.03 Million
1.67% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
152,739
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
146,296
shares
|
$3.59 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
141,152
shares
|
$3.46 Million
5.48% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
128,650
shares
|
$3.15 Million
0.67% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
114,197
shares
|
$2.8 Million
1.03% of portfolio
|
Q4 2024
Added 114.51%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
106,669
shares
|
$2.61 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
104,619
shares
|
$2.56 Million
0.67% of portfolio
|
Q4 2024
Added 88.33%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
102,217
shares
|
$2.51 Million
1.99% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
101,742
shares
|
$2.49 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
92,421
shares
|
$2.27 Million
0.66% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
85,190
shares
|
$2.09 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
83,390
shares
|
$2.04 Million
0.04% of portfolio
|
Q4 2024
Added 126.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
81,161
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
79,121
shares
|
$1.94 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
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
76,458
shares
|
$1.87 Million
0.35% of portfolio
|
Q4 2024
Added 118.85%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
75,000
shares
|
$1.84 Million
0.06% of portfolio
|
Q2 2023
Added 15.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
72,148
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
67,937
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
67,433
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Added 11.4%
|