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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
99,349
shares
|
$2.48 Million
0.04% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
92,421
shares
|
$2.31 Million
0.66% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
83,194
shares
|
$2.08 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
81,616
shares
|
$2.04 Million
0.48% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
72,500
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
69,420
shares
|
$1.73 Million
0.34% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
64,967
shares
|
$1.62 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
62,613
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
60,843
shares
|
$1.52 Million
0.67% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
56,226
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.25%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
54,156
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
53,843
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Added 58.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
52,953
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
45,970
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
45,033
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 100.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
39,287
shares
|
$980,210
0.0% of portfolio
|
Q2 2025
Reduced 67.78%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
37,997
shares
|
$948,025
0.12% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
34,462
shares
|
$859,826
0.0% of portfolio
|
Q4 2024
Added 524.99%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
32,397
shares
|
$808,305
0.71% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
31,738
shares
|
$791,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
29,473
shares
|
$735,351
0.01% of portfolio
|
Q2 2025
Added 70.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
28,325
shares
|
$706,708
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
25,195
shares
|
$628,615
0.0% of portfolio
|
Q2 2025
Added 22.6%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
24,435
shares
|
$609,653
0.4% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
23,790
shares
|
$593,560
0.04% of portfolio
|
Q2 2025
Reduced 5.96%
|