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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,658
shares
|
$590,267
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
23,038
shares
|
$574,798
0.43% of portfolio
|
Q1 2025
Added 295.84%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
22,897
shares
|
$571,280
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
22,861
shares
|
$570,381
0.02% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
22,378
shares
|
$558,331
0.37% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
22,245
shares
|
$555,012
0.38% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,189
shares
|
$528,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
19,901
shares
|
$496,529
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
19,682
shares
|
$491,065
0.01% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
19,583
shares
|
$488,595
0.0% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,945
shares
|
$472,677
0.0% of portfolio
|
Q2 2025
Reduced 76.57%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
18,737
shares
|
$467,488
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
18,458
shares
|
$460,527
0.0% of portfolio
|
Q2 2025
Reduced 27.71%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
18,168
shares
|
$453,291
0.17% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
17,683
shares
|
$441,190
0.03% of portfolio
|
Q2 2025
Reduced 45.08%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
17,666
shares
|
$440,766
0.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,562
shares
|
$438,171
0.33% of portfolio
|
Q1 2022
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
17,015
shares
|
$424,524
0.19% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
16,751
shares
|
$417,937
0.0% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
16,226
shares
|
$404,838
0.24% of portfolio
|
Q2 2025
Reduced 46.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
14,451
shares
|
$360,552
0.01% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
13,870
shares
|
$346,056
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,725
shares
|
$342,438
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
13,604
shares
|
$339,419
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
13,389
shares
|
$334,055
0.01% of portfolio
|
Q2 2025
Added 0.85%
|