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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
12,422
shares
|
$305,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,074
shares
|
$296,899
0.0% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
11,797
shares
|
$290,088
0.09% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
11,723
shares
|
$288,268
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
11,220
shares
|
$275,899
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
11,018
shares
|
$270,932
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
10,688
shares
|
$262,817
0.05% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
10,482
shares
|
$257,752
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
10,482
shares
|
$257,752
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
10,212
shares
|
$251,113
0.04% of portfolio
|
Q4 2024
Added 117.79%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
9,100
shares
|
$223,769
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
8,811
shares
|
$216,662
0.02% of portfolio
|
Q1 2025
Reduced 68.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
8,804
shares
|
$216,490
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
8,682
shares
|
$213,490
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,680
shares
|
$213,441
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,677
shares
|
$213,367
0.0% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
8,290
shares
|
$203,851
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,347
shares
|
$180,662
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,160
shares
|
$176,064
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,998
shares
|
$147,490
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,861
shares
|
$144,121
0.0% of portfolio
|
Q1 2025
Reduced 59.73%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,529
shares
|
$135,958
0.0% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,400
shares
|
$132,786
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
4,981
shares
|
$122,482
0.04% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,635
shares
|
$113,974
0.0% of portfolio
|
Q1 2025
Reduced 63.66%
|