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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
12,384
shares
|
$308,980
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
12,240
shares
|
$305,388
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
12,085
shares
|
$301,520
0.29% of portfolio
|
Q2 2025
Added 32.8%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
11,824
shares
|
$295,008
0.02% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
11,220
shares
|
$279,939
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
11,154
shares
|
$278,292
0.08% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
10,988
shares
|
$274,150
0.05% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,636
shares
|
$265,368
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,256
shares
|
$255,887
0.04% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,873
shares
|
$246,331
0.13% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,901
shares
|
$222,079
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,821
shares
|
$220,083
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,646
shares
|
$215,717
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
8,505
shares
|
$212,199
0.05% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
8,505
shares
|
$212,199
0.06% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
8,290
shares
|
$206,835
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,347
shares
|
$183,307
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
6,000
shares
|
$149,700
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,000
shares
|
$149,700
0.08% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,998
shares
|
$149,650
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,545
shares
|
$138,347
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
5,400
shares
|
$134,730
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,074
shares
|
$126,596
0.0% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
4,993
shares
|
$124,575
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,635
shares
|
$115,643
0.0% of portfolio
|
Q1 2025
Reduced 63.66%
|