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 124 institutions that hold shares in the stock, with a total of 7.35 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
11,021
shares
|
$273,761
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,600
shares
|
$263,304
0.0% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,274
shares
|
$255,206
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
9,483
shares
|
$235,557
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
9,440
shares
|
$234,489
0.04% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
8,901
shares
|
$221,100
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,876
shares
|
$220,479
0.0% of portfolio
|
Q3 2025
Reduced 51.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
8,646
shares
|
$214,766
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
8,530
shares
|
$211,885
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
8,435
shares
|
$209,525
0.03% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
8,435
shares
|
$209,525
0.06% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,347
shares
|
$182,499
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,661
shares
|
$165,459
0.0% of portfolio
|
Q3 2025
Reduced 51.04%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
6,000
shares
|
$149,040
0.07% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,998
shares
|
$148,990
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,562
shares
|
$138,160
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
5,400
shares
|
$134,136
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,168
shares
|
$128,373
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,689
shares
|
$91,634
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
3,033
shares
|
$75,339
0.02% of portfolio
|
Q3 2025
Reduced 39.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,602
shares
|
$64,633
0.0% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,354
shares
|
$58,473
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$57,132
0.0% of portfolio
|
Q3 2025
Added 35.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,574
shares
|
$39,098
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,452
shares
|
$36,067
0.0% of portfolio
|
Q2 2025
Added 41.15%
|
|