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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,562
shares
|
$87,589
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,602
shares
|
$63,983
0.0% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,354
shares
|
$57,884
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,262
shares
|
$55,622
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
2,223
shares
|
$54,663
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
2,090
shares
|
$51,393
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,574
shares
|
$38,704
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,349
shares
|
$33,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,112
shares
|
$27,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,106
shares
|
$27,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,096
shares
|
$26,950
0.0% of portfolio
|
Q1 2025
Reduced 47.56%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,087
shares
|
$26,729
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
739
shares
|
$18,172
0.01% of portfolio
|
Q4 2024
Added 65.7%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
687
shares
|
$16,893
0.0% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
510
shares
|
$12,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
411
shares
|
$10,106
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
406
shares
|
$9,983
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
257
shares
|
$6,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
240
shares
|
$5,901
0.01% of portfolio
|
Q3 2022
Reduced 89.99%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
240
shares
|
$5,901
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
157
shares
|
$3,860
0.0% of portfolio
|
Q4 2024
Added 98.73%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
150
shares
|
$3,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
80
shares
|
$1,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
39
shares
|
$959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
22
shares
|
$540
0.0% of portfolio
|
Q4 2024
Added 100.0%
|