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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,602
shares
|
$64,919
0.0% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,405
shares
|
$60,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,354
shares
|
$58,732
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,262
shares
|
$56,436
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,223
shares
|
$55,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,700
shares
|
$42,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,684
shares
|
$42,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,574
shares
|
$39,271
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,547
shares
|
$38,597
0.0% of portfolio
|
Q2 2025
Added 41.15%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,349
shares
|
$33,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,106
shares
|
$27,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,087
shares
|
$27,120
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,000
shares
|
$24,950
0.0% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
846
shares
|
$21,107
0.0% of portfolio
|
Q2 2025
Reduced 59.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
739
shares
|
$18,438
0.01% of portfolio
|
Q4 2024
Added 65.7%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
687
shares
|
$17,140
0.0% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
510
shares
|
$12,724
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
411
shares
|
$10,254
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
406
shares
|
$10,129
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
365
shares
|
$9,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
350
shares
|
$8,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
256
shares
|
$6,387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
240
shares
|
$5,988
0.01% of portfolio
|
Q3 2022
Reduced 89.99%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
240
shares
|
$5,988
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
157
shares
|
$3,917
0.0% of portfolio
|
Q4 2024
Added 98.73%
|