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 115 institutions that hold shares in the stock, with a total of 6.89 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
439,079
shares
|
$10.8 Million
1.54% of portfolio
|
Q4 2024
Added 127.88%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
400,883
shares
|
$9.83 Million
0.0% of portfolio
|
Q4 2024
Added 111.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
342,482
shares
|
$8.4 Million
0.02% of portfolio
|
Q4 2024
Added 103.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
339,849
shares
|
$8.33 Million
0.0% of portfolio
|
Q4 2024
Added 122.5%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
334,109
shares
|
$8.19 Million
1.74% of portfolio
|
Q4 2024
Added 103.28%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
316,135
shares
|
$7.75 Million
0.37% of portfolio
|
Q4 2024
Added 116.09%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
304,127
shares
|
$7.46 Million
5.59% of portfolio
|
Q4 2024
Added 115.46%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
206,569
shares
|
$5.07 Million
0.06% of portfolio
|
Q4 2024
Added 93.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
192,154
shares
|
$4.71 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
186,286
shares
|
$4.57 Million
2.32% of portfolio
|
Q4 2024
Added 116.36%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
177,361
shares
|
$4.35 Million
0.27% of portfolio
|
Q4 2024
Added 1025.1%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
177,205
shares
|
$4.35 Million
1.69% of portfolio
|
Q4 2024
Added 195.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
166,222
shares
|
$4.08 Million
0.0% of portfolio
|
Q4 2024
Added 110.09%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
163,641
shares
|
$4.01 Million
0.05% of portfolio
|
Q4 2024
Added 142.67%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
151,814
shares
|
$3.72 Million
0.36% of portfolio
|
Q4 2024
Added 158.99%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
150,000
shares
|
$3.68 Million
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
145,245
shares
|
$3.56 Million
0.0% of portfolio
|
Q4 2024
Added 78.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
135,834
shares
|
$3.33 Million
0.01% of portfolio
|
Q4 2024
Added 119.42%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
128,650
shares
|
$3.15 Million
0.67% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
126,085
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
Added 138.98%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
114,197
shares
|
$2.8 Million
1.03% of portfolio
|
Q4 2024
Added 114.51%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
107,823
shares
|
$2.64 Million
0.27% of portfolio
|
Q4 2024
Added 452.54%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
104,619
shares
|
$2.57 Million
0.67% of portfolio
|
Q4 2024
Added 88.33%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
102,217
shares
|
$2.51 Million
1.99% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
101,742
shares
|
$2.49 Million
2.1% of portfolio
|
Q4 2024
New holding
|