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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
92,421
shares
|
$2.27 Million
0.66% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
85,190
shares
|
$2.09 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
83,465
shares
|
$2.05 Million
0.61% of portfolio
|
Q4 2024
Added 110.82%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
83,390
shares
|
$2.04 Million
0.04% of portfolio
|
Q4 2024
Added 126.39%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
76,458
shares
|
$1.87 Million
0.35% of portfolio
|
Q4 2024
Added 118.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
72,500
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
72,148
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
69,420
shares
|
$1.7 Million
0.37% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
58,869
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
54,156
shares
|
$1.33 Million
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
47,766
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2024
Added 37.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
47,187
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.03%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
45,033
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 100.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
43,676
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 104.84%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
39,641
shares
|
$971,997
0.41% of portfolio
|
Q4 2024
Added 33.97%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
36,576
shares
|
$896,843
0.12% of portfolio
|
Q4 2024
Added 44.97%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
34,462
shares
|
$845,008
0.0% of portfolio
|
Q4 2024
Added 524.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
32,200
shares
|
$789,544
0.01% of portfolio
|
Q4 2024
Added 77.41%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
30,583
shares
|
$749,895
0.56% of portfolio
|
Q4 2024
Added 87.05%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
27,702
shares
|
$679,253
0.06% of portfolio
|
Q4 2024
Added 341.96%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
25,578
shares
|
$627,172
0.24% of portfolio
|
Q3 2024
Reduced 49.07%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
25,266
shares
|
$619,522
0.04% of portfolio
|
Q4 2024
Added 100.78%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
24,403
shares
|
$598,361
0.42% of portfolio
|
Q4 2024
Added 95.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
24,283
shares
|
$595,419
0.03% of portfolio
|
Q4 2024
Added 105.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,388
shares
|
$573,473
0.0% of portfolio
|
Q4 2024
Added 107.41%
|