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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,084
shares
|
$26,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
876
shares
|
$21,479
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
739
shares
|
$18,120
0.01% of portfolio
|
Q4 2024
Added 65.7%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
406
shares
|
$9,955
0.0% of portfolio
|
Q4 2024
Added 101.99%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
240
shares
|
$5,884
0.01% of portfolio
|
Q3 2022
Reduced 89.99%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
240
shares
|
$5,884
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
203
shares
|
$4,977
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
157
shares
|
$3,849
0.0% of portfolio
|
Q4 2024
Added 98.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
156
shares
|
$3,825
0.0% of portfolio
|
Q4 2024
Added 437.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
80
shares
|
$1,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
36
shares
|
$882
0.0% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
22
shares
|
$539
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2
shares
|
$49
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|