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 125 institutions that hold shares in the stock, with a total of 7.37 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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
23,730
shares
|
$589,453
0.04% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,658
shares
|
$587,664
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
23,570
shares
|
$585,478
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
23,152
shares
|
$575,095
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
23,038
shares
|
$572,263
0.43% of portfolio
|
Q1 2025
Added 295.84%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
22,778
shares
|
$565,805
0.36% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21,639
shares
|
$537,512
0.0% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
19,650
shares
|
$488,106
0.32% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
18,625
shares
|
$462,645
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
17,993
shares
|
$446,946
0.03% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
17,685
shares
|
$439,295
0.13% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
17,641
shares
|
$438,202
0.02% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,562
shares
|
$436,240
0.33% of portfolio
|
Q1 2022
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
17,380
shares
|
$431,719
0.14% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
16,699
shares
|
$414,803
0.18% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
16,405
shares
|
$407,500
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
14,658
shares
|
$364,104
0.01% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
13,870
shares
|
$344,530
0.16% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
13,725
shares
|
$340,929
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,542
shares
|
$336,383
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bennett Selby Investments LP
|
Oct 08, 2025 Q3 2025 |
13,470
shares
|
$334,594
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,926
shares
|
$321,081
0.1% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
11,928
shares
|
$296,291
0.02% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
11,522
shares
|
$286,206
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
11,488
shares
|
$285,361
0.05% of portfolio
|
Q3 2025
Added 4.55%
|
|