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 117 institutions that hold shares in the stock, with a total of 7.28 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
11,018
shares
|
$271,263
0.15% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,212
shares
|
$251,419
0.04% of portfolio
|
Q4 2024
Added 117.79%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,845
shares
|
$242,383
0.0% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
9,288
shares
|
$228,670
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
9,100
shares
|
$224,042
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
8,804
shares
|
$216,754
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
8,641
shares
|
$212,741
0.11% of portfolio
|
Q4 2024
Added 107.32%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,290
shares
|
$204,099
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,520
shares
|
$185,142
0.0% of portfolio
|
Q4 2024
Added 103.41%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,347
shares
|
$180,883
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,998
shares
|
$147,670
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,820
shares
|
$143,288
0.24% of portfolio
|
Q2 2024
Added 17.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,400
shares
|
$132,948
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
4,973
shares
|
$122,435
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,602
shares
|
$113,301
0.0% of portfolio
|
Q4 2024
Added 1000.96%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
4,188
shares
|
$103,108
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,446
shares
|
$84,840
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,354
shares
|
$57,955
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,223
shares
|
$54,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,090
shares
|
$51,455
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
2,073
shares
|
$51,037
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,720
shares
|
$42,346
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,553
shares
|
$38,234
0.0% of portfolio
|
Q4 2024
Added 99.87%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,349
shares
|
$33,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,220
shares
|
$30,036
0.0% of portfolio
|
Q4 2024
Added 100.0%
|