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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,409
shares
|
$34,999
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,349
shares
|
$33,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,308
shares
|
$32,490
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,087
shares
|
$27,001
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$24,840
0.0% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
739
shares
|
$18,356
0.01% of portfolio
|
Q4 2024
Added 65.7%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
687
shares
|
$17,065
0.0% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
510
shares
|
$12,668
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
419
shares
|
$10,407
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
406
shares
|
$10,085
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
403
shares
|
$10,010
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
369
shares
|
$9,165
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
350
shares
|
$8,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
280
shares
|
$6,955
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
256
shares
|
$6,359
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
240
shares
|
$5,961
0.01% of portfolio
|
Q3 2022
Reduced 89.99%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
200
shares
|
$4,968
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
157
shares
|
$3,899
0.0% of portfolio
|
Q4 2024
Added 98.73%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
44
shares
|
$1,092
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
21
shares
|
$521
0.0% of portfolio
|
Q3 2025
Reduced 46.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10
shares
|
$248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2
shares
|
$49
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|