Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 1 - 5 YR C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
133KNew |
$3.23M - $3.28M
|
133K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
88.5KNew |
$2.15M - $2.18M
|
88.5K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80.9KNew |
$1.96M - $1.99M
|
80.9K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
60.6KNew |
$1.47M - $1.49M
|
60.6K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
47K+ 14.88% |
$1.14M - $1.16M
|
363K
$8.96M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
44.1K+ 29.05% |
$1.07M - $1.09M
|
196K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.2KNew |
$807K - $819K
|
33.2K
$820K
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
32.4KNew |
$787K - $799K
|
32.4K
$800K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
28.1K+ 36.79% |
$683K - $693K
|
105K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
26.9KNew |
$653K - $663K
|
26.9K
$663K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21K+ 44.52% |
$510K - $518K
|
68.2K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
19.9KNew |
$483K - $491K
|
19.9K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9K+ 111.88% |
$436K - $442K
|
34K
$838K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
17.2K+ 295.84% |
$418K - $424K
|
23K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
12.4KNew |
$302K - $306K
|
12.4K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
11.8K+ 3.89% |
$287K - $292K
|
316K
$7.8M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.5KNew |
$255K - $258K
|
10.5K
$259K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
10.5KNew |
$255K - $258K
|
10.5K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.68KNew |
$211K - $214K
|
8.68K
$214K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8.68KNew |
$211K - $214K
|
8.68K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.47K+ 6.56% |
$133K - $135K
|
88.9K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.28K+ 4.62% |
$128K - $130K
|
119K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.01K+ 1.72% |
$122K - $124K
|
297K
$7.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.56KNew |
$86.5K - $87.8K
|
3.56K
$87.9K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.94K+ 6.74% |
$71.5K - $72.6K
|
46.6K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.9K+ 1.51% |
$70.4K - $71.4K
|
195K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
2.22K+ 2.18% |
$54K - $54.8K
|
104K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 9.18% |
$52.1K - $52.9K
|
25.5K
$630K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.08K+ 1.17% |
$50.4K - $51.1K
|
179K
$4.42M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.86K+ 11.72% |
$45.2K - $45.8K
|
17.7K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.4K+ 15.07% |
$34K - $34.5K
|
10.7K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 5.99% |
$33.3K - $33.8K
|
24.2K
$598K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.13K+ 100.0% |
$27.5K - $27.9K
|
2.26K
$55.8K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11KNew |
$27K - $27.4K
|
1.11K
$27.4K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11KNew |
$26.9K - $27.3K
|
1.11K
$27.3K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.08K+ 1.29% |
$26.1K - $26.5K
|
84.5K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
967+ 0.77% |
$23.5K - $23.8K
|
127K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
927+ 20.14% |
$22.5K - $22.9K
|
5.53K
$136K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
629+ 3.77% |
$15.3K - $15.5K
|
17.3K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
515+ 1.41% |
$12.5K - $12.7K
|
37.1K
$915K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
510New |
$12.4K - $12.6K
|
510
$12.6K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
257New |
$6.24K - $6.34K
|
257
$6.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
252+ 1.13% |
$6.12K - $6.21K
|
22.6K
$559K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
150New |
$3.64K - $3.7K
|
150
$3.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
79+ 0.6% |
$1.92K - $1.95K
|
13.3K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 0.6% |
$1.7K - $1.73K
|
11.7K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66+ 0.46% |
$1.6K - $1.63K
|
14.4K
$354K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
57+ 0.23% |
$1.38K - $1.41K
|
24.5K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
39New |
$947 - $961
|
39
$963
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32+ 0.13% |
$777 - $789
|
25.3K
$624K
|