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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
25+ 0.15% |
$607 - $616
|
17.2K
$424K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
25+ 0.21% |
$607 - $616
|
11.8K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 1.35% |
$510 - $518
|
1.57K
$38.8K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
17+ 0.82% |
$413 - $419
|
2.09K
$51.6K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8+ 0.16% |
$194 - $197
|
4.98K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 1.23% |
$121 - $123
|
411
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-127- 0.92% |
$3.08K - $3.13K
|
13.7K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-144- 0.8% |
$3.5K - $3.55K
|
17.8K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-189- 21.58% |
$4.59K - $4.66K
|
687
$17K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-333- 2.48% |
$8.09K - $8.21K
|
13.1K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-345- 1.42% |
$8.38K - $8.5K
|
23.9K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-360- 4.79% |
$8.74K - $8.87K
|
7.16K
$177K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-414- 0.2% |
$10.1K - $10.2K
|
206K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-711- 0.49% |
$17.3K - $17.5K
|
145K
$3.57M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-720- 2.81% |
$17.5K - $17.7K
|
24.9K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-844- 24.49% |
$20.5K - $20.8K
|
2.6K
$64.2K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-994- 47.56% |
$24.1K - $24.5K
|
1.1K
$27K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-996- 4.62% |
$24.2K - $24.6K
|
20.6K
$507K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.17K- 11.86% |
$28.4K - $28.8K
|
8.68K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 1.4% |
$36.8K - $37.3K
|
106K
$2.62M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 20.1% |
$73.8K - $74.9K
|
12.1K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-3.58K- 2.78% |
$86.8K - $88.1K
|
125K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.6K- 0.82% |
$87.3K - $88.6K
|
435K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-3.79K- 12.39% |
$92K - $93.4K
|
26.8K
$661K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 11.8% |
$92.3K - $93.7K
|
28.4K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6K- 3.67% |
$146K - $148K
|
158K
$3.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.96K- 1.74% |
$169K - $172K
|
394K
$9.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.99K- 11.88% |
$170K - $172K
|
51.9K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7.16K- 6.85% |
$174K - $177K
|
97.5K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.12K- 63.66% |
$197K - $200K
|
4.64K
$114K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.69K- 59.73% |
$211K - $214K
|
5.86K
$145K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.97K- 5.39% |
$218K - $221K
|
157K
$3.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-9.13K- 23.03% |
$222K - $225K
|
30.5K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.8K- 3.43% |
$285K - $290K
|
331K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 10.25% |
$338K - $343K
|
122K
$3.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-15.6K- 32.59% |
$378K - $384K
|
32.2K
$795K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-18.9K- 68.19% |
$459K - $466K
|
8.81K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-19.9K- 23.36% |
$483K - $491K
|
65.3K
$1.61M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.9K- 23.62% |
$508K - $515K
|
67.6K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60.4K- 17.77% |
$1.47M - $1.49M
|
279K
$6.9M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-61.1K- 34.47% |
$1.49M - $1.51M
|
116K
$2.87M
|