Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
36K+ 28.37% |
$876K - $894K
|
163K
$4.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
20.7K+ 19.82% |
$504K - $514K
|
125K
$3.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
19.5K+ 16.31% |
$474K - $483K
|
139K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.4KNew |
$301K - $307K
|
12.4K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 70.39% |
$296K - $302K
|
29.5K
$730K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.9KNew |
$216K - $221K
|
8.9K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
8.07K+ 2.55% |
$196K - $200K
|
324K
$8.03M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.99K+ 32.8% |
$72.6K - $74.1K
|
12.1K
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 0.86% |
$62.3K - $63.6K
|
299K
$7.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
358+ 1.11% |
$8.71K - $8.88K
|
32.8K
$812K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
354+ 0.34% |
$8.61K - $8.78K
|
104K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
300+ 2.81% |
$7.3K - $7.44K
|
11K
$272K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
275+ 0.45% |
$6.69K - $6.82K
|
60.8K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
256+ 1.13% |
$6.23K - $6.35K
|
22.9K
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
113+ 0.85% |
$2.75K - $2.8K
|
13.4K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94+ 0.65% |
$2.29K - $2.33K
|
14.5K
$358K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$1.41K - $1.44K
|
58
$1.44K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
10+ 0.11% |
$243 - $248
|
8.82K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-25- 0.1% |
$608 - $620
|
24.4K
$605K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36- 0.41% |
$876 - $893
|
8.65K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-172- 1.0% |
$4.18K - $4.27K
|
17K
$422K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-322- 0.49% |
$7.83K - $7.99K
|
65K
$1.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-529- 2.32% |
$12.9K - $13.1K
|
22.2K
$551K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.15K- 10.39% |
$27.8K - $28.4K
|
9.87K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.24K- 59.52% |
$30.3K - $30.9K
|
846
$21K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.51K- 5.96% |
$36.7K - $37.4K
|
23.8K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.98K- 18.86% |
$48.1K - $49K
|
8.51K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.68K- 30.88% |
$65.2K - $66.5K
|
6K
$149K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-4.42K- 16.48% |
$107K - $110K
|
22.4K
$555K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.69K- 26.91% |
$163K - $166K
|
18.2K
$450K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-8.66K- 1.99% |
$211K - $215K
|
427K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.5K- 45.08% |
$353K - $360K
|
17.7K
$438K
|