Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
120KNew |
$2.96M - $3M
|
120K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
74.4K+ 114.5% |
$1.83M - $1.86M
|
139K
$3.46M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28.4K+ 235.13% |
$700K - $710K
|
40.5K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
23.8K+ 19.01% |
$587K - $595K
|
149K
$3.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
23.3K+ 6.24% |
$574K - $581K
|
396K
$9.82M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
21K+ 6.47% |
$517K - $524K
|
345K
$8.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
19.9K+ 62.8% |
$491K - $498K
|
51.7K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.6KNew |
$459K - $465K
|
18.6K
$462K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9K+ 5.32% |
$393K - $398K
|
315K
$7.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.5KNew |
$334K - $338K
|
13.5K
$336K
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
13.5KNew |
$332K - $336K
|
13.5K
$334K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.5KNew |
$284K - $288K
|
11.5K
$286K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.48KNew |
$234K - $237K
|
9.48K
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.33K+ 6.71% |
$230K - $233K
|
148K
$3.68M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.53KNew |
$210K - $213K
|
8.53K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.66K+ 3.73% |
$189K - $191K
|
213K
$5.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.73K+ 1.58% |
$166K - $168K
|
434K
$10.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.82K+ 5.85% |
$143K - $145K
|
105K
$2.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.89K+ 22.0% |
$121K - $122K
|
27.1K
$673K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
3.69K+ 3.54% |
$91K - $92.2K
|
108K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.8K+ 0.75% |
$69K - $69.9K
|
378K
$9.37M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.77K+ 15.89% |
$43.7K - $44.3K
|
12.9K
$321K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$34.7K - $35.2K
|
1.41K
$34.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 9.48% |
$31.3K - $31.7K
|
14.7K
$364K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
684+ 0.42% |
$16.9K - $17.1K
|
164K
$4.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
500+ 4.55% |
$12.3K - $12.5K
|
11.5K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
403New |
$9.93K - $10.1K
|
403
$9.99K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
400+ 1.79% |
$9.86K - $9.99K
|
22.8K
$565K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
310+ 1.75% |
$7.64K - $7.74K
|
18K
$446K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
280New |
$6.9K - $6.99K
|
280
$6.94K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
255+ 1.11% |
$6.29K - $6.37K
|
23.2K
$574K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
200New |
$4.93K - $5K
|
200
$4.96K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
43+ 0.11% |
$1.06K - $1.07K
|
38K
$943K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18+ 0.18% |
$444 - $450
|
10.3K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-18- 46.15% |
$444 - $450
|
21
$521
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-201- 0.45% |
$4.95K - $5.02K
|
44.8K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-316- 1.86% |
$7.79K - $7.89K
|
16.7K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-545- 1.03% |
$13.4K - $13.6K
|
52.4K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-788- 4.34% |
$19.4K - $19.7K
|
17.4K
$431K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.22K- 11.14% |
$54.6K - $55.4K
|
17.7K
$439K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.6K- 15.59% |
$113K - $115K
|
24.9K
$617K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.79K- 19.58% |
$118K - $120K
|
19.7K
$487K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.58K- 51.91% |
$236K - $239K
|
8.88K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-22.5K- 17.49% |
$556K - $563K
|
106K
$2.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-26.3K- 11.29% |
$649K - $657K
|
207K
$5.13M
|