Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.8KNew |
$214K - $436K
|
8.8K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
8.67K+ 63.14% |
$211K - $429K
|
22.4K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.65K+ 101.5% |
$210K - $428K
|
17.2K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
8.29KNew |
$202K - $411K
|
8.29K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.15K+ 132.87% |
$198K - $404K
|
14.3K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.89K+ 78.89% |
$192K - $391K
|
17.9K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.86K+ 172.94% |
$191K - $389K
|
12.4K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.73K+ 95.08% |
$188K - $383K
|
15.9K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.11K+ 105.34% |
$173K - $352K
|
13.9K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.1K+ 38.39% |
$172K - $351K
|
25.6K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6.94K+ 100.0% |
$169K - $343K
|
13.9K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.67K+ 102.07% |
$162K - $330K
|
13.2K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.26K+ 96.46% |
$152K - $310K
|
12.8K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.9K+ 100.31% |
$143K - $292K
|
11.8K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.89K+ 102.13% |
$143K - $292K
|
11.7K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.61K+ 100.0% |
$136K - $278K
|
11.2K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.52K+ 117.79% |
$134K - $274K
|
10.2K
$250K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.51K+ 100.0% |
$134K - $273K
|
11K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.15K+ 54.69% |
$125K - $255K
|
14.6K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.97KNew |
$121K - $246K
|
4.97K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.56K+ 6.72% |
$111K - $226K
|
72.5K
$1.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.47K+ 107.32% |
$109K - $222K
|
8.64K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.18K+ 1000.96% |
$102K - $207K
|
4.6K
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.91K+ 34.85% |
$94.9K - $193K
|
15.1K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.82K+ 103.41% |
$92.9K - $189K
|
7.52K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3K+ 100.0% |
$72.9K - $149K
|
6K
$147K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.7K+ 100.0% |
$65.6K - $134K
|
5.4K
$132K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.22KNew |
$54K - $110K
|
2.22K
$54.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.98K+ 25.21% |
$48.2K - $98.2K
|
9.85K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.72K+ 100.0% |
$41.9K - $85.3K
|
3.45K
$84.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.35KNew |
$32.8K - $66.8K
|
1.35K
$33.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.13KNew |
$27.5K - $56K
|
1.13K
$27.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08KNew |
$26.4K - $53.7K
|
1.08K
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.05K+ 100.0% |
$25.4K - $51.8K
|
2.09K
$51.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
860+ 100.0% |
$20.9K - $42.6K
|
1.72K
$42.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
776+ 99.87% |
$18.9K - $38.4K
|
1.55K
$38.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
610+ 100.0% |
$14.8K - $30.2K
|
1.22K
$29.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
438+ 100.0% |
$10.6K - $21.7K
|
876
$21.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
293+ 65.7% |
$7.12K - $14.5K
|
739
$18.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
205+ 101.99% |
$4.98K - $10.2K
|
406
$9.96K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
203+ 100.0% |
$4.93K - $10.1K
|
406
$9.96K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127+ 437.93% |
$3.09K - $6.29K
|
156
$3.83K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
120+ 100.0% |
$2.92K - $5.94K
|
240
$5.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
80New |
$1.94K - $3.96K
|
80
$1.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
78+ 98.73% |
$1.9K - $3.86K
|
157
$3.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11+ 100.0% |
$267 - $545
|
22
$539
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 100.0% |
$24.3 - $49.5
|
2
$49
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-121- 0.21% |
$2.94K - $5.99K
|
58.9K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-266- 1.18% |
$6.47K - $13.2K
|
22.4K
$548K
|