Latest Institutional Transactions on Schwab Strategic Tr 1 5 Yr C (SCHJ)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 1 5 Yr C (SCHJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.27K+ 2.38% |
$104K - $106K
|
184K
$4.55M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 10.07% |
$2.72K - $2.78K
|
1K
$24.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.44K+ 90.0% |
$157K - $160K
|
13.6K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.9K- 25.09% |
$1.19M - $1.21M
|
146K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.29K- 27.14% |
$177K - $181K
|
19.6K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
539+ 0.34% |
$13.1K - $13.4K
|
158K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-650- 1.39% |
$15.8K - $16.1K
|
46K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.1K- 10.78% |
$733K - $747K
|
249K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
21.2KNew |
$515K - $526K
|
21.2K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
451+ 41.15% |
$11K - $11.2K
|
1.55K
$38.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82.6K- 67.78% |
$2.01M - $2.05M
|
39.3K
$974K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61.9K- 76.57% |
$1.51M - $1.54M
|
18.9K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.08K- 4.5% |
$26.2K - $26.7K
|
22.9K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.41KNew |
$58.5K - $59.7K
|
2.41K
$59.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.4K+ 25.07% |
$811K - $828K
|
166K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-86- 0.48% |
$2.09K - $2.13K
|
17.7K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.47K+ 70.11% |
$206K - $210K
|
20.5K
$509K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$259K - $264K
|
10.6K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.9K+ 58.55% |
$484K - $493K
|
53.8K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.59% |
$32.8K - $33.4K
|
83.2K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-448- 0.42% |
$10.9K - $11.1K
|
106K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
37K+ 18.91% |
$901K - $919K
|
233K
$5.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-101K- 64.25% |
$2.46M - $2.51M
|
56.2K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
350New |
$8.51K - $8.68K
|
350
$8.67K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$389 - $397
|
5.55K
$137K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
905+ 0.63% |
$22K - $22.5K
|
145K
$3.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.98K- 18.86% |
$48.1K - $49K
|
8.51K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.7KNew |
$41.3K - $42.2K
|
1.7K
$42.1K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-75- 0.26% |
$1.82K - $1.86K
|
28.3K
$702K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
12+ 0.24% |
$292 - $298
|
4.99K
$124K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
31.7KNew |
$772K - $787K
|
31.7K
$786K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$486 - $496
|
20
$496
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$298K - $304K
|
12.2K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.4K+ 2.59% |
$229K - $233K
|
373K
$9.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-581- 2.4% |
$14.1K - $14.4K
|
23.7K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 11.8% |
$255K - $260K
|
99.3K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.2K- 5.8% |
$467K - $476K
|
312K
$7.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.64K+ 22.6% |
$113K - $115K
|
25.2K
$624K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.95K+ 11.02% |
$47.5K - $48.5K
|
19.7K
$488K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-643- 5.45% |
$15.6K - $16K
|
11.2K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
906+ 2.44% |
$22K - $22.5K
|
38K
$942K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-14.3K- 46.82% |
$347K - $354K
|
16.2K
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-706- 0.34% |
$17.2K - $17.5K
|
205K
$5.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.08K- 27.71% |
$172K - $176K
|
18.5K
$457K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.43% |
$1.07K - $1.09K
|
10.3K
$254K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
22+ 100.0% |
$535 - $546
|
44
$1.09K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 0.86% |
$2.46K - $2.51K
|
11.8K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
193KNew |
$4.69M - $4.79M
|
193K
$4.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6KNew |
$146K - $149K
|
6K
$149K
|