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 |
|---|---|---|---|---|---|---|---|
|
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
$29.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-121- 0.21% |
$2.94K - $5.99K
|
58.9K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.4K+ 105.02% |
$302K - $616K
|
24.3K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
12.9K+ 37.17% |
$315K - $641K
|
47.8K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
203+ 100.0% |
$4.93K - $10.1K
|
406
$9.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.1K+ 38.39% |
$172K - $351K
|
25.6K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
14.2K+ 87.05% |
$346K - $705K
|
30.6K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.4K+ 341.96% |
$521K - $1.06M
|
27.7K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49.1K+ 88.33% |
$1.19M - $2.43M
|
105K
$2.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.65K+ 101.5% |
$210K - $428K
|
17.2K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
85.2KNew |
$2.07M - $4.22M
|
85.2K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
100K+ 116.36% |
$2.44M - $4.96M
|
186K
$4.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
8.67K+ 63.14% |
$211K - $429K
|
22.4K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.98K+ 25.21% |
$48.2K - $98.2K
|
9.85K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.22KNew |
$54K - $110K
|
2.22K
$54.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.51K+ 100.0% |
$134K - $273K
|
11K
$269K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.47K+ 107.32% |
$109K - $222K
|
8.64K
$211K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
113+ 1.77% |
$5.43K - $5.61K
|
6.49K
$158K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-726- 1.0% |
$34.9K - $36.1K
|
72.1K
$1.76M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12.8K- 30.17% |
$615K - $635K
|
29.6K
$722K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.61KNew |
$270K - $279K
|
5.61K
$137K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.7KNew |
$130K - $134K
|
2.7K
$65.9K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
67.9KNew |
$3.27M - $3.38M
|
67.9K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.9K+ 11.4% |
$332K - $343K
|
67.4K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-29.5K- 77.36% |
$1.42M - $1.46M
|
8.63K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18KNew |
$864K - $892K
|
18K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
22.1KNew |
$1.06M - $1.1M
|
22.1K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8.75KNew |
$421K - $435K
|
8.75K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-845- 6.29% |
$40.6K - $42K
|
12.6K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 3.64% |
$147K - $152K
|
81.2K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 8.73% |
$4.81K - $4.97K
|
1.05K
$25.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30.2K+ 101.22% |
$1.45M - $1.5M
|
60K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.4K- 8.05% |
$643K - $664K
|
153K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.7K+ 369600.0% |
$178K - $184K
|
3.7K
$90.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.8KNew |
$1.53M - $1.58M
|
31.8K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79KNew |
$3.8M - $3.93M
|
79K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.6K- 67.47% |
$2.53M - $2.62M
|
25.4K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.41K+ 12.73% |
$116K - $120K
|
21.3K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-202- 6.31% |
$9.71K - $10K
|
3K
$73.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.96K+ 16.91% |
$431K - $445K
|
61.9K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 1.01% |
$96.2 - $99.4
|
201
$4.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.11K+ 10.95% |
$53.2K - $55K
|
11.2K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.28K+ 71.92% |
$254K - $262K
|
12.6K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.93K+ 2.39% |
$189K - $195K
|
168K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$48.1 - $49.7
|
1
$24.4
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29New |
$1.39K - $1.44K
|
29
$707
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.51K+ 6.61% |
$217K - $224K
|
72.8K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.51KNew |
$265K - $274K
|
5.51K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.8KNew |
$758K - $783K
|
15.8K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
146KNew |
$7.04M - $7.27M
|
146K
$3.57M
|
|