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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9K+ 111.88% |
$436K - $442K
|
34K
$842K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-144- 0.8% |
$3.5K - $3.55K
|
17.8K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.94K+ 6.74% |
$71.5K - $72.6K
|
46.6K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.2KNew |
$807K - $819K
|
33.2K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 1.23% |
$121 - $123
|
411
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-61.1K- 34.47% |
$1.49M - $1.51M
|
116K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
515+ 1.41% |
$12.5K - $12.7K
|
37.1K
$919K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-127- 0.92% |
$3.08K - $3.13K
|
13.7K
$340K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 11.8% |
$92.3K - $93.7K
|
28.4K
$704K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11KNew |
$26.9K - $27.3K
|
1.11K
$27.4K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
927+ 20.14% |
$22.5K - $22.9K
|
5.53K
$137K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-711- 0.49% |
$17.3K - $17.5K
|
145K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
12.4KNew |
$302K - $306K
|
12.4K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.12K- 63.66% |
$197K - $200K
|
4.64K
$115K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
47K+ 14.88% |
$1.14M - $1.16M
|
363K
$9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.13K+ 100.0% |
$27.5K - $27.9K
|
2.26K
$56.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 9.18% |
$52.1K - $52.9K
|
25.5K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 1.35% |
$510 - $518
|
1.57K
$39K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-414- 0.2% |
$10.1K - $10.2K
|
206K
$5.11M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
44.1K+ 29.05% |
$1.07M - $1.09M
|
196K
$4.85M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 1.4% |
$36.8K - $37.3K
|
106K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.69K- 59.73% |
$211K - $214K
|
5.86K
$145K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.47K+ 6.56% |
$133K - $135K
|
88.9K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.97K- 5.39% |
$218K - $221K
|
157K
$3.9M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11KNew |
$27K - $27.4K
|
1.11K
$27.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.8K- 3.43% |
$285K - $290K
|
331K
$8.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 5.99% |
$33.3K - $33.8K
|
24.2K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8+ 0.16% |
$194 - $197
|
4.98K
$123K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.08K+ 1.29% |
$26.1K - $26.5K
|
84.5K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.86K+ 11.72% |
$45.2K - $45.8K
|
17.7K
$439K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
150New |
$3.64K - $3.7K
|
150
$3.72K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
257New |
$6.24K - $6.34K
|
257
$6.37K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
25+ 0.21% |
$607 - $616
|
11.8K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
510New |
$12.4K - $12.6K
|
510
$12.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-189- 21.58% |
$4.59K - $4.66K
|
687
$17K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.96K- 1.74% |
$169K - $172K
|
394K
$9.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.17K- 11.86% |
$28.4K - $28.8K
|
8.68K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7.16K- 6.85% |
$174K - $177K
|
97.5K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.99K- 11.88% |
$170K - $172K
|
51.9K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
39New |
$947 - $961
|
39
$966
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-3.58K- 2.78% |
$86.8K - $88.1K
|
125K
$3.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-333- 2.48% |
$8.09K - $8.21K
|
13.1K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-9.13K- 23.03% |
$222K - $225K
|
30.5K
$756K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 0.6% |
$1.7K - $1.73K
|
11.7K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21K+ 44.52% |
$510K - $518K
|
68.2K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.56KNew |
$86.5K - $87.8K
|
3.56K
$88.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
19.9KNew |
$483K - $491K
|
19.9K
$493K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 91.47% |
$268K - $547K
|
23.1K
$573K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
344New |
$8.36K - $17K
|
344
$8.52K
|
|