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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
34.7K+ 100.0% |
$844K - $1.72M
|
69.4K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.86K+ 172.94% |
$191K - $389K
|
12.4K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.1K+ 78.96% |
$1.56M - $3.17M
|
145K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 81.18% |
$249K - $508K
|
22.9K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
10.1K+ 33.97% |
$244K - $498K
|
39.6K
$972K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 154.36% |
$246K - $501K
|
16.7K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
13.4KNew |
$327K - $666K
|
13.4K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
170K+ 116.09% |
$4.13M - $8.41M
|
316K
$7.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11+ 100.0% |
$267 - $545
|
22
$540
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
43.9K+ 110.82% |
$1.07M - $2.17M
|
83.5K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.89K+ 78.89% |
$192K - $391K
|
17.9K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
120+ 100.0% |
$2.92K - $5.94K
|
240
$5.89K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
99.9K+ 93.65% |
$2.43M - $4.95M
|
207K
$5.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
117K+ 195.22% |
$2.85M - $5.8M
|
177K
$4.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
293+ 65.7% |
$7.12K - $14.5K
|
739
$18.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
78+ 98.73% |
$1.9K - $3.86K
|
157
$3.85K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.9K+ 100.31% |
$143K - $292K
|
11.8K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
163K+ 115.46% |
$3.96M - $8.07M
|
304K
$7.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
27.1K+ 100.0% |
$658K - $1.34M
|
54.2K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.56K+ 6.72% |
$111K - $226K
|
72.5K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6.94K+ 100.0% |
$169K - $343K
|
13.9K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
41.5K+ 118.85% |
$1.01M - $2.06M
|
76.5K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 100.0% |
$24.3 - $49.5
|
2
$49.1
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
80New |
$1.94K - $3.96K
|
80
$1.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.6K+ 100.57% |
$549K - $1.12M
|
45K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
61K+ 114.51% |
$1.48M - $3.02M
|
114K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.67K+ 102.07% |
$162K - $330K
|
13.2K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
64.3K+ 99.78% |
$1.56M - $3.18M
|
129K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.7K+ 100.0% |
$65.6K - $134K
|
5.4K
$132K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.73K+ 95.08% |
$188K - $383K
|
15.9K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.29KNew |
$226K - $460K
|
9.29K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
11.9K+ 95.91% |
$290K - $592K
|
24.4K
$599K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-266- 1.18% |
$6.47K - $13.2K
|
22.4K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
246K+ 127.88% |
$5.99M - $12.2M
|
439K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
102KNew |
$2.47M - $5.04M
|
102K
$2.5M
|
|
|
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
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.52K+ 117.79% |
$134K - $274K
|
10.2K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46.6K+ 126.39% |
$1.13M - $2.31M
|
83.4K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-121- 0.21% |
$2.94K - $5.99K
|
58.9K
$1.44M
|
|
|
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
|
|
|
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
$9.96K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.4K+ 105.02% |
$302K - $616K
|
24.3K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
14.2K+ 87.05% |
$346K - $705K
|
30.6K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.4K+ 341.96% |
$521K - $1.06M
|
27.7K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
8.67K+ 63.14% |
$211K - $429K
|
22.4K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.98K+ 25.21% |
$48.2K - $98.2K
|
9.85K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.65K+ 101.5% |
$210K - $428K
|
17.2K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
100K+ 116.36% |
$2.44M - $4.96M
|
186K
$4.57M
|