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 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
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
85.2KNew |
$2.07M - $4.22M
|
85.2K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49.1K+ 88.33% |
$1.19M - $2.43M
|
105K
$2.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.47K+ 107.32% |
$109K - $222K
|
8.64K
$212K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.51K+ 100.0% |
$134K - $273K
|
11K
$270K
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12.6K- 49.07% |
$604K - $624K
|
13K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8.75KNew |
$421K - $435K
|
8.75K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18KNew |
$864K - $892K
|
18K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-29.5K- 77.36% |
$1.42M - $1.46M
|
8.63K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79KNew |
$3.8M - $3.93M
|
79K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.6K- 67.47% |
$2.53M - $2.62M
|
25.4K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.85KNew |
$378K - $390K
|
7.85K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$48.1 - $49.7
|
1
$24.5
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.51K+ 6.61% |
$217K - $224K
|
72.8K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
915+ 11.93% |
$44K - $45.5K
|
8.59K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.18K- 34.8% |
$105K - $108K
|
4.08K
$100K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.09KNew |
$99.9K - $101K
|
2.09K
$51.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6KNew |
$1.03M - $1.04M
|
21.6K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53+ 0.71% |
$2.53K - $2.56K
|
7.52K
$184K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
44.6K+ 2.66% |
$2.13M - $2.16M
|
1.73M
$42.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12KNew |
$573K - $580K
|
12K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$178K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 2.36% |
$1.34K - $1.35K
|
1.16K
$28.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$178K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
862+ 17.39% |
$41.1K - $41.7K
|
5.82K
$143K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$95.5 - $96.7
|
2
$49.1
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 198.53% |
$77.9K - $78.7K
|
2.44K
$59.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
101K+ 2014.37% |
$4.86M - $4.91M
|
106K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 26.77% |
$132K - $133K
|
13K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
140+ 424.24% |
$6.72K - $6.79K
|
173
$4.24K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.3K+ 7.65% |
$351K - $354K
|
103K
$2.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$4.8K - $4.85K
|
100
$2.45K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
205New |
$9.53K - $9.92K
|
205
$5.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.35KNew |
$342K - $355K
|
7.35K
$180K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56New |
$2.6K - $2.71K
|
56
$1.37K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32- 0.74% |
$1.49K - $1.55K
|
4.28K
$105K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 2.63% |
$884 - $919
|
741
$18.2K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
238New |
$11.2K - $11.3K
|
238
$5.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
679New |
$31.8K - $32.3K
|
679
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$281 - $285
|
6
$147
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
202New |
$9.47K - $9.6K
|
202
$4.96K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
164New |
$7.69K - $7.79K
|
164
$4.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1K- 18.72% |
$46.9K - $47.5K
|
4.34K
$106K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$47.1 - $47.8
|
1
$24.5
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-750- 75.0% |
$35.4K - $35.8K
|
250
$6.13K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6+ 0.01% |
$283 - $287
|
92.4K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$23.6K - $23.9K
|
500
$12.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-55- 2.86% |
$2.59K - $2.63K
|
1.87K
$45.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
83New |
$3.91K - $3.97K
|
83
$2.04K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|