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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.09K+ 100.0% |
$50.9K - $104K
|
4.19K
$104K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
36.5KNew |
$888K - $1.81M
|
36.5K
$905K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61.4K+ 85.06% |
$1.49M - $3.04M
|
134K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-22K- 99.84% |
$536K - $1.09M
|
36
$892
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
860+ 100.0% |
$20.9K - $42.6K
|
1.72K
$42.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.35KNew |
$32.8K - $66.8K
|
1.35K
$33.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.8KNew |
$214K - $436K
|
8.8K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.9K+ 524.99% |
$704K - $1.43M
|
34.5K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08KNew |
$26.4K - $53.7K
|
1.08K
$26.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.61K+ 100.0% |
$136K - $278K
|
11.2K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127+ 437.93% |
$3.09K - $6.29K
|
156
$3.87K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
170K+ 103.28% |
$4.13M - $8.41M
|
334K
$8.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3K+ 100.0% |
$72.9K - $149K
|
6K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
34.7K+ 100.0% |
$844K - $1.72M
|
69.4K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
75K+ 100.0% |
$1.82M - $3.71M
|
150K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.86K+ 172.94% |
$191K - $389K
|
12.4K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11+ 100.0% |
$267 - $545
|
22
$545
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
120+ 100.0% |
$2.92K - $5.94K
|
240
$5.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
293+ 65.7% |
$7.12K - $14.5K
|
739
$18.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
78+ 98.73% |
$1.9K - $3.86K
|
157
$3.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.56K+ 6.72% |
$111K - $226K
|
72.5K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
27.1K+ 100.0% |
$658K - $1.34M
|
54.2K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
80New |
$1.94K - $3.96K
|
80
$1.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 100.0% |
$24.3 - $49.5
|
2
$49.6
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6.94K+ 100.0% |
$169K - $343K
|
13.9K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.6K+ 100.57% |
$549K - $1.12M
|
45K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.7K+ 100.0% |
$65.6K - $134K
|
5.4K
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-266- 1.18% |
$6.47K - $13.2K
|
22.4K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
8.29KNew |
$202K - $411K
|
8.29K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.52K+ 117.79% |
$134K - $274K
|
10.2K
$253K
|
|
|
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
$30.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
203+ 100.0% |
$4.93K - $10.1K
|
406
$10.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
100K+ 116.36% |
$2.44M - $4.96M
|
186K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.22KNew |
$54K - $110K
|
2.22K
$55.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.47K+ 107.32% |
$109K - $222K
|
8.64K
$214K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8.75KNew |
$421K - $435K
|
8.75K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18KNew |
$864K - $892K
|
18K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.85KNew |
$378K - $390K
|
7.85K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$48.1 - $49.7
|
1
$24.8
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.51K+ 6.61% |
$217K - $224K
|
72.8K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.18K- 34.8% |
$105K - $108K
|
4.08K
$101K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53+ 0.71% |
$2.53K - $2.56K
|
7.52K
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
44.6K+ 2.66% |
$2.13M - $2.16M
|
1.73M
$42.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12KNew |
$573K - $580K
|
12K
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$180K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 2.36% |
$1.34K - $1.35K
|
1.16K
$28.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$180K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$95.5 - $96.7
|
2
$49.6
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 198.53% |
$77.9K - $78.7K
|
2.44K
$60.4K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
140+ 424.24% |
$6.72K - $6.79K
|
173
$4.29K
|
|