Latest Institutional Purchases of Schwab Strategic Tr 1 5 Yr C (SCHJ)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr 1 5 Yr C (SCHJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
20.7K+ 19.82% |
$504K - $514K
|
125K
$3.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
19.5K+ 16.31% |
$474K - $483K
|
139K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.4KNew |
$301K - $307K
|
12.4K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 70.39% |
$296K - $302K
|
29.5K
$730K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.9KNew |
$216K - $221K
|
8.9K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
8.07K+ 2.55% |
$196K - $200K
|
324K
$8.03M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.99K+ 32.8% |
$72.6K - $74.1K
|
12.1K
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 0.86% |
$62.3K - $63.6K
|
299K
$7.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
358+ 1.11% |
$8.71K - $8.88K
|
32.8K
$812K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
354+ 0.34% |
$8.61K - $8.78K
|
104K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
300+ 2.81% |
$7.3K - $7.44K
|
11K
$272K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
275+ 0.45% |
$6.69K - $6.82K
|
60.8K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
256+ 1.13% |
$6.23K - $6.35K
|
22.9K
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
113+ 0.85% |
$2.75K - $2.8K
|
13.4K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94+ 0.65% |
$2.29K - $2.33K
|
14.5K
$358K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$1.41K - $1.44K
|
58
$1.44K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
10+ 0.11% |
$243 - $248
|
8.82K
$219K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
133KNew |
$3.23M - $3.28M
|
133K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80.9KNew |
$1.96M - $1.99M
|
80.9K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
47K+ 14.88% |
$1.14M - $1.16M
|
363K
$9M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
44.1K+ 29.05% |
$1.07M - $1.09M
|
196K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.2KNew |
$807K - $819K
|
33.2K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
26.9KNew |
$653K - $663K
|
26.9K
$666K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21K+ 44.52% |
$510K - $518K
|
68.2K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
19.9KNew |
$483K - $491K
|
19.9K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9K+ 111.88% |
$436K - $442K
|
34K
$842K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
17.2K+ 295.84% |
$418K - $424K
|
23K
$571K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
12.4KNew |
$302K - $306K
|
12.4K
$308K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
10.5KNew |
$255K - $258K
|
10.5K
$260K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6KNew |
$146K - $148K
|
6K
$149K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.47K+ 6.56% |
$133K - $135K
|
88.9K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.56KNew |
$86.5K - $87.8K
|
3.56K
$88.3K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.94K+ 6.74% |
$71.5K - $72.6K
|
46.6K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.9K+ 1.51% |
$70.4K - $71.4K
|
195K
$4.83M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 9.18% |
$52.1K - $52.9K
|
25.5K
$633K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.08K+ 1.17% |
$50.4K - $51.1K
|
179K
$4.44M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.86K+ 11.72% |
$45.2K - $45.8K
|
17.7K
$439K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.68KNew |
$40.9K - $41.5K
|
1.68K
$41.7K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 5.99% |
$33.3K - $33.8K
|
24.2K
$601K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.13K+ 100.0% |
$27.5K - $27.9K
|
2.26K
$56.1K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11KNew |
$27K - $27.4K
|
1.11K
$27.6K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11KNew |
$26.9K - $27.3K
|
1.11K
$27.4K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.08K+ 1.29% |
$26.1K - $26.5K
|
84.5K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
967+ 0.77% |
$23.5K - $23.8K
|
127K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
927+ 20.14% |
$22.5K - $22.9K
|
5.53K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
515+ 1.41% |
$12.5K - $12.7K
|
37.1K
$919K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
510New |
$12.4K - $12.6K
|
510
$12.6K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
257New |
$6.24K - $6.34K
|
257
$6.37K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
150New |
$3.64K - $3.7K
|
150
$3.72K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 0.6% |
$1.7K - $1.73K
|
11.7K
$290K
|
|