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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
246K+ 127.88% |
$5.99M - $12.2M
|
439K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
212K+ 111.86% |
$5.15M - $10.5M
|
401K
$9.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
192KNew |
$4.67M - $9.52M
|
192K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
187K+ 122.5% |
$4.55M - $9.27M
|
340K
$8.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 103.36% |
$4.23M - $8.62M
|
342K
$8.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
170K+ 116.09% |
$4.13M - $8.41M
|
316K
$7.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
170K+ 103.28% |
$4.13M - $8.41M
|
334K
$8.19M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
163K+ 115.46% |
$3.96M - $8.07M
|
304K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
162K+ 1025.1% |
$3.93M - $8M
|
177K
$4.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
117K+ 195.22% |
$2.85M - $5.8M
|
177K
$4.35M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
102KNew |
$2.47M - $5.04M
|
102K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
100K+ 116.36% |
$2.44M - $4.96M
|
186K
$4.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
99.9K+ 93.65% |
$2.43M - $4.95M
|
207K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
96.2K+ 142.67% |
$2.34M - $4.77M
|
164K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
93.2K+ 158.99% |
$2.27M - $4.62M
|
152K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
88.3K+ 452.54% |
$2.15M - $4.37M
|
108K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.1K+ 110.09% |
$2.12M - $4.31M
|
166K
$4.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
85.2KNew |
$2.07M - $4.22M
|
85.2K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
75K+ 100.0% |
$1.82M - $3.71M
|
150K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.9K+ 119.42% |
$1.8M - $3.66M
|
136K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
73.3K+ 138.98% |
$1.78M - $3.63M
|
126K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
64.3K+ 99.78% |
$1.56M - $3.18M
|
129K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.1K+ 78.96% |
$1.56M - $3.17M
|
145K
$3.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
61K+ 114.51% |
$1.48M - $3.02M
|
114K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49.1K+ 88.33% |
$1.19M - $2.43M
|
105K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46.6K+ 126.39% |
$1.13M - $2.31M
|
83.4K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
43.9K+ 110.82% |
$1.07M - $2.17M
|
83.5K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
41.5K+ 118.85% |
$1.01M - $2.06M
|
76.5K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
34.7K+ 100.0% |
$844K - $1.72M
|
69.4K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.9K+ 524.99% |
$704K - $1.43M
|
34.5K
$845K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
27.1K+ 100.0% |
$658K - $1.34M
|
54.2K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
22.8KNew |
$554K - $1.13M
|
22.8K
$558K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.6K+ 100.57% |
$549K - $1.12M
|
45K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.4K+ 104.84% |
$543K - $1.11M
|
43.7K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.4K+ 341.96% |
$521K - $1.06M
|
27.7K
$679K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
14.2K+ 87.05% |
$346K - $705K
|
30.6K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 77.41% |
$342K - $696K
|
32.2K
$790K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
13.4KNew |
$327K - $666K
|
13.4K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
12.9K+ 37.17% |
$315K - $641K
|
47.8K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12.7K+ 100.78% |
$308K - $628K
|
25.3K
$620K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.4K+ 105.02% |
$302K - $616K
|
24.3K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 107.41% |
$294K - $600K
|
23.4K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
11.9K+ 95.91% |
$290K - $592K
|
24.4K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.3K+ 44.97% |
$276K - $562K
|
36.6K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.8K+ 101.41% |
$264K - $537K
|
21.5K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 81.18% |
$249K - $508K
|
22.9K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 154.36% |
$246K - $501K
|
16.7K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
10.1K+ 33.97% |
$244K - $498K
|
39.6K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.29KNew |
$226K - $460K
|
9.29K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
9.1KNew |
$221K - $451K
|
9.1K
$223K
|