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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
146KNew |
$7.04M - $7.27M
|
146K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79KNew |
$3.8M - $3.93M
|
79K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
58.6KNew |
$2.82M - $2.91M
|
58.6K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
53.2KNew |
$2.56M - $2.65M
|
53.2K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
43.4K+ 29.05% |
$2.09M - $2.16M
|
193K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.8KNew |
$1.53M - $1.58M
|
31.8K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30.2K+ 101.22% |
$1.45M - $1.5M
|
60K
$1.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29K+ 96.41% |
$1.39M - $1.44M
|
59K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
22.1KNew |
$1.06M - $1.1M
|
22.1K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18KNew |
$864K - $892K
|
18K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.8KNew |
$758K - $783K
|
15.8K
$385K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 31.96% |
$753K - $778K
|
64.7K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.5K+ 72.31% |
$743K - $768K
|
36.8K
$900K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
11.2K+ 97.31% |
$536K - $554K
|
22.6K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.96K+ 16.91% |
$431K - $445K
|
61.9K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8.75KNew |
$421K - $435K
|
8.75K
$214K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
8.74K+ 5.62% |
$420K - $434K
|
164K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.85KNew |
$378K - $390K
|
7.85K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.81K+ 10.96% |
$376K - $388K
|
79.1K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.9K+ 11.4% |
$332K - $343K
|
67.4K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
6.4K+ 13.81% |
$308K - $318K
|
52.8K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.27KNew |
$301K - $311K
|
6.27K
$153K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
6.17K+ 21.55% |
$297K - $307K
|
34.8K
$851K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.51KNew |
$265K - $274K
|
5.51K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.28K+ 71.92% |
$254K - $262K
|
12.6K
$308K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
4.94K+ 3.63% |
$238K - $246K
|
141K
$3.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.76K+ 15.79% |
$229K - $237K
|
34.9K
$853K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.69KNew |
$225K - $233K
|
4.69K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.51K+ 6.61% |
$217K - $224K
|
72.8K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.28K+ 12.11% |
$206K - $213K
|
39.6K
$967K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.17KNew |
$200K - $207K
|
4.17K
$102K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.95K+ 2.13% |
$190K - $196K
|
189K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.93K+ 2.39% |
$189K - $195K
|
168K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.7K+ 369600.0% |
$178K - $184K
|
3.7K
$90.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.67K+ 3.2% |
$128K - $133K
|
86.1K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.41K+ 12.73% |
$116K - $120K
|
21.3K
$521K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 29.61% |
$72K - $74.4K
|
6.55K
$160K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.11K+ 10.95% |
$53.2K - $55K
|
11.2K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
915+ 11.93% |
$44K - $45.5K
|
8.59K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
777New |
$37.4K - $38.6K
|
777
$19K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
461+ 4.5% |
$22.2K - $22.9K
|
10.7K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
438New |
$21.1K - $21.8K
|
438
$10.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
435+ 2.73% |
$20.9K - $21.6K
|
16.4K
$399K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
418New |
$20.1K - $20.8K
|
418
$10.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
349+ 3.19% |
$16.8K - $17.3K
|
11.3K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
240+ 1.96% |
$11.5K - $11.9K
|
12.5K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
120New |
$5.77K - $5.96K
|
120
$2.93K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
113+ 1.77% |
$5.43K - $5.61K
|
6.49K
$159K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
113+ 0.83% |
$5.43K - $5.61K
|
13.7K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
90+ 0.46% |
$4.33K - $4.47K
|
19.5K
$477K
|