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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
193KNew |
$4.69M - $4.79M
|
193K
$4.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
37K+ 18.91% |
$901K - $919K
|
233K
$5.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
36K+ 28.37% |
$876K - $894K
|
163K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.4K+ 25.07% |
$811K - $828K
|
166K
$4.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
31.7KNew |
$772K - $787K
|
31.7K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
21.2KNew |
$515K - $526K
|
21.2K
$525K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
20.7K+ 19.82% |
$504K - $514K
|
125K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.9K+ 58.55% |
$484K - $493K
|
53.8K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
19.5K+ 16.31% |
$474K - $483K
|
139K
$3.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.7KNew |
$456K - $465K
|
18.7K
$464K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.4KNew |
$301K - $307K
|
12.4K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$298K - $304K
|
12.2K
$303K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 70.39% |
$296K - $302K
|
29.5K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$259K - $264K
|
10.6K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 11.8% |
$255K - $260K
|
99.3K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.4K+ 2.59% |
$229K - $233K
|
373K
$9.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.9KNew |
$216K - $221K
|
8.9K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.47K+ 70.11% |
$206K - $210K
|
20.5K
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
8.07K+ 2.55% |
$196K - $200K
|
324K
$8.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.44K+ 90.0% |
$157K - $160K
|
13.6K
$337K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6KNew |
$146K - $149K
|
6K
$149K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.64K+ 22.6% |
$113K - $115K
|
25.2K
$624K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
3.81K+ 3.04% |
$92.6K - $94.5K
|
129K
$3.19M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.41KNew |
$58.5K - $59.7K
|
2.41K
$59.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.95K+ 11.02% |
$47.5K - $48.5K
|
19.7K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.7KNew |
$41.3K - $42.2K
|
1.7K
$42.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08K+ 2.07% |
$26.1K - $26.7K
|
53K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
906+ 2.44% |
$22K - $22.5K
|
38K
$942K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
905+ 0.63% |
$22K - $22.5K
|
145K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
539+ 0.34% |
$13.1K - $13.4K
|
158K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
451+ 41.15% |
$11K - $11.2K
|
1.55K
$38.3K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
350New |
$8.51K - $8.68K
|
350
$8.67K
|
|
|
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 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
256New |
$6.23K - $6.35K
|
256
$6.34K
|
|
|
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
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 0.86% |
$2.46K - $2.51K
|
11.8K
$293K
|
|
|
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
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.43% |
$1.07K - $1.09K
|
10.3K
$254K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
22+ 100.0% |
$535 - $546
|
44
$1.09K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$486 - $496
|
20
$496
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$389 - $397
|
5.55K
$137K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
12+ 0.24% |
$292 - $298
|
4.99K
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
10+ 0.11% |
$243 - $248
|
8.82K
$219K
|