Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-101K- 64.25% |
$2.46M - $2.51M
|
56.2K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82.6K- 67.78% |
$2.01M - $2.05M
|
39.3K
$974K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61.9K- 76.57% |
$1.51M - $1.54M
|
18.9K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.9K- 25.09% |
$1.19M - $1.21M
|
146K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.1K- 10.78% |
$733K - $747K
|
249K
$6.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.2K- 5.8% |
$467K - $476K
|
312K
$7.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.9K- 4.81% |
$461K - $470K
|
375K
$9.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15.8K- 16.25% |
$385K - $393K
|
81.6K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.5K- 45.08% |
$353K - $360K
|
17.7K
$438K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-14.3K- 46.82% |
$347K - $354K
|
16.2K
$402K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-8.66K- 1.99% |
$211K - $215K
|
427K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.29K- 27.14% |
$177K - $181K
|
19.6K
$485K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.08K- 27.71% |
$172K - $176K
|
18.5K
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.69K- 26.91% |
$163K - $166K
|
18.2K
$450K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.58K- 8.19% |
$136K - $139K
|
62.6K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-4.42K- 16.48% |
$107K - $110K
|
22.4K
$555K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.68K- 30.88% |
$65.2K - $66.5K
|
6K
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.98K- 18.86% |
$48.1K - $49K
|
8.51K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.98K- 18.86% |
$48.1K - $49K
|
8.51K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.51K- 5.96% |
$36.7K - $37.4K
|
23.8K
$590K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.59% |
$32.8K - $33.4K
|
83.2K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.24K- 59.52% |
$30.3K - $30.9K
|
846
$21K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.15K- 10.39% |
$27.8K - $28.4K
|
9.87K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.08K- 4.5% |
$26.2K - $26.7K
|
22.9K
$566K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-787- 13.43% |
$19.1K - $19.5K
|
5.07K
$126K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-706- 0.34% |
$17.2K - $17.5K
|
205K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-650- 1.39% |
$15.8K - $16.1K
|
46K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-643- 5.45% |
$15.6K - $16K
|
11.2K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-581- 2.4% |
$14.1K - $14.4K
|
23.7K
$586K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-529- 2.32% |
$12.9K - $13.1K
|
22.2K
$551K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-448- 0.42% |
$10.9K - $11.1K
|
106K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-322- 0.49% |
$7.83K - $7.99K
|
65K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-172- 1.0% |
$4.18K - $4.27K
|
17K
$422K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 10.07% |
$2.72K - $2.78K
|
1K
$24.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-86- 0.48% |
$2.09K - $2.13K
|
17.7K
$438K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-75- 0.26% |
$1.82K - $1.86K
|
28.3K
$702K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36- 0.41% |
$876 - $893
|
8.65K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-25- 0.1% |
$608 - $620
|
24.4K
$605K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-61.1K- 34.47% |
$1.49M - $1.51M
|
116K
$2.88M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.9K- 23.62% |
$508K - $515K
|
67.6K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.12K- 63.66% |
$197K - $200K
|
4.64K
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.17K- 11.86% |
$28.4K - $28.8K
|
8.68K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-844- 24.49% |
$20.5K - $20.8K
|
2.6K
$64.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-333- 2.48% |
$8.09K - $8.21K
|
13.1K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-189- 21.58% |
$4.59K - $4.66K
|
687
$17K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-127- 0.92% |
$3.08K - $3.13K
|
13.7K
$340K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-22K- 99.84% |
$536K - $1.09M
|
36
$892
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-266- 1.18% |
$6.47K - $13.2K
|
22.4K
$554K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.18K- 34.8% |
$105K - $108K
|
4.08K
$101K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$180K
|
|