Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr 1 5 Yr C (SCHJ)
This table provides information about the institutional ownership of Schwab Strategic Tr 1 5 Yr C (SCHJ) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 1 - 5 YR C.
| 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
$4.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
37K+ 18.91% |
$901K - $919K
|
233K
$5.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
36K+ 28.37% |
$876K - $894K
|
163K
$4.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.4K+ 25.07% |
$811K - $828K
|
166K
$4.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
31.7KNew |
$772K - $787K
|
31.7K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
21.2KNew |
$515K - $526K
|
21.2K
$529K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
20.7K+ 19.82% |
$504K - $514K
|
125K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.9K+ 58.55% |
$484K - $493K
|
53.8K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
19.5K+ 16.31% |
$474K - $483K
|
139K
$3.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.7KNew |
$456K - $465K
|
18.7K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.4KNew |
$301K - $307K
|
12.4K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$298K - $304K
|
12.2K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 70.39% |
$296K - $302K
|
29.5K
$735K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$259K - $264K
|
10.6K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 11.8% |
$255K - $260K
|
99.3K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.4K+ 2.59% |
$229K - $233K
|
373K
$9.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.9KNew |
$216K - $221K
|
8.9K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.47K+ 70.11% |
$206K - $210K
|
20.5K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
8.07K+ 2.55% |
$196K - $200K
|
324K
$8.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.44K+ 90.0% |
$157K - $160K
|
13.6K
$339K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6KNew |
$146K - $149K
|
6K
$150K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.64K+ 22.6% |
$113K - $115K
|
25.2K
$629K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.27K+ 2.38% |
$104K - $106K
|
184K
$4.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
3.81K+ 3.04% |
$92.6K - $94.5K
|
129K
$3.22M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.99K+ 32.8% |
$72.6K - $74.1K
|
12.1K
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 0.86% |
$62.3K - $63.6K
|
299K
$7.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.41KNew |
$58.5K - $59.7K
|
2.41K
$60K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.95K+ 11.02% |
$47.5K - $48.5K
|
19.7K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.7KNew |
$41.3K - $42.2K
|
1.7K
$42.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08K+ 2.07% |
$26.1K - $26.7K
|
53K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
906+ 2.44% |
$22K - $22.5K
|
38K
$948K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
905+ 0.63% |
$22K - $22.5K
|
145K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
539+ 0.34% |
$13.1K - $13.4K
|
158K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
451+ 41.15% |
$11K - $11.2K
|
1.55K
$38.6K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
365New |
$8.88K - $9.06K
|
365
$9.11K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
358+ 1.11% |
$8.71K - $8.88K
|
32.8K
$817K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
354+ 0.34% |
$8.61K - $8.78K
|
104K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
350New |
$8.51K - $8.68K
|
350
$8.73K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
300+ 2.81% |
$7.3K - $7.44K
|
11K
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
275+ 0.45% |
$6.69K - $6.82K
|
60.8K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
256New |
$6.23K - $6.35K
|
256
$6.39K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
256+ 1.13% |
$6.23K - $6.35K
|
22.9K
$571K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
113+ 0.85% |
$2.75K - $2.8K
|
13.4K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 0.86% |
$2.46K - $2.51K
|
11.8K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94+ 0.65% |
$2.29K - $2.33K
|
14.5K
$361K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$1.41K - $1.44K
|
58
$1.45K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.43% |
$1.07K - $1.09K
|
10.3K
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
22+ 100.0% |
$535 - $546
|
44
$1.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$486 - $496
|
20
$499
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$389 - $397
|
5.55K
$138K
|