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 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
12+ 0.24% |
$292 - $298
|
4.99K
$125K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
10+ 0.11% |
$243 - $248
|
8.82K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-25- 0.1% |
$608 - $620
|
24.4K
$610K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36- 0.41% |
$876 - $893
|
8.65K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-75- 0.26% |
$1.82K - $1.86K
|
28.3K
$707K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-86- 0.48% |
$2.09K - $2.13K
|
17.7K
$441K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 10.07% |
$2.72K - $2.78K
|
1K
$25K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-172- 1.0% |
$4.18K - $4.27K
|
17K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-322- 0.49% |
$7.83K - $7.99K
|
65K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-448- 0.42% |
$10.9K - $11.1K
|
106K
$2.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-529- 2.32% |
$12.9K - $13.1K
|
22.2K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-581- 2.4% |
$14.1K - $14.4K
|
23.7K
$590K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-643- 5.45% |
$15.6K - $16K
|
11.2K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-650- 1.39% |
$15.8K - $16.1K
|
46K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-706- 0.34% |
$17.2K - $17.5K
|
205K
$5.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-787- 13.43% |
$19.1K - $19.5K
|
5.07K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.08K- 4.5% |
$26.2K - $26.7K
|
22.9K
$570K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.15K- 10.39% |
$27.8K - $28.4K
|
9.87K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.24K- 59.52% |
$30.3K - $30.9K
|
846
$21.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.59% |
$32.8K - $33.4K
|
83.2K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.51K- 5.96% |
$36.7K - $37.4K
|
23.8K
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.98K- 18.86% |
$48.1K - $49K
|
8.51K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.98K- 18.86% |
$48.1K - $49K
|
8.51K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.68K- 30.88% |
$65.2K - $66.5K
|
6K
$150K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.79K- 18.44% |
$92.1K - $94K
|
16.8K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-4.42K- 16.48% |
$107K - $110K
|
22.4K
$558K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.58K- 8.19% |
$136K - $139K
|
62.6K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.69K- 26.91% |
$163K - $166K
|
18.2K
$453K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.08K- 27.71% |
$172K - $176K
|
18.5K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.29K- 27.14% |
$177K - $181K
|
19.6K
$489K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-8.66K- 1.99% |
$211K - $215K
|
427K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-14.3K- 46.82% |
$347K - $354K
|
16.2K
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.5K- 45.08% |
$353K - $360K
|
17.7K
$441K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15.8K- 16.25% |
$385K - $393K
|
81.6K
$2.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.9K- 4.81% |
$461K - $470K
|
375K
$9.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.2K- 5.8% |
$467K - $476K
|
312K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.1K- 10.78% |
$733K - $747K
|
249K
$6.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.9K- 25.09% |
$1.19M - $1.21M
|
146K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61.9K- 76.57% |
$1.51M - $1.54M
|
18.9K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82.6K- 67.78% |
$2.01M - $2.05M
|
39.3K
$980K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-101K- 64.25% |
$2.46M - $2.51M
|
56.2K
$1.4M
|