Schwab Strategic Tr 1 5 Yr C SCHJ

SCHJ Quotes by TradingView
Institutional shares held 7.32 Million
0 calls
0 puts
Total value of holdings $180M
$0 calls
$0 puts
# of Institutions 121

Quarterly Institutional Activity in SCHJ

Shares Bought
Shares Sold
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Top Institutions Holding SCHJ

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Latest Institutional Activity in SCHJ

Top Purchases

Q1 2025
Victrix Investment Advisors Shares Held: 60.6K ($1.49M)
60.6K Shares purchased
New Holding
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 68.2K ($1.68M)
21K Shares purchased
44.52% Added
Q1 2025
Level Financial Advisors, Inc. Shares Held: 19.9K ($490K)
19.9K Shares purchased
New Holding
Q1 2025
White Wing Wealth Management Shares Held: 316K ($7.79M)
11.8K Shares purchased
3.89% Added
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 8.68K ($214K)
8.68K Shares purchased
New Holding
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Top Sells

Q1 2025
Sightline Wealth Advisors, LLC Shares Held: 65.3K ($1.61M)
19.9K Shares sold
23.36% Reduced
Q1 2025
Stephens Group Asset Management, LLC Shares Held: 8.81K ($217K)
18.9K Shares sold
68.19% Reduced
Q1 2025
Charles Schwab Trust CO Shares Held: 32.2K ($793K)
15.6K Shares sold
32.59% Reduced
Q1 2025
Capasso Planning Partners LLC Shares Held: 30.5K ($752K)
9.13K Shares sold
23.03% Reduced
Q1 2025
Rosenberg Matthew Hamilton Shares Held: 97.5K ($2.4M)
7.16K Shares sold
6.85% Reduced
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About SCHJ

SCHJ Chart by TradingView
SCHJ Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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