Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
216KNew |
$5.33M - $5.4M
|
216K
$5.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
120KNew |
$2.96M - $3M
|
120K
$2.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
84.1KNew |
$2.07M - $2.1M
|
84.1K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
74.4K+ 114.5% |
$1.83M - $1.86M
|
139K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.7K+ 330.88% |
$1.55M - $1.57M
|
81.6K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36K+ 21.65% |
$888K - $900K
|
203K
$5.03M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28.4K+ 235.13% |
$700K - $710K
|
40.5K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
23.8K+ 19.01% |
$587K - $595K
|
149K
$3.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.5K+ 507.94% |
$580K - $588K
|
28.2K
$700K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.4K+ 7.52% |
$578K - $585K
|
335K
$8.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
23.3K+ 6.24% |
$574K - $581K
|
396K
$9.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.5K+ 114.52% |
$529K - $536K
|
40.2K
$998K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
21K+ 6.47% |
$517K - $524K
|
345K
$8.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
19.9K+ 62.8% |
$491K - $498K
|
51.7K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.6KNew |
$459K - $465K
|
18.6K
$463K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9K+ 5.32% |
$393K - $398K
|
315K
$7.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.6K+ 6.26% |
$385K - $390K
|
265K
$6.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.4K+ 9.08% |
$354K - $359K
|
173K
$4.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.5KNew |
$334K - $338K
|
13.5K
$336K
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
13.5KNew |
$332K - $336K
|
13.5K
$335K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.5KNew |
$284K - $288K
|
11.5K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
11KNew |
$272K - $275K
|
11K
$274K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.48KNew |
$234K - $237K
|
9.48K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.33K+ 6.71% |
$230K - $233K
|
148K
$3.68M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.53KNew |
$210K - $213K
|
8.53K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.66K+ 3.73% |
$189K - $191K
|
213K
$5.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.73K+ 1.58% |
$166K - $168K
|
434K
$10.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.06K+ 4.17% |
$149K - $151K
|
152K
$3.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.82K+ 5.85% |
$143K - $145K
|
105K
$2.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.89K+ 22.0% |
$121K - $122K
|
27.1K
$674K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.71K+ 5.93% |
$91.5K - $92.8K
|
66.3K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
3.69K+ 3.54% |
$91K - $92.2K
|
108K
$2.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.69KNew |
$90.9K - $92.2K
|
3.69K
$91.6K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.53K+ 4.59% |
$87.1K - $88.3K
|
80.5K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.8K+ 0.75% |
$69K - $69.9K
|
378K
$9.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.3K+ 5.85% |
$56.7K - $57.5K
|
41.6K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.77K+ 15.89% |
$43.7K - $44.3K
|
12.9K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 6.1% |
$37.9K - $38.4K
|
26.7K
$664K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$34.7K - $35.2K
|
1.41K
$35K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.31KNew |
$32.2K - $32.7K
|
1.31K
$32.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 9.48% |
$31.3K - $31.7K
|
14.7K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
709+ 3.1% |
$17.5K - $17.7K
|
23.6K
$585K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
684+ 0.42% |
$16.9K - $17.1K
|
164K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
600+ 35.29% |
$14.8K - $15K
|
2.3K
$57.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
500+ 4.55% |
$12.3K - $12.5K
|
11.5K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
450+ 2.12% |
$11.1K - $11.2K
|
21.6K
$538K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
403New |
$9.93K - $10.1K
|
403
$10K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
400+ 1.79% |
$9.86K - $9.99K
|
22.8K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
368+ 1.12% |
$9.07K - $9.19K
|
33.1K
$823K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
310+ 1.75% |
$7.64K - $7.74K
|
18K
$447K
|
|