Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
81.7K+ 23.69% |
$2.03M - $2.05M
|
427K
$10.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
31.9KNew |
$792K - $799K
|
31.9K
$793K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.2K+ 5.15% |
$402K - $406K
|
331K
$8.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
12.8K+ 2.94% |
$317K - $319K
|
446K
$11.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.34KNew |
$232K - $234K
|
9.34K
$232K
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
2.18K+ 16.18% |
$54.1K - $54.5K
|
15.7K
$389K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2K+ 33.33% |
$49.6K - $50K
|
8K
$199K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.92KNew |
$47.6K - $48K
|
1.92K
$47.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.69K+ 17.77% |
$41.8K - $42.2K
|
11.2K
$277K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
711New |
$17.6K - $17.8K
|
711
$17.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
633+ 6.16% |
$15.7K - $15.8K
|
10.9K
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
253+ 1.09% |
$6.27K - $6.33K
|
23.4K
$581K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-67- 0.79% |
$1.66K - $1.68K
|
8.37K
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-287- 0.27% |
$7.12K - $7.18K
|
108K
$2.68M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-492- 1.98% |
$12.2K - $12.3K
|
24.4K
$606K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-640- 0.53% |
$15.9K - $16K
|
120K
$2.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-843- 7.32% |
$20.9K - $21.1K
|
10.7K
$265K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-855- 4.75% |
$21.2K - $21.4K
|
17.1K
$426K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.94K- 2.38% |
$48.2K - $48.6K
|
79.7K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.19K- 14.95% |
$54.4K - $54.8K
|
12.5K
$310K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.27K- 1.07% |
$56.4K - $56.9K
|
211K
$5.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-20K- 18.84% |
$497K - $501K
|
86.3K
$2.14M
|
|