Schwab Strategic Tr 1 5 Yr C SCHJ

SCHJ Quotes by TradingView
Institutional shares held 7.28 Million
0 calls
0 puts
Total value of holdings $179M
$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
Level Financial Advisors, Inc. Shares Held: 19.9K ($488K)
19.9K Shares purchased
New Holding
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 8.68K ($213K)
8.68K Shares purchased
New Holding
Q1 2025
Global Trust Asset Management, LLC Shares Held: 8.68K ($213K)
8.68K Shares purchased
New Holding
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 297K ($7.28M)
5.01K Shares purchased
1.72% Added
Q1 2025
Sound Income Strategies, LLC Shares Held: 3.56K ($87.4K)
3.56K Shares purchased
New Holding
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Top Sells

Q1 2025
Stephens Group Asset Management, LLC Shares Held: 8.81K ($216K)
18.9K Shares sold
68.19% Reduced
Q1 2025
Charles Schwab Trust CO Shares Held: 32.2K ($790K)
15.6K Shares sold
32.59% Reduced
Q1 2025
Columbus Macro, LLC Shares Held: 435K ($10.7M)
3.6K Shares sold
0.82% Reduced
Q4 2024
Ubs Group Ag Shares Held: 36 ($883)
22K Shares sold
99.84% Reduced
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 47.2K ($1.16M)
17.5K Shares sold
27.03% Reduced
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About SCHJ

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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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