Latest Institutional Transactions on Schwab Strategic Tr 1 5 Yr C (SCHJ)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 1 5 Yr C (SCHJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.8K- 49.59% |
$383K - $781K
|
16K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.5K- 27.03% |
$425K - $866K
|
47.2K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
860+ 100.0% |
$20.9K - $42.6K
|
1.72K
$42.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
187K+ 122.5% |
$4.55M - $9.27M
|
340K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.35KNew |
$32.8K - $66.8K
|
1.35K
$33.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
96.2K+ 142.67% |
$2.34M - $4.77M
|
164K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-22K- 99.84% |
$536K - $1.09M
|
36
$883
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
776+ 99.87% |
$18.9K - $38.4K
|
1.55K
$38.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.72K+ 100.0% |
$41.9K - $85.3K
|
3.45K
$84.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.05K+ 100.0% |
$25.4K - $51.8K
|
2.09K
$51.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
192KNew |
$4.67M - $9.52M
|
192K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.18K+ 1000.96% |
$102K - $207K
|
4.6K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.82K+ 103.41% |
$92.9K - $189K
|
7.52K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.11K+ 105.34% |
$173K - $352K
|
13.9K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.8K+ 101.41% |
$264K - $537K
|
21.5K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.4K+ 104.84% |
$543K - $1.11M
|
43.7K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.61K+ 100.0% |
$136K - $278K
|
11.2K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.9K+ 524.99% |
$704K - $1.43M
|
34.5K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08KNew |
$26.4K - $53.7K
|
1.08K
$26.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.8KNew |
$214K - $436K
|
8.8K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 77.41% |
$342K - $696K
|
32.2K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.9K+ 119.42% |
$1.8M - $3.66M
|
136K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.3K+ 44.97% |
$276K - $562K
|
36.6K
$897K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
162K+ 1025.1% |
$3.93M - $8M
|
177K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 103.36% |
$4.23M - $8.62M
|
342K
$8.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.26K+ 96.46% |
$152K - $310K
|
12.8K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.13KNew |
$27.5K - $56K
|
1.13K
$27.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
205+ 101.99% |
$4.98K - $10.2K
|
406
$9.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12.7K+ 100.78% |
$308K - $628K
|
25.3K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
212K+ 111.86% |
$5.15M - $10.5M
|
401K
$9.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.1K+ 110.09% |
$2.12M - $4.31M
|
166K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127+ 437.93% |
$3.09K - $6.29K
|
156
$3.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
170K+ 103.28% |
$4.13M - $8.41M
|
334K
$8.19M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
9.1KNew |
$221K - $451K
|
9.1K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
73.3K+ 138.98% |
$1.78M - $3.63M
|
126K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
438+ 100.0% |
$10.6K - $21.7K
|
876
$21.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 107.41% |
$294K - $600K
|
23.4K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.89K+ 102.13% |
$143K - $292K
|
11.7K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
93.2K+ 158.99% |
$2.27M - $4.62M
|
152K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.15K+ 54.69% |
$125K - $255K
|
14.6K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.97KNew |
$121K - $246K
|
4.97K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3K+ 100.0% |
$72.9K - $149K
|
6K
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
88.3K+ 452.54% |
$2.15M - $4.37M
|
108K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
75K+ 100.0% |
$1.82M - $3.71M
|
150K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
22.8KNew |
$554K - $1.13M
|
22.8K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.91K+ 34.85% |
$94.9K - $193K
|
15.1K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
34.7K+ 100.0% |
$844K - $1.72M
|
69.4K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.86K+ 172.94% |
$191K - $389K
|
12.4K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.1K+ 78.96% |
$1.56M - $3.17M
|
145K
$3.56M
|