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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
633+ 6.16% |
$15.7K - $15.8K
|
10.9K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.19K- 14.95% |
$54.4K - $54.8K
|
12.5K
$310K
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
31.9KNew |
$792K - $799K
|
31.9K
$793K
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
2.18K+ 16.18% |
$54.1K - $54.5K
|
15.7K
$389K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-855- 4.75% |
$21.2K - $21.4K
|
17.1K
$426K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-67- 0.79% |
$1.66K - $1.68K
|
8.37K
$208K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.2K+ 5.15% |
$402K - $406K
|
331K
$8.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
253+ 1.09% |
$6.27K - $6.33K
|
23.4K
$581K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-640- 0.53% |
$15.9K - $16K
|
120K
$2.97M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.94K- 2.38% |
$48.2K - $48.6K
|
79.7K
$1.98M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.53K+ 4.59% |
$87.1K - $88.3K
|
80.5K
$2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 1.95% |
$197 - $200
|
419
$10.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-70- 0.82% |
$1.73K - $1.75K
|
8.44K
$210K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.31KNew |
$32.2K - $32.7K
|
1.31K
$32.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-346- 2.07% |
$8.53K - $8.64K
|
16.4K
$408K
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
86+ 0.19% |
$2.12K - $2.15K
|
46.1K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
216KNew |
$5.33M - $5.4M
|
216K
$5.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.4K+ 9.08% |
$354K - $359K
|
173K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-220- 0.21% |
$5.42K - $5.5K
|
106K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.94K- 51.04% |
$171K - $173K
|
6.66K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.29K- 3.62% |
$130K - $132K
|
141K
$3.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.4K+ 7.52% |
$578K - $585K
|
335K
$8.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.3K+ 5.85% |
$56.7K - $57.5K
|
41.6K
$1.03M
|
|
|
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 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 6.1% |
$37.9K - $38.4K
|
26.7K
$664K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
600+ 35.29% |
$14.8K - $15K
|
2.3K
$57.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 1.1% |
$98.6 - $99.9
|
369
$9.17K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 3.74% |
$26.1K - $26.5K
|
27.3K
$677K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10New |
$247 - $250
|
10
$248
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
450+ 2.12% |
$11.1K - $11.2K
|
21.6K
$538K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36K+ 21.65% |
$888K - $900K
|
203K
$5.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.34% |
$887 - $899
|
10.6K
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
104+ 0.88% |
$2.56K - $2.6K
|
11.9K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
368+ 1.12% |
$9.07K - $9.19K
|
33.1K
$823K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.71K+ 5.93% |
$91.5K - $92.8K
|
66.3K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
84.1KNew |
$2.07M - $2.1M
|
84.1K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94+ 1.85% |
$2.32K - $2.35K
|
5.17K
$128K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-60- 0.25% |
$1.48K - $1.5K
|
23.7K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.6K- 18.78% |
$260K - $264K
|
45.7K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.5K+ 114.52% |
$529K - $536K
|
40.2K
$998K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17+ 0.31% |
$419 - $425
|
5.56K
$138K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
11KNew |
$272K - $275K
|
11K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.96K- 39.25% |
$48.3K - $49K
|
3.03K
$75.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.69KNew |
$90.9K - $92.2K
|
3.69K
$91.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
709+ 3.1% |
$17.5K - $17.7K
|
23.6K
$585K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 22.88% |
$69K - $69.9K
|
9.44K
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.5K+ 507.94% |
$580K - $588K
|
28.2K
$700K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.48KNew |
$234K - $237K
|
9.48K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.06K+ 4.17% |
$149K - $151K
|
152K
$3.76M
|
|