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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.82K+ 5.85% |
$143K - $145K
|
105K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$34.7K - $35.2K
|
1.41K
$35K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
74.4K+ 114.5% |
$1.83M - $1.86M
|
139K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.66K+ 3.73% |
$189K - $191K
|
213K
$5.29M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
21K+ 6.47% |
$517K - $524K
|
345K
$8.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
684+ 0.42% |
$16.9K - $17.1K
|
164K
$4.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.89K+ 22.0% |
$121K - $122K
|
27.1K
$674K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9K+ 5.32% |
$393K - $398K
|
315K
$7.83M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28.4K+ 235.13% |
$700K - $710K
|
40.5K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.6KNew |
$459K - $465K
|
18.6K
$463K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.5KNew |
$334K - $338K
|
13.5K
$336K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
280New |
$6.9K - $6.99K
|
280
$6.96K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.79K- 19.58% |
$118K - $120K
|
19.7K
$488K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-201- 0.45% |
$4.95K - $5.02K
|
44.8K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-22.5K- 17.49% |
$556K - $563K
|
106K
$2.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
23.8K+ 19.01% |
$587K - $595K
|
149K
$3.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.58K- 51.91% |
$236K - $239K
|
8.88K
$220K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-316- 1.86% |
$7.79K - $7.89K
|
16.7K
$415K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
500+ 4.55% |
$12.3K - $12.5K
|
11.5K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
403New |
$9.93K - $10.1K
|
403
$10K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
3.69K+ 3.54% |
$91K - $92.2K
|
108K
$2.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
19.9K+ 62.8% |
$491K - $498K
|
51.7K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-788- 4.34% |
$19.4K - $19.7K
|
17.4K
$432K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18+ 0.18% |
$444 - $450
|
10.3K
$255K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.73K+ 1.58% |
$166K - $168K
|
434K
$10.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
400+ 1.79% |
$9.86K - $9.99K
|
22.8K
$566K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.22K- 11.14% |
$54.6K - $55.4K
|
17.7K
$439K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.33K+ 6.71% |
$230K - $233K
|
148K
$3.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.6K- 15.59% |
$113K - $115K
|
24.9K
$618K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
310+ 1.75% |
$7.64K - $7.74K
|
18K
$447K
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
120KNew |
$2.96M - $3M
|
120K
$2.99M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-18- 46.15% |
$444 - $450
|
21
$522
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 9.48% |
$31.3K - $31.7K
|
14.7K
$364K
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
13.5KNew |
$332K - $336K
|
13.5K
$335K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
255+ 1.11% |
$6.29K - $6.37K
|
23.2K
$575K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
200New |
$4.93K - $5K
|
200
$4.97K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
451+ 41.15% |
$11K - $11.2K
|
1.55K
$38.4K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
108KNew |
$2.63M - $2.69M
|
108K
$2.69M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.27K+ 2.38% |
$104K - $106K
|
184K
$4.56M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 10.07% |
$2.72K - $2.78K
|
1K
$24.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.41KNew |
$58.5K - $59.7K
|
2.41K
$59.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.29K- 27.14% |
$177K - $181K
|
19.6K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.9K+ 58.55% |
$484K - $493K
|
53.8K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.59% |
$32.8K - $33.4K
|
83.2K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
350New |
$8.51K - $8.68K
|
350
$8.69K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$486 - $496
|
20
$497
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-581- 2.4% |
$14.1K - $14.4K
|
23.7K
$588K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.95K+ 11.02% |
$47.5K - $48.5K
|
19.7K
$489K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-14.3K- 46.82% |
$347K - $354K
|
16.2K
$403K
|
|