Latest Institutional Purchases of Schwab Strategic Tr 1 5 Yr C (SCHJ)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr 1 5 Yr C (SCHJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
216KNew |
$5.33M - $5.4M
|
216K
$5.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
120KNew |
$2.96M - $3M
|
120K
$2.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
84.1KNew |
$2.07M - $2.1M
|
84.1K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
74.4K+ 114.5% |
$1.83M - $1.86M
|
139K
$3.46M
|
|
|
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 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36K+ 21.65% |
$888K - $900K
|
203K
$5.03M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28.4K+ 235.13% |
$700K - $710K
|
40.5K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
23.8K+ 19.01% |
$587K - $595K
|
149K
$3.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.5K+ 507.94% |
$580K - $588K
|
28.2K
$700K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.4K+ 7.52% |
$578K - $585K
|
335K
$8.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
23.3K+ 6.24% |
$574K - $581K
|
396K
$9.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.5K+ 114.52% |
$529K - $536K
|
40.2K
$998K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
21K+ 6.47% |
$517K - $524K
|
345K
$8.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
19.9K+ 62.8% |
$491K - $498K
|
51.7K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.6KNew |
$459K - $465K
|
18.6K
$463K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9K+ 5.32% |
$393K - $398K
|
315K
$7.83M
|
|
|
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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.4K+ 9.08% |
$354K - $359K
|
173K
$4.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.5KNew |
$334K - $338K
|
13.5K
$336K
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
13.5KNew |
$332K - $336K
|
13.5K
$335K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.5KNew |
$284K - $288K
|
11.5K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
11KNew |
$272K - $275K
|
11K
$274K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.48KNew |
$234K - $237K
|
9.48K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.33K+ 6.71% |
$230K - $233K
|
148K
$3.68M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.53KNew |
$210K - $213K
|
8.53K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.66K+ 3.73% |
$189K - $191K
|
213K
$5.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.73K+ 1.58% |
$166K - $168K
|
434K
$10.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.06K+ 4.17% |
$149K - $151K
|
152K
$3.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.82K+ 5.85% |
$143K - $145K
|
105K
$2.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.89K+ 22.0% |
$121K - $122K
|
27.1K
$674K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.71K+ 5.93% |
$91.5K - $92.8K
|
66.3K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
3.69K+ 3.54% |
$91K - $92.2K
|
108K
$2.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.69KNew |
$90.9K - $92.2K
|
3.69K
$91.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.8K+ 0.75% |
$69K - $69.9K
|
378K
$9.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.3K+ 5.85% |
$56.7K - $57.5K
|
41.6K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.77K+ 15.89% |
$43.7K - $44.3K
|
12.9K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 6.1% |
$37.9K - $38.4K
|
26.7K
$664K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$34.7K - $35.2K
|
1.41K
$35K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.31KNew |
$32.2K - $32.7K
|
1.31K
$32.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 9.48% |
$31.3K - $31.7K
|
14.7K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
709+ 3.1% |
$17.5K - $17.7K
|
23.6K
$585K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
684+ 0.42% |
$16.9K - $17.1K
|
164K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
600+ 35.29% |
$14.8K - $15K
|
2.3K
$57.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
500+ 4.55% |
$12.3K - $12.5K
|
11.5K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
450+ 2.12% |
$11.1K - $11.2K
|
21.6K
$538K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
403New |
$9.93K - $10.1K
|
403
$10K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
400+ 1.79% |
$9.86K - $9.99K
|
22.8K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
368+ 1.12% |
$9.07K - $9.19K
|
33.1K
$823K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
310+ 1.75% |
$7.64K - $7.74K
|
18K
$447K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
280New |
$6.9K - $6.99K
|
280
$6.96K
|
|