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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.8KNew |
$214K - $436K
|
8.8K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
8.67K+ 63.14% |
$211K - $429K
|
22.4K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.65K+ 101.5% |
$210K - $428K
|
17.2K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
8.29KNew |
$202K - $411K
|
8.29K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.15K+ 132.87% |
$198K - $404K
|
14.3K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.89K+ 78.89% |
$192K - $391K
|
17.9K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.86K+ 172.94% |
$191K - $389K
|
12.4K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.73K+ 95.08% |
$188K - $383K
|
15.9K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.11K+ 105.34% |
$173K - $352K
|
13.9K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6.94K+ 100.0% |
$169K - $343K
|
13.9K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.67K+ 102.07% |
$162K - $330K
|
13.2K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.26K+ 96.46% |
$152K - $310K
|
12.8K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.9K+ 100.31% |
$143K - $292K
|
11.8K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.89K+ 102.13% |
$143K - $292K
|
11.7K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.61K+ 100.0% |
$136K - $278K
|
11.2K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.52K+ 117.79% |
$134K - $274K
|
10.2K
$250K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.51K+ 100.0% |
$134K - $273K
|
11K
$270K
|
|
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.56K+ 6.72% |
$111K - $226K
|
72.5K
$1.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.47K+ 107.32% |
$109K - $222K
|
8.64K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.18K+ 1000.96% |
$102K - $207K
|
4.6K
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.91K+ 34.85% |
$94.9K - $193K
|
15.1K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.82K+ 103.41% |
$92.9K - $189K
|
7.52K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3K+ 100.0% |
$72.9K - $149K
|
6K
$147K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.7K+ 100.0% |
$65.6K - $134K
|
5.4K
$132K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.22KNew |
$54K - $110K
|
2.22K
$54.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.98K+ 25.21% |
$48.2K - $98.2K
|
9.85K
$241K
|
|
|
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
|
Mai Capital Management
|
BUY
|
- |
1.35KNew |
$32.8K - $66.8K
|
1.35K
$33.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.13KNew |
$27.5K - $56K
|
1.13K
$27.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08KNew |
$26.4K - $53.7K
|
1.08K
$26.6K
|
|
|
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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
860+ 100.0% |
$20.9K - $42.6K
|
1.72K
$42.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
776+ 99.87% |
$18.9K - $38.4K
|
1.55K
$38.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
610+ 100.0% |
$14.8K - $30.2K
|
1.22K
$29.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
438+ 100.0% |
$10.6K - $21.7K
|
876
$21.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
293+ 65.7% |
$7.12K - $14.5K
|
739
$18.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
205+ 101.99% |
$4.98K - $10.2K
|
406
$9.96K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
203+ 100.0% |
$4.93K - $10.1K
|
406
$9.96K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127+ 437.93% |
$3.09K - $6.29K
|
156
$3.83K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
120+ 100.0% |
$2.92K - $5.94K
|
240
$5.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
80New |
$1.94K - $3.96K
|
80
$1.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
78+ 98.73% |
$1.9K - $3.86K
|
157
$3.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11+ 100.0% |
$267 - $545
|
22
$539
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 100.0% |
$24.3 - $49.5
|
2
$49
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79KNew |
$3.8M - $3.93M
|
79K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18KNew |
$864K - $892K
|
18K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8.75KNew |
$421K - $435K
|
8.75K
$215K
|
|