Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-26.3K- 11.29% |
$649K - $657K
|
207K
$5.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-22.5K- 17.49% |
$556K - $563K
|
106K
$2.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.6K- 18.78% |
$260K - $264K
|
45.7K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.58K- 51.91% |
$236K - $239K
|
8.88K
$220K
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.79K- 19.58% |
$118K - $120K
|
19.7K
$488K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.6K- 15.59% |
$113K - $115K
|
24.9K
$618K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 22.88% |
$69K - $69.9K
|
9.44K
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.22K- 11.14% |
$54.6K - $55.4K
|
17.7K
$439K
|
|
|
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 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 3.74% |
$26.1K - $26.5K
|
27.3K
$677K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-788- 4.34% |
$19.4K - $19.7K
|
17.4K
$432K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-545- 1.03% |
$13.4K - $13.6K
|
52.4K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-346- 2.07% |
$8.53K - $8.64K
|
16.4K
$408K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-316- 1.86% |
$7.79K - $7.89K
|
16.7K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-220- 0.21% |
$5.42K - $5.5K
|
106K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-201- 0.45% |
$4.95K - $5.02K
|
44.8K
$1.11M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-70- 0.82% |
$1.73K - $1.75K
|
8.44K
$210K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-70- 0.82% |
$1.73K - $1.75K
|
8.44K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-60- 0.25% |
$1.48K - $1.5K
|
23.7K
$589K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.34% |
$887 - $899
|
10.6K
$263K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-25- 0.14% |
$616 - $625
|
17.6K
$438K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-18- 46.15% |
$444 - $450
|
21
$522
|
|
| Q2 2025 | |||||||
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-14.3K- 46.82% |
$347K - $354K
|
16.2K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.29K- 27.14% |
$177K - $181K
|
19.6K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.68K- 30.88% |
$65.2K - $66.5K
|
6K
$149K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.59% |
$32.8K - $33.4K
|
83.2K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.24K- 59.52% |
$30.3K - $30.9K
|
846
$21K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.15K- 10.39% |
$27.8K - $28.4K
|
9.87K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-581- 2.4% |
$14.1K - $14.4K
|
23.7K
$588K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 10.07% |
$2.72K - $2.78K
|
1K
$24.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36- 0.41% |
$876 - $893
|
8.65K
$215K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-61.1K- 34.47% |
$1.49M - $1.51M
|
116K
$2.89M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.9K- 23.62% |
$508K - $515K
|
67.6K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.17K- 11.86% |
$28.4K - $28.8K
|
8.68K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-844- 24.49% |
$20.5K - $20.8K
|
2.6K
$64.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-333- 2.48% |
$8.09K - $8.21K
|
13.1K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-189- 21.58% |
$4.59K - $4.66K
|
687
$17.1K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-127- 0.92% |
$3.08K - $3.13K
|
13.7K
$341K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-22K- 99.84% |
$536K - $1.09M
|
36
$894
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-266- 1.18% |
$6.47K - $13.2K
|
22.4K
$555K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.18K- 34.8% |
$105K - $108K
|
4.08K
$101K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$180K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$180K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 2.36% |
$1.34K - $1.35K
|
1.16K
$28.8K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32- 0.74% |
$1.49K - $1.55K
|
4.28K
$106K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-750- 75.0% |
$35.4K - $35.8K
|
250
$6.21K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-55- 2.86% |
$2.59K - $2.63K
|
1.87K
$46.4K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-13KClosed |
$607K - $621K
|
0
$0
|
|