Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr 1 5 Yr C (SCHJ)

SCHJ Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr 1 5 Yr C (SCHJ) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 1 - 5 YR C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
419K
+ 91.91%
$20.3M - $21.2M
876K $21.4M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
160K
+ 2084.09%
$7.71M - $8.06M
167K $4.08M
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
84.4K
+ 205.22%
$4.08M - $4.26M
125K $3.06M
May 13, 2022 Q1 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
54.1K
+ 2.96%
$2.61M - $2.73M
1.88M $45.9M
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

BUY
 -
35.6K
+ 68.76%
$1.72M - $1.8M
87.4K $2.13M
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
32.8K
New
$1.59M - $1.66M
32.8K $801K
Apr 26, 2022 Q1 2022
First National Corp

BUY
 -
23.3K
+ 70.57%
$1.13M - $1.18M
56.4K $1.38M
Apr 25, 2022 Q1 2022
Flc Capital Advisors

BUY
 -
20.1K
+ 12.51%
$970K - $1.01M
180K $4.4M
May 11, 2022 Q1 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
19.7K
New
$950K - $992K
19.7K $480K
Apr 29, 2022 Q1 2022
Pinnacle Private Wealth, LLC

BUY
 -
17.6K
New
$849K - $887K
17.6K $429K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
13.3K
+ 83.92%
$642K - $671K
29.1K $711K
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
13.3K
+ 117.49%
$642K - $671K
24.6K $600K
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
12.9K
+ 61.85%
$625K - $653K
33.8K $826K
Apr 12, 2022 Q1 2022
Life Steps Financial, Inc.

BUY
 -
10.7K
New
$520K - $543K
10.7K $262K
Apr 14, 2022 Q1 2022
Charles Schwab Trust CO

BUY
 -
6.58K
+ 21.38%
$318K - $332K
37.4K $912K
Apr 29, 2022 Q1 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
5.47K
New
$264K - $276K
5.47K $133K
Apr 12, 2022 Q1 2022
Rda Financial Network

BUY
 -
4.37K
New
$211K - $221K
4.37K $107K
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
3.36K
+ 42.92%
$162K - $170K
11.2K $273K
May 02, 2022 Q1 2022
Wbi Investments, Inc.

BUY
 -
2.87K
+ 34.49%
$139K - $145K
11.2K $273K
May 16, 2022 Q1 2022
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
2.65K
+ 1.85%
$128K - $134K
146K $3.56M
May 13, 2022 Q1 2022
Old Mission Capital LLC

BUY
 -
2.42K
+ 8.49%
$117K - $122K
30.9K $755K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.06K
+ 3.79%
$99.6K - $104K
56.3K $1.38M
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.9K
+ 426.68%
$92K - $96.1K
2.35K $57.3K
Apr 28, 2022 Q1 2022
Vision Capital Management, Inc.

Portland, OR
BUY
 -
1.61K
+ 17.86%
$77.7K - $81.1K
10.6K $259K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
1.6K
+ 1164.96%
$77.2K - $80.6K
1.73K $42.3K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
1.51K
+ 27.89%
$73K - $76.3K
6.93K $169K
May 16, 2022 Q1 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1.32K
+ 184.62%
$63.8K - $66.7K
2.04K $49.7K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
683
+ 12.52%
$33K - $34.5K
6.14K $150K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
246
+ 61.96%
$11.9K - $12.4K
643 $15.7K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
202
+ 5.35%
$9.77K - $10.2K
3.98K $97K
May 10, 2022 Q1 2022
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
127
+ 0.3%
$6.14K - $6.41K
42.6K $1.04M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
89
+ 3.45%
$4.3K - $4.49K
2.67K $65.1K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
86
+ 46.99%
$4.16K - $4.34K
269 $6.57K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
57
+ 0.3%
$2.76K - $2.88K
18.8K $458K
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
37
New
$1.79K - $1.87K
37 $903
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
30
New
$1.45K - $1.52K
30 $732
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
0
New
$0 - $0
0 $0
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-7
Closed
$338 - $354
0 $0
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-84
Closed
$4.06K - $4.24K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-140
Closed
$6.77K - $7.07K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-161
Closed
$7.78K - $8.13K
0 $0
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-182
- 83.11%
$8.8K - $9.19K
37 $903
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-241
- 2.81%
$11.7K - $12.2K
8.34K $204K
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

SELL
 -
-509
- 37.54%
$24.6K - $25.7K
847 $20.7K
May 16, 2022 Q1 2022
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-606
Closed
$29.3K - $30.6K
0 $0
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-664
- 0.67%
$32.1K - $33.5K
98.4K $2.4M
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-695
- 7.75%
$33.6K - $35.1K
8.28K $202K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-700
- 6.14%
$33.8K - $35.4K
10.7K $261K

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