Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr 1 5 Yr C (SCHJ)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34.6K- 83.57% |
$1.67M - $1.75M
|
6.8K
$166K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-42.4KClosed |
$2.05M - $2.14M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47.6K- 58.08% |
$2.3M - $2.4M
|
34.3K
$838K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-48.3K- 89.95% |
$2.34M - $2.44M
|
5.4K
$132K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-57.5K- 93.01% |
$2.78M - $2.91M
|
4.32K
$106K
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-61.9KClosed |
$2.99M - $3.13M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-68.6K- 23.89% |
$3.32M - $3.47M
|
219K
$5.34M
|
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-68.8KClosed |
$3.33M - $3.48M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-69.5K- 87.03% |
$3.36M - $3.51M
|
10.4K
$253K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-70.5KClosed |
$3.41M - $3.56M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-79.1KClosed |
$3.82M - $3.99M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-80.4K- 89.81% |
$3.89M - $4.06M
|
9.12K
$223K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-103K- 73.95% |
$4.98M - $5.2M
|
36.3K
$885K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-108KClosed |
$5.22M - $5.45M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-112KClosed |
$5.43M - $5.67M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-134K- 92.83% |
$6.46M - $6.75M
|
10.3K
$252K
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-185KClosed |
$8.93M - $9.32M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-239K- 92.61% |
$11.6M - $12.1M
|
19.1K
$466K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-568K- 98.83% |
$27.5M - $28.7M
|
6.71K
$164K
|