Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
334K+ 49.12% |
$17M - $17.1M
|
1.01M
$50.2M
|
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
206K+ 265.57% |
$10.5M - $10.5M
|
283K
$14M
|
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
114K+ 171.67% |
$5.79M - $5.83M
|
180K
$8.91M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
91.2K+ 35.34% |
$4.64M - $4.68M
|
349K
$17.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
85.1K+ 5.41% |
$4.33M - $4.36M
|
1.66M
$82.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
73.7K+ 49.59% |
$3.76M - $3.78M
|
222K
$11M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.1K+ 168.82% |
$3.21M - $3.24M
|
100K
$4.98M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
55.9K+ 126.32% |
$2.85M - $2.87M
|
100K
$4.96M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
44K+ 84.01% |
$2.24M - $2.26M
|
96.4K
$4.78M
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.3K+ 47.8% |
$2.05M - $2.07M
|
125K
$6.18M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.8KNew |
$1.98M - $1.99M
|
38.8K
$1.92M
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.6K+ 143.44% |
$1.81M - $1.83M
|
60.5K
$3M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
30.8K+ 93.71% |
$1.57M - $1.58M
|
63.6K
$3.15M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.6K+ 202.61% |
$1.51M - $1.52M
|
44.2K
$2.19M
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
27.6K+ 19.37% |
$1.41M - $1.42M
|
170K
$8.44M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 221.54% |
$1.33M - $1.34M
|
37.9K
$1.88M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 274.59% |
$1.24M - $1.24M
|
33.1K
$1.64M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
23.3K+ 145.42% |
$1.19M - $1.2M
|
39.4K
$1.95M
|
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
18.6K+ 107.81% |
$948K - $955K
|
35.9K
$1.78M
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
17.2KNew |
$878K - $884K
|
17.2K
$855K
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.3KNew |
$828K - $834K
|
16.3K
$806K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.8K+ 43.44% |
$806K - $812K
|
52.3K
$2.59M
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
15.1K+ 17.58% |
$770K - $775K
|
101K
$5.01M
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
14.1K+ 3.97% |
$718K - $723K
|
369K
$18.3M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.6K+ 123.4% |
$592K - $596K
|
21K
$1.04M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
11.2K+ 36.23% |
$569K - $574K
|
42K
$2.08M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 28.36% |
$552K - $556K
|
49.1K
$2.43M
|
|
|
Jul 11, 2022
Q2 2021
|
Range Financial Group LLC
|
BUY
|
- |
10.2K+ 86.22% |
$519K - $523K
|
22K
$1.09M
|
|
|
Jul 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
9.69K+ 8.92% |
$493K - $497K
|
118K
$5.86M
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.59K+ 53.76% |
$488K - $492K
|
27.4K
$1.36M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.88K+ 6.57% |
$452K - $455K
|
144K
$7.13M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.27K+ 189.09% |
$421K - $424K
|
12.6K
$626K
|
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.18K+ 38.71% |
$416K - $419K
|
29.3K
$1.45M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.69K+ 7.68% |
$391K - $394K
|
108K
$5.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.49KNew |
$381K - $384K
|
7.49K
$371K
|
|
|
Aug 13, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
7.41K+ 74100.0% |
$377K - $380K
|
7.42K
$368K
|
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.02K+ 5.56% |
$357K - $360K
|
133K
$6.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
6.8KNew |
$346K - $349K
|
6.8K
$337K
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
6.12K+ 32.38% |
$312K - $314K
|
25K
$1.24M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.82KNew |
$296K - $299K
|
5.82K
$288K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.98K+ 28.71% |
$253K - $255K
|
22.3K
$1.11M
|
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
4.81KNew |
$245K - $247K
|
4.81K
$238K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.89K+ 84.52% |
$198K - $200K
|
8.5K
$421K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.64K+ 39.4% |
$185K - $187K
|
12.9K
$639K
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
BUY
|
- |
3.6K+ 20.74% |
$184K - $185K
|
21K
$1.04M
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 15.93% |
$114K - $115K
|
16.3K
$809K
|
|
|
Aug 03, 2021
Q2 2021
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2.24K+ 3.19% |
$114K - $115K
|
72.3K
$3.58M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.18K+ 16.79% |
$111K - $112K
|
15.2K
$752K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.91K+ 16.45% |
$97.1K - $97.8K
|
13.5K
$669K
|
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.71K+ 5.18% |
$86.9K - $87.5K
|
34.6K
$1.72M
|