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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.56KNew |
$79.4K - $80K
|
1.56K
$38.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.41K+ 18.56% |
$71.8K - $72.3K
|
9.01K
$220K
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 16.01% |
$62.9K - $63.4K
|
8.96K
$219K
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.18K+ 222.54% |
$59.8K - $60.3K
|
1.7K
$41.6K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
859+ 21.75% |
$43.7K - $44.1K
|
4.81K
$117K
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
748+ 7.9% |
$38.1K - $38.4K
|
10.2K
$249K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
439New |
$22.4K - $22.5K
|
439
$10.7K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
419+ 2.31% |
$21.3K - $21.5K
|
18.6K
$453K
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
384+ 0.27% |
$19.6K - $19.7K
|
141K
$3.44M
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
326+ 1358.33% |
$16.6K - $16.7K
|
350
$8.54K
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
312+ 1.84% |
$15.9K - $16K
|
17.2K
$421K
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
66+ 2.57% |
$3.36K - $3.39K
|
2.63K
$64.2K
|
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
10New |
$509 - $513
|
10
$244
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-25Closed |
$1.27K - $1.28K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-84Closed |
$4.28K - $4.31K
|
0
$0
|
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-484Closed |
$24.6K - $24.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-500- 8.93% |
$25.5K - $25.7K
|
5.1K
$124K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-880- 1.66% |
$44.8K - $45.1K
|
52K
$1.27M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 14.73% |
$78.2K - $78.8K
|
8.9K
$217K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.59KClosed |
$80.8K - $81.4K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.37KClosed |
$222K - $224K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-8.28KClosed |
$422K - $425K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.9KClosed |
$504K - $508K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-19K- 37.66% |
$967K - $975K
|
31.4K
$768K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.1K- 19.13% |
$1.43M - $1.44M
|
119K
$2.9M
|
|
|
Aug 02, 2021
Q2 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-53.2KClosed |
$2.71M - $2.73M
|
0
$0
|