Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
448K+ 5227.34% |
$22.6M - $22.9M
|
456K
$11.1M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
185KNew |
$9.31M - $9.43M
|
185K
$4.5M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
144KNew |
$7.26M - $7.36M
|
144K
$3.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
90K+ 5.19% |
$4.54M - $4.6M
|
1.82M
$44.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
81.9KNew |
$4.13M - $4.18M
|
81.9K
$2M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
70.5KNew |
$3.56M - $3.6M
|
70.5K
$1.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
62.7K+ 64.23% |
$3.16M - $3.2M
|
160K
$3.91M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
51.8KNew |
$2.61M - $2.65M
|
51.8K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
42.3KNew |
$2.13M - $2.16M
|
42.3K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
39.3KNew |
$1.98M - $2.01M
|
39.3K
$959K
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
34.5KNew |
$1.74M - $1.76M
|
34.5K
$842K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
33.1KNew |
$1.67M - $1.69M
|
33.1K
$806K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
30.9K+ 27.53% |
$1.56M - $1.58M
|
143K
$3.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
27.2K+ 2970.9% |
$1.37M - $1.39M
|
28.1K
$685K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
25.2KNew |
$1.27M - $1.29M
|
25.2K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9KNew |
$1.05M - $1.07M
|
20.9K
$510K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
18KNew |
$908K - $920K
|
18K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15KNew |
$756K - $766K
|
15K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.3K+ 47.79% |
$670K - $679K
|
41.1K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13KNew |
$655K - $664K
|
13K
$317K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
12.7KNew |
$640K - $648K
|
12.7K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.4KNew |
$575K - $582K
|
11.4K
$278K
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
11.2K+ 35.67% |
$563K - $571K
|
42.5K
$1.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.2KNew |
$516K - $523K
|
10.2K
$250K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.99KNew |
$453K - $459K
|
8.99K
$219K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.82KNew |
$394K - $400K
|
7.82K
$191K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.6K+ 45.06% |
$383K - $388K
|
24.5K
$597K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
7.44K+ 9.73% |
$375K - $380K
|
83.9K
$2.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
6.65KNew |
$335K - $339K
|
6.65K
$162K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
5.97K+ 16.37% |
$301K - $305K
|
42.4K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.42KNew |
$273K - $277K
|
5.42K
$132K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.66K+ 49.83% |
$235K - $238K
|
14K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.41KNew |
$222K - $225K
|
4.41K
$108K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.38K+ 5.01% |
$221K - $224K
|
91.7K
$2.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.21KNew |
$212K - $215K
|
4.21K
$103K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.13K+ 39.75% |
$208K - $211K
|
14.5K
$354K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.96K+ 16.14% |
$200K - $202K
|
28.5K
$695K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.29K+ 21.36% |
$166K - $168K
|
18.7K
$456K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.91K+ 68.36% |
$147K - $149K
|
7.17K
$175K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.76K+ 5.35% |
$139K - $141K
|
54.3K
$1.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.52K+ 10.11% |
$127K - $129K
|
27.4K
$669K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
2.51K+ 3.24% |
$127K - $128K
|
79.9K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 200.0% |
$86.6K - $87.8K
|
2.58K
$62.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.46K+ 8.81% |
$73.5K - $74.5K
|
18K
$439K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.4K+ 2.68% |
$70.7K - $71.6K
|
53.7K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.38KNew |
$69.8K - $70.7K
|
1.38K
$33.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.36KNew |
$68.4K - $69.3K
|
1.36K
$33.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.07K+ 16.77% |
$54.1K - $54.8K
|
7.47K
$182K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
821New |
$41.4K - $41.9K
|
821
$20K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
715New |
$36.1K - $36.5K
|
715
$17.4K
|