Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-165- 15.35% |
$7.55K - $7.8K
|
910
$22.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-183- 3.34% |
$8.37K - $8.65K
|
5.29K
$130K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-204- 4.4% |
$9.34K - $9.64K
|
4.43K
$109K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-204- 4.4% |
$9.34K - $9.64K
|
4.43K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-406- 32.4% |
$18.6K - $19.2K
|
847
$20.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-412- 3.21% |
$18.9K - $19.5K
|
12.4K
$306K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-421- 1.91% |
$19.3K - $19.9K
|
21.6K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-497- 2.36% |
$22.7K - $23.5K
|
20.5K
$506K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-643- 13.07% |
$29.4K - $30.4K
|
4.28K
$105K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-780- 50.0% |
$35.7K - $36.9K
|
780
$19.2K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-821Closed |
$37.6K - $38.8K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-849- 8.26% |
$38.9K - $40.1K
|
9.43K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.22K- 19.75% |
$55.8K - $57.6K
|
4.95K
$122K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.36K- 9.72% |
$62.1K - $64.1K
|
12.6K
$311K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.49K- 56.68% |
$68.1K - $70.4K
|
1.14K
$28.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.53K- 16.32% |
$70K - $72.3K
|
7.84K
$193K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.03K- 8.14% |
$93K - $96.1K
|
22.9K
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.17K- 8.27% |
$99.3K - $103K
|
24.1K
$594K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-2.27K- 16.99% |
$104K - $107K
|
11.1K
$273K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.5K- 23.19% |
$114K - $118K
|
8.28K
$204K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.64K- 16.74% |
$121K - $125K
|
13.1K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.95K- 21.53% |
$181K - $187K
|
14.4K
$355K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.23K- 65.48% |
$194K - $200K
|
2.23K
$55K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.53K- 8.51% |
$207K - $214K
|
48.8K
$1.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.67K- 45.76% |
$214K - $221K
|
5.53K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-5.03K- 35.41% |
$230K - $238K
|
9.17K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.91K- 78.26% |
$453K - $468K
|
2.75K
$67.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11.8K- 12.27% |
$542K - $560K
|
84.6K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19.9K- 99.5% |
$911K - $941K
|
100
$2.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20.8K- 22.73% |
$954K - $985K
|
70.8K
$1.75M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-31.1K- 23.48% |
$1.42M - $1.47M
|
101K
$2.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-34.1K- 46.94% |
$1.56M - $1.61M
|
38.6K
$952K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.8K- 87.33% |
$2.6M - $2.68M
|
8.24K
$203K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-103K- 72.2% |
$4.7M - $4.85M
|
39.5K
$975K
|