Latest Institutional Transactions on Schwab Strategic Tr 1 5 Yr C (SCHJ)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 1 5 Yr C (SCHJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 26.77% |
$132K - $133K
|
13K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
101K+ 2014.37% |
$4.86M - $4.91M
|
106K
$2.63M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.3K+ 7.65% |
$351K - $354K
|
103K
$2.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$4.8K - $4.85K
|
100
$2.48K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
205New |
$9.53K - $9.92K
|
205
$5.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.35KNew |
$342K - $355K
|
7.35K
$182K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32- 0.74% |
$1.49K - $1.55K
|
4.28K
$106K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 2.63% |
$884 - $919
|
741
$18.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
679New |
$31.8K - $32.3K
|
679
$16.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$281 - $285
|
6
$149
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
238New |
$11.2K - $11.3K
|
238
$5.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
202New |
$9.47K - $9.6K
|
202
$5.01K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
164New |
$7.69K - $7.79K
|
164
$4.06K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$47.1 - $47.8
|
1
$24.8
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-750- 75.0% |
$35.4K - $35.8K
|
250
$6.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6+ 0.01% |
$283 - $287
|
92.4K
$2.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$23.6K - $23.9K
|
500
$12.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-55- 2.86% |
$2.59K - $2.63K
|
1.87K
$46.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
83New |
$3.91K - $3.97K
|
83
$2.06K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
418+ 401.92% |
$19.5K - $20K
|
522
$12.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-448- 10.24% |
$20.9K - $21.4K
|
3.93K
$97.4K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.8K- 57.56% |
$552K - $565K
|
8.72K
$216K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.82KNew |
$272K - $278K
|
5.82K
$144K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-13KClosed |
$607K - $621K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-186- 3.52% |
$8.68K - $8.89K
|
5.1K
$126K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.88K- 40.3% |
$134K - $137K
|
4.26K
$106K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.09KNew |
$50.7K - $52K
|
1.09K
$26.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
914+ 0.9% |
$42.7K - $43.7K
|
102K
$2.53M
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-821Closed |
$37.6K - $38.8K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.5KNew |
$1.81M - $1.87M
|
39.5K
$980K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
114+ 7.59% |
$5.22K - $5.39K
|
1.62K
$40K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-780- 50.0% |
$35.7K - $36.9K
|
780
$19.3K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$65.2K - $67.3K
|
1.42K
$35.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-406- 32.4% |
$18.6K - $19.2K
|
847
$21K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
755New |
$34.5K - $35.7K
|
755
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.21K+ 97.89% |
$284K - $293K
|
12.5K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.22K- 19.75% |
$55.8K - $57.6K
|
4.95K
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-135- 69.95% |
$6.18K - $6.38K
|
58
$1.44K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19.9K- 99.5% |
$911K - $941K
|
100
$2.48K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
249New |
$11.4K - $11.8K
|
249
$6.17K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-643- 13.07% |
$29.4K - $30.4K
|
4.28K
$106K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-204- 4.4% |
$9.34K - $9.64K
|
4.43K
$110K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.64K- 16.74% |
$121K - $125K
|
13.1K
$326K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.44KNew |
$249K - $257K
|
5.44K
$135K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
97New |
$4.44K - $4.59K
|
97
$2.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-34.1K- 46.94% |
$1.56M - $1.61M
|
38.6K
$957K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-2.27K- 16.99% |
$104K - $107K
|
11.1K
$275K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
81New |
$3.74K - $3.91K
|
81
$2.01K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-38Closed |
$1.75K - $1.83K
|
0
$0
|
|