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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.21K+ 97.89% |
$284K - $293K
|
12.5K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-135- 69.95% |
$6.18K - $6.38K
|
58
$1.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.22K- 19.75% |
$55.8K - $57.6K
|
4.95K
$121K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19.9K- 99.5% |
$911K - $941K
|
100
$2.45K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
249New |
$11.4K - $11.8K
|
249
$6.09K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-643- 13.07% |
$29.4K - $30.4K
|
4.28K
$105K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-204- 4.4% |
$9.34K - $9.64K
|
4.43K
$108K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.64K- 16.74% |
$121K - $125K
|
13.1K
$322K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.44KNew |
$249K - $257K
|
5.44K
$133K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
97New |
$4.44K - $4.59K
|
97
$2.37K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-34.1K- 46.94% |
$1.56M - $1.61M
|
38.6K
$945K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-2.27K- 16.99% |
$104K - $107K
|
11.1K
$271K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
81New |
$3.74K - $3.91K
|
81
$1.98K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-38Closed |
$1.75K - $1.83K
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.37KNew |
$201K - $211K
|
4.37K
$107K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.9K- 74.77% |
$1.84M - $1.92M
|
13.5K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-85.4K- 66.0% |
$3.94M - $4.12M
|
44K
$1.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-971- 18.23% |
$44.8K - $46.8K
|
4.35K
$107K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.16K- 89.99% |
$99.5K - $104K
|
240
$5.87K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-3.38K- 15.96% |
$156K - $163K
|
17.8K
$435K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
76New |
$3.51K - $3.67K
|
76
$1.86K
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-18.8K- 64.94% |
$867K - $907K
|
10.2K
$248K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-71K- 42.3% |
$3.27M - $3.42M
|
96.8K
$2.37M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
6.9KNew |
$318K - $333K
|
6.9K
$169K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
244+ 230.19% |
$11.3K - $11.8K
|
350
$8.56K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-232- 9.88% |
$10.9K - $11.2K
|
2.12K
$51.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-5.47KClosed |
$256K - $265K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-167KClosed |
$7.83M - $8.11M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.57K- 53.87% |
$261K - $270K
|
4.77K
$117K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55Closed |
$2.57K - $2.67K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.7KClosed |
$501K - $519K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.14KClosed |
$287K - $298K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.71KClosed |
$314K - $325K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.96KClosed |
$91.7K - $94.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-34.3KClosed |
$1.61M - $1.66M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.39K+ 50.83% |
$252K - $261K
|
16K
$391K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
238New |
$11.1K - $11.5K
|
238
$5.82K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.98K- 87.81% |
$140K - $145K
|
414
$10.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
209New |
$9.78K - $10.1K
|
209
$5.11K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.2K- 77.91% |
$1.32M - $1.37M
|
8.01K
$196K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
54New |
$2.53K - $2.62K
|
54
$1.32K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5New |
$234 - $242
|
5
$122
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.51K- 25.96% |
$70.7K - $73.2K
|
4.31K
$105K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-847Closed |
$39.6K - $41.1K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.2KClosed |
$524K - $543K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.32KClosed |
$202K - $210K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 22.98% |
$87.2K - $90.3K
|
6.24K
$153K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
64New |
$3K - $3.1K
|
64
$1.57K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-4.37KClosed |
$205K - $212K
|
0
$0
|
|