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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8.78KClosed |
$424K - $443K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-5.1KClosed |
$247K - $258K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.38KClosed |
$66.9K - $69.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.86KClosed |
$235K - $246K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
SELL
|
- |
-14.7KClosed |
$711K - $742K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-14.5KClosed |
$701K - $732K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-70.5KClosed |
$3.41M - $3.56M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-25.2KClosed |
$1.22M - $1.27M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-61.9KClosed |
$2.99M - $3.13M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-84Closed |
$4.06K - $4.24K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-9.69KClosed |
$468K - $489K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-1.02KClosed |
$49.5K - $51.7K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-68.8KClosed |
$3.33M - $3.48M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.6KClosed |
$636K - $645K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-22KClosed |
$1.11M - $1.12M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-475- 8.96% |
$23.9K - $24.3K
|
4.83K
$120K
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-93.8KClosed |
$4.73M - $4.79M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-89.7KClosed |
$4.52M - $4.58M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.35KClosed |
$219K - $222K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-945Closed |
$47.6K - $48.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
2.35KNew |
$120K - $121K
|
2.35K
$58.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-31.4KClosed |
$1.61M - $1.61M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.6KClosed |
$948K - $952K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$255 - $257
|
5
$124
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.18KClosed |
$418K - $420K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-484Closed |
$24.6K - $24.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.59KClosed |
$80.8K - $81.4K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-53.2KClosed |
$2.71M - $2.73M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-8.28KClosed |
$422K - $425K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.37KClosed |
$222K - $224K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-92KClosed |
$4.71M - $4.79M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.02KClosed |
$104K - $104K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-72Closed |
$3.69K - $3.72K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-27Closed |
$1.31K - $1.39K
|
0
$0
|
|