Latest Institutional Purchases of Schwab Strategic Tr 1 5 Yr C (SCHJ)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr 1 5 Yr C (SCHJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.44KNew |
$249K - $257K
|
5.44K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$65.2K - $67.3K
|
1.42K
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
755New |
$34.5K - $35.7K
|
755
$18.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
249New |
$11.4K - $11.8K
|
249
$6.08K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
114+ 7.59% |
$5.22K - $5.39K
|
1.62K
$39.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
97New |
$4.44K - $4.59K
|
97
$2.37K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
6.9KNew |
$318K - $333K
|
6.9K
$168K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.37KNew |
$201K - $211K
|
4.37K
$107K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
244+ 230.19% |
$11.3K - $11.8K
|
350
$8.55K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
81New |
$3.74K - $3.91K
|
81
$1.98K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
76New |
$3.51K - $3.67K
|
76
$1.86K
|
|
| Q2 2022 | |||||||
|
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
$5.81K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
209New |
$9.78K - $10.1K
|
209
$5.11K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
64New |
$3K - $3.1K
|
64
$1.56K
|
|
|
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
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
17.6KNew |
$849K - $887K
|
17.6K
$429K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
2.35KNew |
$120K - $121K
|
2.35K
$57.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$255 - $257
|
5
$122
|
|