Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.6K- 67.47% |
$2.53M - $2.62M
|
25.4K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-29.5K- 77.36% |
$1.42M - $1.46M
|
8.63K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-19K- 80.7% |
$914K - $944K
|
4.55K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.4K- 8.05% |
$643K - $664K
|
153K
$3.74M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12.8K- 30.17% |
$615K - $635K
|
29.6K
$724K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.1K- 43.67% |
$293K - $303K
|
7.86K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 3.64% |
$147K - $152K
|
81.2K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.73K- 32.1% |
$131K - $135K
|
5.77K
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.18K- 34.8% |
$105K - $108K
|
4.08K
$99.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.78K- 17.99% |
$85.8K - $88.6K
|
8.13K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.47K- 1.36% |
$70.5K - $72.8K
|
107K
$2.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.17K- 4.94% |
$56.2K - $58K
|
22.5K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-845- 6.29% |
$40.6K - $42K
|
12.6K
$308K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-803- 6.35% |
$38.6K - $39.9K
|
11.8K
$290K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-726- 1.0% |
$34.9K - $36.1K
|
72.1K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-488- 0.87% |
$23.5K - $24.2K
|
55.6K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-202- 6.31% |
$9.71K - $10K
|
3K
$73.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 8.73% |
$4.81K - $4.97K
|
1.05K
$25.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-57- 0.92% |
$2.74K - $2.83K
|
6.14K
$150K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-54- 0.63% |
$2.6K - $2.68K
|
8.52K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-46- 0.78% |
$2.21K - $2.29K
|
5.88K
$144K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 9.48% |
$90.7K - $91.9K
|
18.2K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$178K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-980- 1.5% |
$46.8K - $47.4K
|
64.4K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-637- 8.63% |
$30.4K - $30.8K
|
6.75K
$165K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-540- 2.84% |
$25.8K - $26.1K
|
18.5K
$452K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-93- 9.76% |
$4.44K - $4.5K
|
860
$21.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-89- 1.59% |
$4.25K - $4.3K
|
5.51K
$135K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 2.36% |
$1.34K - $1.35K
|
1.16K
$28.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-26- 0.56% |
$1.24K - $1.26K
|
4.64K
$114K
|
|
| Q1 2024 | |||||||
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-83- 51.23% |
$3.99K - $4.03K
|
79
$1.93K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-679- 8.92% |
$31.6K - $32.9K
|
6.94K
$170K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32- 0.74% |
$1.49K - $1.55K
|
4.28K
$105K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.24KClosed |
$386K - $391K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1K- 18.72% |
$46.9K - $47.5K
|
4.34K
$106K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-750- 75.0% |
$35.4K - $35.8K
|
250
$6.12K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-55- 2.86% |
$2.59K - $2.63K
|
1.87K
$45.8K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-13KClosed |
$607K - $621K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.8K- 57.56% |
$552K - $565K
|
8.72K
$213K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.88K- 40.3% |
$134K - $137K
|
4.26K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-448- 10.24% |
$20.9K - $21.4K
|
3.93K
$96.2K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-186- 3.52% |
$8.68K - $8.89K
|
5.1K
$125K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-34.1K- 46.94% |
$1.56M - $1.61M
|
38.6K
$945K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19.9K- 99.5% |
$911K - $941K
|
100
$2.45K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.64K- 16.74% |
$121K - $125K
|
13.1K
$322K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-2.27K- 16.99% |
$104K - $107K
|
11.1K
$271K
|
|
|
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
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-821Closed |
$37.6K - $38.8K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-780- 50.0% |
$35.7K - $36.9K
|
780
$19.1K
|
|