Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr 1 5 Yr C (SCHJ)

SCHJ Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr 1 5 Yr C (SCHJ) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 1 - 5 YR C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 04, 2022 Q1 2022
Prospera Financial Services Inc

SELL
 -
-811
- 19.27%
$39.2K - $41K
3.4K $83.1K
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
SELL
 -
-821
- 85.97%
$39.7K - $41.5K
134 $3.28K
Apr 29, 2022 Q1 2022
Schaper Benz & Wise Investment Counsel Inc

SELL
 -
-1K
- 2.36%
$48.4K - $50.5K
41.3K $1.01M
Apr 12, 2022 Q1 2022
Savior LLC

SELL
 -
-1.02K
Closed
$49.5K - $51.7K
0 $0
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-1.06K
- 3.77%
$51.2K - $53.5K
27K $661K
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

SELL
 -
-1.38K
Closed
$66.9K - $69.9K
0 $0
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-1.66K
- 12.71%
$80.4K - $84K
11.4K $279K
May 24, 2022 Q1 2022
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-1.69K
- 6.15%
$81.6K - $85.2K
25.8K $630K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-1.75K
- 3.23%
$84.8K - $88.5K
52.5K $1.28M
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-1.78K
- 47.68%
$86.3K - $90.1K
1.96K $47.9K
May 18, 2022 Q1 2022
Range Financial Group LLC

SELL
 -
-2.32K
- 11.97%
$112K - $117K
17K $417K
Apr 21, 2022 Q1 2022
Mayflower Financial Advisors, LLC

SELL
 -
-2.64K
- 36.86%
$128K - $133K
4.53K $111K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-3.2K
- 29.14%
$155K - $161K
7.78K $190K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-3.55K
- 18.94%
$172K - $179K
15.2K $371K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-4.27K
- 41.66%
$206K - $215K
5.97K $146K
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-4.33K
- 30.87%
$209K - $218K
9.69K $237K
May 05, 2022 Q1 2022
Omni Star Financial Group, Inc.

SELL
 -
-4.41K
Closed
$213K - $223K
0 $0
Apr 25, 2022 Q1 2022
Capital Cs Group, LLC

SELL
 -
-4.86K
Closed
$235K - $246K
0 $0
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

SELL
 -
-5.03K
- 67.25%
$243K - $254K
2.45K $59.9K
Apr 26, 2022 Q1 2022
Costello Asset Management, Inc

SELL
 -
-5.1K
Closed
$247K - $258K
0 $0
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-5.18K
Closed
$250K - $261K
0 $0
May 16, 2022 Q1 2022
Stokes Family Office, LLC

SELL
 -
-5.29K
Closed
$256K - $267K
0 $0
May 10, 2022 Q1 2022
Marshall Financial Group LLC

SELL
 -
-6.65K
Closed
$321K - $336K
0 $0
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

SELL
 -
-6.83K
Closed
$330K - $345K
0 $0
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-7.16K
Closed
$346K - $362K
0 $0
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

SELL
 -
-8.78K
Closed
$424K - $443K
0 $0
Apr 12, 2022 Q1 2022
Cooper Financial Group

SELL
 -
-9.69K
Closed
$468K - $489K
0 $0
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-9.8K
- 53.68%
$474K - $495K
8.46K $207K
May 16, 2022 Q1 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-10.1K
Closed
$490K - $512K
0 $0
May 26, 2022 Q1 2022
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-12.7K
Closed
$613K - $641K
0 $0
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-13K
Closed
$629K - $657K
0 $0
May 06, 2022 Q1 2022
Kaizen Financial Strategies

SELL
 -
-13K
- 15.5%
$629K - $657K
70.9K $1.73M
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

SELL
 -
-14.5K
Closed
$701K - $732K
0 $0
Apr 22, 2022 Q1 2022
Western Financial Corporation

SELL
 -
-14.7K
Closed
$711K - $742K
0 $0
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

SELL
 -
-15K
Closed
$725K - $757K
0 $0
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

SELL
 -
-15.7K
- 78.65%
$760K - $793K
4.26K $104K
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

SELL
 -
-16.7K
Closed
$809K - $845K
0 $0
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

SELL
 -
-17.7K
Closed
$857K - $895K
0 $0
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-18K
- 44.41%
$869K - $908K
22.5K $551K
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-18K
Closed
$870K - $909K
0 $0
Apr 18, 2022 Q1 2022
Teamwork Financial Advisors, LLC

SELL
 -
-19.1K
- 70.17%
$922K - $963K
8.11K $198K
Apr 28, 2022 Q1 2022
Midwest Heritage Bank, Fsb

SELL
 -
-19.6K
- 49.9%
$948K - $990K
19.7K $482K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-20.1K
- 21.94%
$973K - $1.02M
71.6K $1.75M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-23.8K
- 67.05%
$1.15M - $1.2M
11.7K $286K
Apr 19, 2022 Q1 2022
Apeiron Ria LLC

SELL
 -
-25.2K
Closed
$1.22M - $1.27M
0 $0
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

SELL
 -
-26.6K
- 73.02%
$1.29M - $1.35M
9.85K $241K
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-26.7K
- 64.09%
$1.29M - $1.35M
15K $366K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-27.1K
- 82.33%
$1.31M - $1.37M
5.82K $142K
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-34.5K
Closed
$1.67M - $1.74M
0 $0

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