Purchases and Sales Made in Q1 2023 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 2023. 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
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
36.9K
New
$1.72M - $1.77M
36.9K $904K
May 08, 2023 Q1 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
13.6K
+ 37.17%
$634K - $650K
50.1K $1.23M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
13.4K
+ 126.72%
$627K - $643K
24.1K $589K
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
12.1K
New
$565K - $578K
12.1K $296K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
7.77K
+ 9.18%
$363K - $371K
92.4K $2.26M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.82K
New
$272K - $278K
5.82K $142K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
5.8K
+ 4.76%
$271K - $277K
128K $3.12M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
4.22K
+ 370.91%
$197K - $202K
5.36K $131K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
3.87K
New
$181K - $185K
3.87K $94.7K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.61K
+ 7.07%
$122K - $125K
39.5K $968K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2.18K
+ 1.72%
$102K - $104K
129K $3.16M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.75K
+ 13.21%
$81.5K - $83.5K
15K $366K
May 02, 2023 Q1 2023
Financial Strategies Group, Inc.

BUY
 -
1.58K
+ 17.26%
$73.9K - $75.7K
10.8K $263K
Apr 04, 2023 Q1 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
1.56K
+ 32.95%
$72.9K - $74.7K
6.3K $154K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.53K
+ 2.46%
$71.6K - $73.3K
63.9K $1.56M
Apr 21, 2023 Q1 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
1.22K
+ 18.53%
$56.8K - $58.1K
7.78K $190K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
1.09K
New
$50.7K - $52K
1.09K $26.6K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
914
+ 0.9%
$42.7K - $43.7K
102K $2.5M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
750
+ 386.6%
$35K - $35.9K
944 $23.1K
Apr 17, 2023 Q1 2023
Rosenberg Matthew Hamilton

BUY
 -
657
+ 0.83%
$30.7K - $31.4K
80.2K $1.96M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
655
+ 2.8%
$30.6K - $31.3K
24K $588K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
484
+ 6.18%
$22.6K - $23.1K
8.32K $204K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
422
+ 94.41%
$19.7K - $20.2K
869 $21.3K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
418
+ 401.92%
$19.5K - $20K
522 $12.8K
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
372
+ 0.02%
$17.4K - $17.8K
2.08M $50.9M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
327
+ 3.47%
$15.3K - $15.6K
9.75K $239K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
79
New
$3.69K - $3.78K
79 $1.93K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
9
+ 0.42%
$420 - $430
2.14K $52.3K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-26
- 0.28%
$1.21K - $1.24K
9.4K $230K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
SELL
 -
-56
- 18.73%
$2.61K - $2.68K
243 $5.95K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

SELL
 -
-112
- 3.37%
$5.23K - $5.35K
3.22K $78.7K
May 01, 2023 Q1 2023
Tnf LLC

SELL
 -
-186
- 3.52%
$8.68K - $8.89K
5.1K $125K
Apr 17, 2023 Q1 2023
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-282
- 1.31%
$13.2K - $13.5K
21.3K $521K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

SELL
 -
-308
- 13.8%
$14.4K - $14.7K
1.92K $47.1K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-323
- 5.45%
$15.1K - $15.4K
5.6K $137K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-448
- 10.24%
$20.9K - $21.4K
3.93K $96.1K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

SELL
 -
-477
- 6.42%
$22.3K - $22.8K
6.96K $170K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-654
- 5.27%
$30.5K - $31.3K
11.8K $288K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-803
- 13.16%
$37.5K - $38.4K
5.3K $130K
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-1.05K
- 8.46%
$49.1K - $50.2K
11.4K $278K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-1.22K
- 18.73%
$56.8K - $58.2K
5.28K $129K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-1.36K
- 9.46%
$63.5K - $65.1K
13K $319K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

SELL
 -
-2.38K
- 71.65%
$111K - $114K
940 $23K
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

SELL
 -
-2.57K
- 9.1%
$120K - $123K
25.7K $629K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-2.61K
- 6.6%
$122K - $125K
36.9K $904K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

SELL
 -
-2.88K
- 40.3%
$134K - $137K
4.26K $104K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

SELL
 -
-3.57K
- 80.5%
$166K - $170K
864 $21.1K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-3.59K
- 15.65%
$167K - $172K
19.3K $473K

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