Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr 1 5 Yr C (SCHJ)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.96K- 31.44% |
$185K - $189K
|
8.64K
$211K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-4.74K- 2.46% |
$221K - $226K
|
188K
$4.6M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.5K- 57.96% |
$535K - $548K
|
8.32K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.8K- 57.56% |
$552K - $565K
|
8.72K
$213K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 98.39% |
$584K - $598K
|
205
$5.02K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.8K- 48.01% |
$599K - $614K
|
13.9K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-13KClosed |
$607K - $621K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 45.69% |
$701K - $718K
|
17.9K
$437K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-18.8K- 69.57% |
$879K - $901K
|
8.24K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-19.5K- 27.5% |
$909K - $931K
|
51.4K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-21K- 59.73% |
$981K - $1M
|
14.2K
$347K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-34.6K- 70.91% |
$1.61M - $1.65M
|
14.2K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-144K- 55.48% |
$6.74M - $6.9M
|
116K
$2.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-179K- 98.98% |
$8.38M - $8.58M
|
1.86K
$45.4K
|