Purchases and Sales Made in Q1 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
119K+ 246.43% |
$5.73M - $5.79M
|
168K
$4.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
101K+ 2014.37% |
$4.86M - $4.91M
|
106K
$2.6M
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
85.1KNew |
$4.08M - $4.13M
|
85.1K
$2.08M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81.6K+ 209153.84% |
$3.92M - $3.96M
|
81.6K
$2M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
55.6K+ 64.07% |
$2.67M - $2.7M
|
142K
$3.49M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.2K+ 35.5% |
$2.32M - $2.34M
|
184K
$4.51M
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
44K+ 40.57% |
$2.11M - $2.13M
|
152K
$3.73M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.9KNew |
$2.01M - $2.03M
|
41.9K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
35.4KNew |
$1.7M - $1.72M
|
35.4K
$866K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.9K+ 121.47% |
$763K - $771K
|
29K
$709K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.6KNew |
$654K - $660K
|
13.6K
$333K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 21.73% |
$594K - $600K
|
69.3K
$1.7M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.69K+ 13.01% |
$466K - $470K
|
84.2K
$2.06M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.74K+ 25.63% |
$420K - $424K
|
42.9K
$1.05M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.16K+ 14.59% |
$392K - $396K
|
64.1K
$1.57M
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.3K+ 7.65% |
$351K - $354K
|
103K
$2.51M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.25K+ 25.03% |
$348K - $352K
|
36.2K
$887K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.45KNew |
$310K - $313K
|
6.45K
$158K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.12KNew |
$294K - $297K
|
6.12K
$150K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.83K+ 126.88% |
$280K - $283K
|
10.4K
$255K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.47K+ 55.62% |
$263K - $265K
|
15.3K
$374K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.39K+ 16.36% |
$259K - $262K
|
38.3K
$938K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.31K+ 2588.78% |
$255K - $258K
|
5.51K
$135K
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.96KNew |
$238K - $241K
|
4.96K
$121K
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.79K+ 25.71% |
$230K - $232K
|
23.4K
$573K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.58K+ 18.87% |
$220K - $222K
|
28.8K
$706K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 26.77% |
$132K - $133K
|
13K
$319K
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.72K+ 10.88% |
$130K - $132K
|
27.7K
$677K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 198.53% |
$77.9K - $78.7K
|
2.44K
$59.7K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.52K+ 165.4% |
$73K - $73.8K
|
2.44K
$59.7K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43KNew |
$68.5K - $69.2K
|
1.43K
$34.9K
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.12K+ 23.26% |
$53.8K - $54.4K
|
5.94K
$145K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
577+ 8.48% |
$27.7K - $28K
|
7.38K
$181K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
535+ 2.22% |
$25.7K - $26K
|
24.7K
$604K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
467New |
$22.4K - $22.7K
|
467
$11.4K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
380+ 0.58% |
$18.3K - $18.4K
|
65.4K
$1.6M
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
334+ 4.03% |
$16K - $16.2K
|
8.62K
$211K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
219+ 1.3% |
$10.5K - $10.6K
|
17.1K
$419K
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
214+ 1.71% |
$10.3K - $10.4K
|
12.7K
$311K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
203New |
$9.75K - $9.85K
|
203
$4.97K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
197New |
$9.46K - $9.56K
|
197
$4.82K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
140+ 424.24% |
$6.72K - $6.79K
|
173
$4.23K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
130+ 1.92% |
$6.24K - $6.31K
|
6.88K
$168K
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
111+ 0.83% |
$5.33K - $5.39K
|
13.5K
$330K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$4.8K - $4.85K
|
100
$2.45K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
53+ 0.63% |
$2.55K - $2.57K
|
8.53K
$209K
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
40+ 0.35% |
$1.92K - $1.94K
|
11.6K
$284K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36+ 0.48% |
$1.73K - $1.75K
|
7.47K
$183K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 0.13% |
$336 - $340
|
5.26K
$129K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|