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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1Closed |
$48 - $48.5
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 0.09% |
$384 - $388
|
9.4K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-13- 4.56% |
$624 - $631
|
272
$6.63K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-83- 51.23% |
$3.99K - $4.03K
|
79
$1.93K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-176- 1.56% |
$8.45K - $8.54K
|
11.1K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-190- 3.38% |
$9.13K - $9.22K
|
5.43K
$132K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-255- 2.89% |
$12.2K - $12.4K
|
8.58K
$209K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-312- 1.25% |
$15K - $15.1K
|
24.6K
$600K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-624- 15.84% |
$30K - $30.3K
|
3.32K
$80.8K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-671- 7.52% |
$32.2K - $32.6K
|
8.26K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-671- 7.52% |
$32.2K - $32.6K
|
8.26K
$201K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-850- 1.98% |
$40.8K - $41.3K
|
42K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-865- 1.55% |
$41.5K - $42K
|
55K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 5.02% |
$50.9K - $51.4K
|
20.1K
$489K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.12K- 48.64% |
$54K - $54.5K
|
1.19K
$28.9K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.3K- 8.84% |
$62.6K - $63.2K
|
13.4K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.36K- 0.83% |
$65.2K - $65.9K
|
161K
$3.93M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 2.34% |
$104K - $105K
|
90K
$2.19M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.18K- 10.26% |
$105K - $106K
|
19K
$464K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.07K- 4.5% |
$147K - $149K
|
65.1K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.53K- 29.91% |
$170K - $171K
|
8.27K
$202K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.6K- 39.13% |
$173K - $175K
|
5.6K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.29K- 3.72% |
$206K - $208K
|
111K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.06K- 99.98% |
$291K - $294K
|
1
$24.4
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.06K- 99.98% |
$291K - $294K
|
1
$24.4
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.19K- 19.5% |
$297K - $300K
|
25.5K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.71K- 89.45% |
$466K - $471K
|
1.15K
$27.9K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11K- 48.48% |
$529K - $535K
|
11.7K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.1K- 29.74% |
$1.25M - $1.27M
|
61.7K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-66.2K- 57.76% |
$3.18M - $3.21M
|
48.4K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-399K- 19.2% |
$19.2M - $19.4M
|
1.68M
$41M
|