Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
130K
New
$6.1M - $6.32M
130K $3.19M
Jul 26, 2022 Q2 2022
Tap Consulting, LLC

BUY
 -
105K
+ 119.96%
$4.91M - $5.08M
192K $4.7M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
96K
New
$4.49M - $4.65M
96K $2.35M
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

BUY
 -
71.7K
+ 218.45%
$3.35M - $3.48M
104K $2.56M
Aug 15, 2022 Q2 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
42.3K
+ 2.25%
$1.98M - $2.05M
1.92M $47M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
10.9K
+ 35.1%
$508K - $526K
41.8K $1.02M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
9.99K
+ 374.79%
$468K - $485K
12.7K $310K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
8.77K
+ 78.4%
$410K - $425K
19.9K $488K
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
7.25K
+ 63.46%
$339K - $351K
18.7K $457K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.08K
+ 46.63%
$331K - $343K
22.3K $545K
Aug 08, 2022 Q2 2022
Quaker Wealth Management, LLC

BUY
 -
4.63K
New
$217K - $225K
4.63K $113K
Aug 15, 2022 Q2 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
4.58K
+ 47.28%
$214K - $222K
14.3K $349K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.18K
+ 5.65%
$149K - $154K
59.5K $1.46M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
2.71K
+ 9.3%
$127K - $131K
31.8K $779K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.34K
+ 27.63%
$109K - $113K
10.8K $264K
Aug 08, 2022 Q2 2022
Financial Strategies Group, Inc.

BUY
 -
2.25K
+ 15.87%
$105K - $109K
16.4K $401K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
2.11K
New
$98.6K - $102K
2.11K $51.5K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.34K
+ 11.48%
$62.7K - $65K
13K $318K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
940
New
$44K - $45.6K
940 $23K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
875
+ 1.67%
$41K - $42.4K
53.4K $1.31M
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
465
+ 1.9%
$21.8K - $22.5K
24.9K $610K
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
238
New
$11.1K - $11.5K
238 $5.82K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
209
New
$9.78K - $10.1K
209 $5.11K
Jul 05, 2022 Q2 2022
M&R Capital Management Inc

BUY
 -
106
New
$4.96K - $5.14K
106 $2.59K
Aug 16, 2022 Q2 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
74
+ 200.0%
$3.46K - $3.59K
111 $2.72K
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

BUY
 -
64
New
$3K - $3.1K
64 $1.57K
Aug 02, 2022 Q2 2022
Hudock, Inc.

BUY
 -
54
New
$2.53K - $2.62K
54 $1.32K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
8
+ 26.67%
$374 - $388
38 $930
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
5
New
$234 - $242
5 $122
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
0
Closed
$0 - $0
0 $0
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-47
- 0.68%
$2.2K - $2.28K
6.88K $168K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

SELL
 -
-49
- 2.0%
$2.29K - $2.38K
2.4K $58.7K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-51
- 1.2%
$2.39K - $2.47K
4.21K $103K
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-55
Closed
$2.57K - $2.67K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-76
Closed
$3.56K - $3.69K
0 $0
Jul 18, 2022 Q2 2022
Kaizen Financial Strategies

SELL
 -
-92
- 0.13%
$4.31K - $4.46K
70.8K $1.73M
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

SELL
 -
-103
- 1.05%
$4.82K - $4.99K
9.74K $238K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-134
Closed
$6.27K - $6.5K
0 $0
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-165
- 61.34%
$7.72K - $8K
104 $2.54K
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-232
- 9.88%
$10.9K - $11.2K
2.12K $51.8K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-246
- 38.26%
$11.5K - $11.9K
397 $9.71K
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-246
- 38.26%
$11.5K - $11.9K
397 $9.71K
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-266
- 2.92%
$12.5K - $12.9K
8.86K $217K
Aug 11, 2022 Q2 2022
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-443
- 21.77%
$20.7K - $21.5K
1.59K $39K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-807
- 11.87%
$37.8K - $39.1K
5.99K $147K
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

SELL
 -
-847
Closed
$39.6K - $41.1K
0 $0
Jul 13, 2022 Q2 2022
Life Steps Financial, Inc.

SELL
 -
-847
- 7.88%
$39.6K - $41.1K
9.9K $242K
Jul 22, 2022 Q2 2022
Charles Schwab Trust CO

SELL
 -
-982
- 2.63%
$46K - $47.6K
36.4K $890K

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