Purchases and Sales Made in Q2 2022 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 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 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.17K- 67.4% |
$54.7K - $56.6K
|
565
$13.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.24K- 4.8% |
$57.9K - $60K
|
24.5K
$600K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.51K- 25.96% |
$70.7K - $73.2K
|
4.31K
$105K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.52K- 18.31% |
$70.9K - $73.5K
|
6.76K
$165K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 22.98% |
$87.2K - $90.3K
|
6.24K
$153K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.96KClosed |
$91.7K - $94.9K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-1.98K- 11.63% |
$92.8K - $96.1K
|
15.1K
$369K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.04K- 37.71% |
$95.3K - $98.7K
|
3.36K
$82.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.11KClosed |
$98.6K - $102K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-2.38K- 22.99% |
$112K - $116K
|
7.98K
$195K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.45K- 31.54% |
$115K - $119K
|
5.33K
$130K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.96K- 10.97% |
$139K - $144K
|
24K
$588K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.98K- 87.81% |
$140K - $145K
|
414
$10.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.15K- 21.01% |
$147K - $153K
|
11.8K
$289K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.3K- 55.32% |
$155K - $160K
|
2.67K
$65.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.44K- 15.29% |
$161K - $167K
|
19.1K
$467K
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.45K- 17.54% |
$162K - $167K
|
16.2K
$397K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.32KClosed |
$202K - $210K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-4.37KClosed |
$205K - $212K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.71K- 25.11% |
$221K - $228K
|
14.1K
$344K
|
|
|
Aug 16, 2022
Q2 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-5.47KClosed |
$256K - $265K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.57K- 53.87% |
$261K - $270K
|
4.77K
$117K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.14KClosed |
$287K - $298K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.71KClosed |
$314K - $325K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.34KClosed |
$391K - $405K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.7KClosed |
$501K - $519K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.2KClosed |
$524K - $543K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 33.65% |
$533K - $552K
|
22.4K
$549K
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-12.4K- 29.97% |
$580K - $601K
|
29K
$708K
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-12.6K- 6.99% |
$590K - $612K
|
168K
$4.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-16.3K- 11.19% |
$763K - $791K
|
129K
$3.17M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-19.1KClosed |
$893K - $925K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.5K- 66.64% |
$961K - $995K
|
10.3K
$251K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.2K- 77.91% |
$1.32M - $1.37M
|
8.01K
$196K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-34.3KClosed |
$1.61M - $1.66M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-35.2K- 62.5% |
$1.65M - $1.71M
|
21.1K
$517K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.3K- 61.88% |
$2.07M - $2.15M
|
27.3K
$668K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.9K- 52.49% |
$3.08M - $3.19M
|
59.6K
$1.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-98.4KClosed |
$4.61M - $4.77M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-119K- 54.55% |
$5.58M - $5.78M
|
99.4K
$2.43M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-167KClosed |
$7.83M - $8.11M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-213K- 24.28% |
$9.95M - $10.3M
|
663K
$16.2M
|