Purchases and Sales Made in Q2 2023 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 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
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
98.8K
New
$4.66M - $4.72M
98.8K $2.41M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
29.8K
New
$1.4M - $1.42M
29.8K $728K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
13.4K
New
$634K - $642K
13.4K $328K
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
10K
+ 15.38%
$471K - $478K
75K $1.83M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
9.46K
+ 72.68%
$446K - $452K
22.5K $549K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
8.01K
+ 82.11%
$377K - $383K
17.8K $434K
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
7.68K
+ 63.53%
$362K - $367K
19.8K $483K
Aug 08, 2023 Q2 2023
Kovitz Investment Group Partners, LLC

BUY
 -
7.32K
New
$345K - $350K
7.32K $179K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.1K
New
$288K - $292K
6.1K $149K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
4.81K
New
$227K - $230K
4.81K $117K
Jul 11, 2023 Q2 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
4.02K
+ 63.74%
$189K - $192K
10.3K $252K
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.49K
+ 44.4%
$117K - $119K
8.09K $198K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.31K
+ 3.62%
$109K - $110K
66.2K $1.62M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.91K
+ 36.16%
$90K - $91.2K
7.19K $176K
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
1.56K
+ 22.37%
$73.3K - $74.4K
8.51K $208K
Aug 10, 2023 Q2 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
1.4K
+ 5.81%
$66K - $66.9K
25.5K $622K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
838
New
$39.5K - $40K
838 $20.5K
Aug 07, 2023 Q2 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
556
+ 1.11%
$26.2K - $26.6K
50.7K $1.24M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
500
New
$23.6K - $23.9K
500 $12.2K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
470
+ 9.65%
$22.2K - $22.5K
5.34K $130K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
357
+ 37.82%
$16.8K - $17.1K
1.3K $31.8K
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
275
+ 1.12%
$13K - $13.1K
24.9K $609K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
272
+ 0.23%
$12.8K - $13K
116K $2.84M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
244
+ 54.59%
$11.5K - $11.7K
691 $16.9K
Aug 03, 2023 Q2 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
240
+ 3.09%
$11.3K - $11.5K
8.02K $196K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
162
+ 5.89%
$7.64K - $7.74K
2.91K $71.2K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
132
+ 6.17%
$6.22K - $6.31K
2.27K $55.5K
Jul 24, 2023 Q2 2023
Charles Schwab Trust CO

BUY
 -
112
+ 0.44%
$5.28K - $5.35K
25.8K $630K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
85
+ 0.35%
$4.01K - $4.06K
24.1K $589K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
83
+ 105.06%
$3.91K - $3.97K
162 $3.96K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
83
New
$3.91K - $3.97K
83 $2.03K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
6
+ 0.01%
$283 - $287
92.4K $2.26M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.01%
$47.1 - $47.8
9.4K $230K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1
New
$47.1 - $47.8
1 $24.4
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
0
New
$0 - $0
0 $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2023 Q2 2023
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-42
- -0.0%
$1.98K - $2.01K
2.08M $50.8M
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

SELL
 -
-55
- 2.86%
$2.59K - $2.63K
1.87K $45.7K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-123
- 14.24%
$5.8K - $5.88K
741 $18.1K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-165
- 67.9%
$7.78K - $7.89K
78 $1.91K
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-248
- 2.18%
$11.7K - $11.9K
11.1K $272K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-295
- 7.62%
$13.9K - $14.1K
3.58K $87.4K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

SELL
 -
-358
- 4.3%
$16.9K - $17.1K
7.96K $195K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-458
- 8.64%
$21.6K - $21.9K
4.84K $118K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

SELL
 -
-750
- 75.0%
$35.4K - $35.8K
250 $6.11K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-750
- 75.0%
$35.4K - $35.8K
250 $6.11K
Aug 09, 2023 Q2 2023
Roundview Capital LLC

Princeton, NJ
SELL
 -
-754
- 5.32%
$35.5K - $36K
13.4K $328K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-1.03K
- 8.74%
$48.5K - $49.1K
10.7K $262K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-1.07K
- 7.12%
$50.3K - $50.9K
13.9K $340K

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