Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.09K- 10.09% |
$51.1K - $51.9K
|
9.67K
$236K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.09K- 5.07% |
$51.1K - $51.9K
|
20.3K
$496K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.63K- 18.81% |
$76.6K - $77.7K
|
7.01K
$171K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.86KClosed |
$87.4K - $88.7K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.72K- 12.76% |
$128K - $130K
|
18.6K
$454K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-2.78K- 1.48% |
$131K - $133K
|
185K
$4.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.34K- 62.25% |
$157K - $159K
|
2.02K
$49.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.45K- 32.01% |
$210K - $213K
|
9.46K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.5K- 33.63% |
$307K - $311K
|
12.8K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-8.71K- 16.97% |
$411K - $416K
|
42.6K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 66.7% |
$561K - $569K
|
5.95K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.8K- 11.57% |
$696K - $705K
|
113K
$2.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-19.1K- 23.79% |
$900K - $912K
|
61.1K
$1.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-67K- 51.9% |
$3.16M - $3.2M
|
62.1K
$1.52M
|