Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
51.2K+ 60.15% |
$2.44M - $2.47M
|
136K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
44.6K+ 2.66% |
$2.13M - $2.16M
|
1.73M
$42.2M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
42.4KNew |
$2.02M - $2.05M
|
42.4K
$1.04M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
27.1KNew |
$1.29M - $1.31M
|
27.1K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24.6K+ 466.68% |
$1.17M - $1.19M
|
29.8K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.2K+ 57.93% |
$1.06M - $1.07M
|
60.5K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6KNew |
$1.03M - $1.04M
|
21.6K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.3K+ 26.46% |
$779K - $789K
|
78K
$1.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
15.9KNew |
$760K - $769K
|
15.9K
$390K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
13.1K+ 9.23% |
$627K - $636K
|
156K
$3.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 35.25% |
$610K - $618K
|
49K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12KNew |
$573K - $580K
|
12K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 23.53% |
$481K - $488K
|
53K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10KNew |
$477K - $484K
|
10K
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.77K+ 57.09% |
$371K - $376K
|
21.4K
$523K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.75K+ 11.89% |
$370K - $375K
|
72.9K
$1.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.65K+ 27.65% |
$365K - $370K
|
35.3K
$864K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6.77K+ 28.93% |
$323K - $327K
|
30.2K
$739K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.73K+ 2.93% |
$226K - $229K
|
166K
$4.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.33K+ 10.29% |
$206K - $209K
|
46.4K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.23K+ 6.6% |
$202K - $205K
|
68.3K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.62K+ 23.68% |
$173K - $175K
|
18.9K
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.7K+ 7.61% |
$129K - $130K
|
38.1K
$933K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.31K+ 13.46% |
$110K - $111K
|
19.4K
$475K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.24K+ 41.17% |
$107K - $108K
|
7.67K
$188K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.09KNew |
$99.9K - $101K
|
2.09K
$51.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2K+ 2.88% |
$95.3K - $96.5K
|
71.3K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.97K+ 23.77% |
$93.8K - $95.1K
|
10.2K
$251K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 0.62% |
$54.6K - $55.3K
|
185K
$4.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.07K+ 3.69% |
$51.1K - $51.7K
|
30K
$735K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.07K+ 1.95% |
$51.1K - $51.7K
|
56K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
862+ 17.39% |
$41.1K - $41.7K
|
5.82K
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
610New |
$29.1K - $29.5K
|
610
$14.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
551+ 2.23% |
$26.3K - $26.6K
|
25.2K
$617K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
495+ 4.75% |
$23.6K - $23.9K
|
10.9K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
458+ 6.65% |
$21.9K - $22.1K
|
7.34K
$180K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
109+ 0.81% |
$5.2K - $5.27K
|
13.6K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
72+ 1.18% |
$3.44K - $3.48K
|
6.19K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53+ 0.71% |
$2.53K - $2.56K
|
7.52K
$184K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49+ 0.76% |
$2.34K - $2.37K
|
6.5K
$159K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.04% |
$191 - $193
|
9.4K
$230K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$95.5 - $96.7
|
2
$49
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 1.02% |
$95.5 - $96.7
|
199
$4.87K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-11- 0.13% |
$525 - $532
|
8.57K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17- 0.29% |
$811 - $822
|
5.92K
$145K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 4.28% |
$955 - $967
|
447
$10.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-26- 0.56% |
$1.24K - $1.26K
|
4.64K
$114K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 2.36% |
$1.34K - $1.35K
|
1.16K
$28.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-37- 0.43% |
$1.77K - $1.79K
|
8.49K
$208K
|