Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
213K
New
$10.9M - $10.9M
213K $5.21M
Oct 26, 2021 Q3 2021
Ccg Wealth Management, LLC

BUY
 -
93.8K
New
$4.79M - $4.81M
93.8K $2.3M
Oct 14, 2021 Q3 2021
Northstar Advisory Group, LLC

BUY
 -
89.7K
New
$4.58M - $4.6M
89.7K $2.2M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
77.8K
+ 4.7%
$3.97M - $3.99M
1.73M $42.5M
Dec 13, 2021 Q3 2021
Tnf LLC

BUY
 -
77.4K
New
$3.95M - $3.97M
77.4K $1.89M
Nov 12, 2021 Q3 2021
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
39.9K
+ 14.11%
$2.04M - $2.05M
323K $7.91M
Nov 12, 2021 Q3 2021
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
31.3K
New
$1.6M - $1.61M
31.3K $767K
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

BUY
 -
24.5K
New
$1.25M - $1.26M
24.5K $601K
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
19.2K
+ 111.44%
$981K - $986K
36.5K $892K
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
16.5K
New
$844K - $849K
16.5K $405K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
11.4K
+ 30.14%
$584K - $587K
49.4K $1.21M
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
BUY
 -
8.57K
New
$437K - $439K
8.57K $210K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.93K
+ 105.89%
$405K - $407K
15.4K $377K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
6.4K
New
$327K - $328K
6.4K $157K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.2K
New
$265K - $267K
5.2K $127K
Oct 19, 2021 Q3 2021
Fundamentun, LLC

Beachwood, OH
BUY
 -
4.35K
New
$222K - $223K
4.35K $107K
Oct 26, 2021 Q3 2021
Mayflower Financial Advisors, LLC

BUY
 -
4.26K
New
$217K - $218K
4.26K $104K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
4.01K
+ 10.35%
$205K - $206K
42.8K $1.05M
Oct 13, 2021 Q3 2021
Teamwork Financial Advisors, LLC

BUY
 -
2.82K
+ 7.86%
$144K - $145K
38.7K $948K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
2.68K
+ 6.37%
$137K - $137K
44.7K $1.09M
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

BUY
 -
2.63K
+ 3.56%
$134K - $135K
76.5K $1.87M
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.39K
+ 5.41%
$122K - $123K
46.6K $1.14M
Nov 09, 2021 Q3 2021
Red Cedar Capital, LLC

BUY
 -
2.35K
New
$120K - $121K
2.35K $57.6K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.33K
+ 7.04%
$119K - $119K
35.4K $867K
Oct 20, 2021 Q3 2021
Gpm Growth Investors, Inc.

BUY
 -
2.21K
+ 3.06%
$113K - $114K
74.5K $1.82M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.98K
+ 12.13%
$101K - $101K
18.3K $447K
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.71K
+ 11.29%
$87.3K - $87.8K
16.9K $413K
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
BUY
 -
1.48K
New
$75.8K - $76.1K
1.48K $36.3K
Oct 13, 2021 Q3 2021
Flc Capital Advisors

BUY
 -
1.27K
+ 1.32%
$65K - $65.3K
97.6K $2.39M
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
1.27K
+ 1.25%
$64.7K - $65K
102K $2.51M
Nov 05, 2021 Q3 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
949
+ 10.59%
$48.4K - $48.7K
9.91K $243K
Oct 18, 2021 Q3 2021
Gradient Investments LLC

BUY
 -
945
New
$48.2K - $48.5K
945 $23.1K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
943
New
$48.1K - $48.4K
943 $23.1K
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

BUY
 -
916
+ 4.35%
$46.8K - $47K
22K $538K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
914
New
$46.7K - $46.9K
914 $22.4K
Nov 09, 2021 Q3 2021
Wbi Investments, Inc.

BUY
 -
801
+ 10.8%
$40.9K - $41.1K
8.22K $201K
Jul 11, 2022 Q3 2021
Range Financial Group LLC

BUY
 -
623
+ 2.83%
$31.8K - $32K
22.6K $554K
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
473
+ 5.57%
$24.1K - $24.3K
8.97K $220K
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
421
New
$21.5K - $21.6K
421 $10.3K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
420
+ 95.67%
$21.4K - $21.5K
859 $21K
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
345
+ 3.83%
$17.6K - $17.7K
9.35K $229K
Oct 13, 2021 Q3 2021
Capital Cs Group, LLC

BUY
 -
269
+ 5.6%
$13.7K - $13.8K
5.08K $124K
Oct 28, 2021 Q3 2021
Better Money Decisions, LLC

BUY
 -
209
New
$10.7K - $10.7K
209 $5.12K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
76
New
$3.88K - $3.9K
76 $1.86K
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
55
New
$2.81K - $2.82K
55 $1.35K
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

BUY
 -
5
New
$255 - $257
5 $122
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
0
New
$0 - $0
0 $0
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-19
- 0.33%
$970 - $975
5.8K $142K

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