Purchases and Sales Made in Q3 2021 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 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 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-53- 15.14% |
$2.71K - $2.72K
|
297
$7.26K
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-110- 0.44% |
$5.62K - $5.64K
|
24.9K
$609K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-137- 0.79% |
$6.99K - $7.03K
|
17.1K
$418K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-160- 2.35% |
$8.17K - $8.21K
|
6.64K
$162K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-253- 5.26% |
$12.9K - $13K
|
4.56K
$111K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-320- 1.43% |
$16.3K - $16.4K
|
22K
$537K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-421- 4.73% |
$21.5K - $21.6K
|
8.47K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-434- 25.48% |
$22.2K - $22.3K
|
1.27K
$31K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-475- 0.91% |
$24.2K - $24.4K
|
51.5K
$1.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-515- 2.45% |
$26.3K - $26.4K
|
20.5K
$500K
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-550- 0.44% |
$28.1K - $28.2K
|
124K
$3.03M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-708- 26.9% |
$36.1K - $36.3K
|
1.92K
$47K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-868- 6.43% |
$44.3K - $44.5K
|
12.6K
$308K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.03K- 2.99% |
$52.8K - $53K
|
33.6K
$821K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.22K- 9.68% |
$62.4K - $62.7K
|
11.4K
$279K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.89K- 18.48% |
$96.4K - $96.9K
|
8.33K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.14K- 39.89% |
$262K - $264K
|
7.74K
$189K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.93K- 36.37% |
$303K - $304K
|
10.4K
$254K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.67K- 41.04% |
$341K - $342K
|
9.59K
$234K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.12K- 13.62% |
$363K - $365K
|
45.2K
$1.1M
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.18KClosed |
$418K - $420K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.79K- 32.06% |
$449K - $451K
|
18.6K
$455K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.34K- 19.04% |
$477K - $479K
|
39.7K
$971K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.3K- 17.78% |
$578K - $580K
|
52.3K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.9K- 30.23% |
$607K - $610K
|
27.5K
$671K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.2K- 13.1% |
$672K - $675K
|
87.3K
$2.13M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16K- 26.45% |
$816K - $820K
|
44.5K
$1.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18.5K- 18.52% |
$946K - $951K
|
81.6K
$1.99M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.6KClosed |
$948K - $952K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-21K- 15.79% |
$1.07M - $1.08M
|
112K
$2.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.3K- 19.77% |
$1.09M - $1.09M
|
86.5K
$2.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-26.8K- 19.01% |
$1.37M - $1.37M
|
114K
$2.79M
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-28.6K- 24.17% |
$1.46M - $1.47M
|
89.7K
$2.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-31.4KClosed |
$1.61M - $1.61M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-46K- 26.98% |
$2.35M - $2.36M
|
124K
$3.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.6K- 62.63% |
$2.38M - $2.39M
|
27.8K
$679K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-48.1K- 26.75% |
$2.46M - $2.47M
|
132K
$3.22M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.5K- 22.26% |
$2.53M - $2.54M
|
173K
$4.22M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-59.7K- 17.08% |
$3.05M - $3.06M
|
290K
$7.07M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-93.3K- 78.49% |
$4.77M - $4.79M
|
25.6K
$625K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-101K- 27.26% |
$5.14M - $5.16M
|
269K
$6.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-113K- 78.52% |
$5.77M - $5.8M
|
30.9K
$755K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-192K- 18.96% |
$9.8M - $9.85M
|
821K
$20M
|