Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022 Q3 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
155K
+ 8.05%
$7.14M - $7.46M
2.08M $50.8M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
96.5K
New
$4.45M - $4.65M
96.5K $2.36M
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
62.2K
New
$2.87M - $3M
62.2K $1.52M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
42.6K
+ 189.69%
$1.96M - $2.05M
65K $1.59M
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
33.6K
+ 171.12%
$1.55M - $1.62M
53.3K $1.3M
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
27.9K
+ 26.72%
$1.29M - $1.35M
132K $3.24M
Nov 15, 2022 Q3 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
20K
New
$923K - $965K
20K $490K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
12K
+ 9.2%
$553K - $578K
142K $3.48M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
11.8K
+ 63.11%
$544K - $568K
30.5K $745K
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
6.9K
New
$318K - $333K
6.9K $169K
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
5.02K
New
$231K - $242K
5.02K $123K
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
4.92K
New
$227K - $237K
4.92K $120K
Oct 19, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
4.53K
New
$209K - $218K
4.53K $111K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
4.37K
New
$201K - $211K
4.37K $107K
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
2.06K
+ 364.96%
$95.1K - $99.5K
2.63K $64.3K
Oct 18, 2022 Q3 2022
Kaizen Financial Strategies

BUY
 -
1.94K
+ 2.74%
$89.5K - $93.6K
72.7K $1.78M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
1.9K
+ 27.57%
$87.5K - $91.4K
8.77K $215K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
1.89K
+ 9.5%
$87.4K - $91.3K
21.8K $535K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.42K
+ 10.1%
$65.5K - $68.4K
15.5K $379K
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.39K
+ 1252.25%
$64.1K - $67K
1.5K $36.7K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
1K
New
$46.1K - $48.2K
1K $24.5K
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1K
New
$46.1K - $48.2K
1K $24.5K
Oct 10, 2024 Q3 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
628
+ 140.49%
$29K - $30.3K
1.08K $26.3K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
500
New
$23.1K - $24.1K
500 $12.2K
Oct 03, 2022 Q3 2022
M&R Capital Management Inc

BUY
 -
244
+ 230.19%
$11.3K - $11.8K
350 $8.57K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
193
New
$8.9K - $9.31K
193 $4.72K
Jun 28, 2024 Q3 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
81
New
$3.74K - $3.91K
81 $1.98K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
76
New
$3.51K - $3.67K
76 $1.86K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
21
+ 0.08%
$969 - $1.01K
25K $611K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
9
+ 0.43%
$415 - $434
2.12K $51.8K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
3
+ 0.09%
$138 - $145
3.37K $82.4K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-11
- 0.1%
$507 - $531
10.8K $264K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-38
Closed
$1.75K - $1.83K
0 $0
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
SELL
 -
-98
- 24.69%
$4.52K - $4.73K
299 $7.32K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

SELL
 -
-136
- 3.23%
$6.27K - $6.56K
4.08K $99.8K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-186
- 1.43%
$8.58K - $8.97K
12.8K $314K
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-332
- 0.56%
$15.3K - $16K
59.2K $1.45M
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-339
- 21.29%
$15.6K - $16.3K
1.25K $30.7K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

SELL
 -
-376
- 3.86%
$17.3K - $18.1K
9.37K $229K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-420
- 6.21%
$19.4K - $20.3K
6.34K $155K
Oct 14, 2022 Q3 2022
Life Steps Financial, Inc.

SELL
 -
-545
- 5.5%
$25.1K - $26.3K
9.36K $229K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-676
- 2.48%
$31.2K - $32.6K
26.6K $651K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

SELL
 -
-971
- 18.23%
$44.8K - $46.8K
4.35K $107K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-1.22K
- 5.48%
$56.2K - $58.8K
21K $515K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

SELL
 -
-1.36K
- 22.66%
$62.6K - $65.5K
4.63K $113K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-1.63K
- 13.75%
$75K - $78.4K
10.2K $250K
Nov 14, 2022 Q3 2022
Van Strum & Towne Inc.

San Francisco, CA
SELL
 -
-1.63K
- 3.82%
$75.1K - $78.5K
41K $1M
Oct 13, 2022 Q3 2022
Range Financial Group LLC

SELL
 -
-1.72K
- 11.39%
$79.2K - $82.8K
13.3K $327K

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