Purchases and Sales Made in Q3 2023 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 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
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
98.6K
New
$4.62M - $4.68M
98.6K $2.41M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
92.6K
New
$4.34M - $4.4M
92.6K $2.27M
Nov 08, 2023 Q3 2023
Alpha Star Capital Management, LLC

BUY
 -
51.3K
New
$2.4M - $2.43M
51.3K $1.25M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
11K
+ 116.62%
$517K - $524K
20.5K $501K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
11K
New
$515K - $522K
11K $269K
Oct 30, 2023 Q3 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
10.8K
+ 21.39%
$508K - $515K
61.5K $1.51M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
10.1K
+ 94.47%
$475K - $482K
20.9K $511K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
10.1K
New
$472K - $478K
10.1K $246K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
6.88K
+ 115.62%
$322K - $327K
12.8K $314K
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
4.55K
New
$213K - $216K
4.55K $111K
Oct 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
3.9K
+ 37.83%
$183K - $185K
14.2K $348K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
3.88K
+ 48.72%
$182K - $184K
11.8K $290K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.06K
+ 22.02%
$143K - $145K
17K $415K
Oct 18, 2023 Q3 2023
Financial Strategies Group, Inc.

BUY
 -
2.26K
+ 23.38%
$106K - $107K
11.9K $292K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.85K
New
$86.7K - $87.8K
1.85K $45.3K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.61K
+ 7.17%
$75.6K - $76.6K
24.1K $590K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.29K
New
$60.6K - $61.5K
1.29K $31.7K
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
889
+ 3.44%
$41.7K - $42.2K
26.7K $654K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
864
+ 17.98%
$40.5K - $41K
5.67K $139K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
679
New
$31.8K - $32.3K
679 $16.6K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
656
+ 10.75%
$30.7K - $31.2K
6.76K $165K
Nov 08, 2023 Q3 2023
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
627
+ 1.37%
$29.4K - $29.8K
46.5K $1.14M
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
617
New
$28.9K - $29.3K
617 $15.1K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
422
+ 32.44%
$19.8K - $20K
1.72K $42.2K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
416
New
$19.5K - $19.8K
416 $10.2K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
238
New
$11.2K - $11.3K
238 $5.83K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
202
New
$9.47K - $9.6K
202 $4.94K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
164
New
$7.69K - $7.79K
164 $4.01K
Oct 23, 2023 Q3 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
123
+ 1.53%
$5.77K - $5.84K
8.14K $199K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
104
New
$4.87K - $4.94K
104 $2.55K
Nov 09, 2023 Q3 2023
Kovitz Investment Group Partners, LLC

BUY
 -
43
+ 0.59%
$2.02K - $2.04K
7.37K $180K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
24
+ 0.1%
$1.12K - $1.14K
24.9K $611K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
13
+ 0.18%
$609 - $618
7.2K $176K
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
6
New
$281 - $285
6 $147
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
6
+ 0.17%
$281 - $285
3.58K $87.7K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3
+ 0.03%
$141 - $143
9.4K $230K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-1
- 1.28%
$46.9 - $47.5
77 $1.88K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-19
- 2.56%
$891 - $903
722 $17.7K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-47
- 6.8%
$2.2K - $2.23K
644 $15.8K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-115
- 5.07%
$5.39K - $5.46K
2.16K $52.8K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-123
- 1.52%
$5.77K - $5.84K
7.97K $195K
Oct 16, 2023 Q3 2023
Essex LLC

SELL
 -
-130
- 0.64%
$6.09K - $6.18K
20.2K $494K
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-146
- 1.31%
$6.84K - $6.94K
11K $269K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-168
- 81.95%
$7.87K - $7.98K
37 $906
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

SELL
 -
-310
- 3.64%
$14.5K - $14.7K
8.2K $201K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-322
- 2.4%
$15.1K - $15.3K
13.1K $321K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-957
- 7.46%
$44.9K - $45.5K
11.9K $291K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

SELL
 -
-1K
- 18.72%
$46.9K - $47.5K
4.34K $106K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-1.06K
- 36.38%
$49.7K - $50.4K
1.85K $45.4K

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