Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.08K- 1.64% |
$50.8K - $51.4K
|
65.1K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 6.83% |
$63.3K - $64.1K
|
18.4K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.4K- 5.49% |
$65.6K - $66.5K
|
24.1K
$589K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.77K- 87.49% |
$83K - $84.1K
|
253
$6.19K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.36K- 0.11% |
$111K - $112K
|
2.08M
$50.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.7K- 38.56% |
$127K - $128K
|
4.31K
$105K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.38K- 23.57% |
$205K - $208K
|
14.2K
$348K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.2K- 8.51% |
$244K - $247K
|
55.9K
$1.37M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.24KClosed |
$386K - $391K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.08K- 51.14% |
$426K - $431K
|
8.68K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.8K- 34.76% |
$695K - $704K
|
27.8K
$681K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.4K- 28.09% |
$817K - $828K
|
44.6K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.5K- 18.54% |
$1.01M - $1.02M
|
94.6K
$2.31M
|