Purchases and Sales Made in Q4 2022 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
202K+ 343.95% |
$9.22M - $9.53M
|
260K
$6.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
181KNew |
$8.3M - $8.57M
|
181K
$4.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.3K+ 299.7% |
$4.18M - $4.31M
|
122K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
65KNew |
$2.97M - $3.07M
|
65K
$1.59M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.5KNew |
$1.81M - $1.87M
|
39.5K
$966K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
36.6KNew |
$1.67M - $1.73M
|
36.6K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
35.2KNew |
$1.61M - $1.66M
|
35.2K
$860K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.7K+ 37.66% |
$1.59M - $1.64M
|
127K
$3.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
22.2KNew |
$1.02M - $1.05M
|
22.2K
$542K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
21.4KNew |
$978K - $1.01M
|
21.4K
$522K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
20K+ 111.11% |
$915K - $945K
|
38K
$928K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
17.4K+ 27.93% |
$795K - $821K
|
79.5K
$1.94M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
13KNew |
$595K - $614K
|
13K
$318K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.4KNew |
$569K - $587K
|
12.4K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$485K - $501K
|
10.6K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.21K+ 163.54% |
$375K - $388K
|
13.2K
$323K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7.61KNew |
$348K - $360K
|
7.61K
$186K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
7.43KNew |
$340K - $351K
|
7.43K
$182K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7.13KNew |
$326K - $337K
|
7.13K
$174K
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
6.56KNew |
$300K - $310K
|
6.56K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.21K+ 97.89% |
$284K - $293K
|
12.5K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.1KNew |
$279K - $288K
|
6.1K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.93KNew |
$271K - $280K
|
5.93K
$145K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.44KNew |
$249K - $257K
|
5.44K
$133K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.74KNew |
$217K - $224K
|
4.74K
$116K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.8KNew |
$174K - $180K
|
3.8K
$92.9K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.17K+ 5.35% |
$145K - $150K
|
62.4K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.92K+ 0.14% |
$134K - $138K
|
2.08M
$50.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.86K+ 9.54% |
$131K - $135K
|
32.9K
$803K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
2.14K+ 1.13% |
$98.1K - $101K
|
193K
$4.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.54K+ 7.06% |
$70.6K - $72.9K
|
23.4K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$65.2K - $67.3K
|
1.42K
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
755New |
$34.5K - $35.7K
|
755
$18.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
651+ 7.42% |
$29.8K - $30.8K
|
9.43K
$230K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
646+ 2.34% |
$29.6K - $30.5K
|
28.3K
$691K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
300+ 7.36% |
$13.7K - $14.2K
|
4.38K
$107K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
290+ 0.71% |
$13.3K - $13.7K
|
41.3K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
249New |
$11.4K - $11.8K
|
249
$6.08K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205New |
$9.38K - $9.69K
|
205
$5.01K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
135+ 0.51% |
$6.18K - $6.38K
|
26.7K
$653K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
114+ 7.59% |
$5.22K - $5.39K
|
1.62K
$39.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
104New |
$4.76K - $4.92K
|
104
$2.54K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
97New |
$4.44K - $4.59K
|
97
$2.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
84New |
$3.84K - $3.97K
|
84
$2.05K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 0.66% |
$641 - $662
|
2.13K
$52K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-26- 70.27% |
$1.19K - $1.23K
|
11
$269
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-38- 1.13% |
$1.74K - $1.8K
|
3.33K
$81.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-135- 69.95% |
$6.18K - $6.38K
|
58
$1.42K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-156- 3.1% |
$7.14K - $7.37K
|
4.87K
$119K
|