Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 959.89% |
$5.72M - $5.95M
|
136K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115KNew |
$5.33M - $5.54M
|
115K
$2.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
108KNew |
$5.04M - $5.24M
|
108K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
92.7KNew |
$4.31M - $4.48M
|
92.7K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
90.9K+ 1998.0% |
$4.23M - $4.4M
|
95.5K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.2K+ 742.31% |
$2.33M - $2.43M
|
56.9K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50K+ 44.33% |
$2.32M - $2.42M
|
163K
$3.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
44.8K+ 222.32% |
$2.09M - $2.17M
|
65K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
44.3KNew |
$2.06M - $2.14M
|
44.3K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
34.7KNew |
$1.61M - $1.68M
|
34.7K
$849K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
31.7KNew |
$1.48M - $1.54M
|
31.7K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 101.14% |
$798K - $830K
|
34.1K
$835K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
16.9KNew |
$786K - $818K
|
16.9K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.7K+ 16.88% |
$774K - $806K
|
115K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.7KNew |
$686K - $713K
|
14.7K
$361K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
13.4KNew |
$623K - $648K
|
13.4K
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
12.9K+ 21.04% |
$602K - $626K
|
74.5K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 34251.35% |
$589K - $613K
|
12.7K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3KNew |
$478K - $497K
|
10.3K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9K+ 485.6% |
$419K - $436K
|
10.9K
$266K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.84KNew |
$411K - $428K
|
8.84K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.5K+ 41.49% |
$395K - $411K
|
29K
$709K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.35KNew |
$342K - $355K
|
7.35K
$180K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.06K+ 605500.0% |
$282K - $293K
|
6.06K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.98K+ 7764.94% |
$278K - $289K
|
6.06K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.03KNew |
$234K - $243K
|
5.03K
$123K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.82KNew |
$224K - $233K
|
4.82K
$118K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.67KNew |
$217K - $226K
|
4.67K
$114K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.65K+ 9.07% |
$216K - $225K
|
55.9K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.6KNew |
$214K - $222K
|
4.6K
$113K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.39K+ 30.89% |
$204K - $213K
|
18.6K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.94KNew |
$183K - $191K
|
3.94K
$96.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.12K+ 36.0% |
$145K - $151K
|
11.8K
$289K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.07K+ 4.71% |
$143K - $149K
|
68.2K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.04K+ 0.15% |
$141K - $147K
|
2.08M
$50.9M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.68K+ 14.54% |
$125K - $130K
|
21.1K
$517K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.09KNew |
$97.4K - $101K
|
2.09K
$51.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.86K+ 23.33% |
$86.5K - $89.9K
|
9.83K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85K+ 8.84% |
$85.9K - $89.3K
|
22.7K
$556K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.68K+ 46.76% |
$77.9K - $81K
|
5.26K
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 19.14% |
$50.5K - $52.5K
|
6.75K
$165K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
995+ 12.13% |
$46.3K - $48.1K
|
9.2K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
953New |
$44.3K - $46.1K
|
953
$23.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
919New |
$42.7K - $44.5K
|
919
$22.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
816+ 3.38% |
$38K - $39.5K
|
24.9K
$610K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
331New |
$15.4K - $16K
|
331
$8.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
205New |
$9.53K - $9.92K
|
205
$5.02K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
156+ 7.24% |
$7.26K - $7.55K
|
2.31K
$56.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
144+ 1.77% |
$6.7K - $6.97K
|
8.28K
$203K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
64+ 0.87% |
$2.98K - $3.1K
|
7.43K
$182K
|