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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56New |
$2.6K - $2.71K
|
56
$1.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
33+ 0.14% |
$1.53K - $1.6K
|
24.1K
$591K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
32+ 12.65% |
$1.49K - $1.55K
|
285
$6.97K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 2.63% |
$884 - $919
|
741
$18.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.04% |
$186 - $194
|
9.41K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4+ 0.02% |
$186 - $194
|
24.9K
$611K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32- 0.74% |
$1.49K - $1.55K
|
4.28K
$105K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-40- 0.3% |
$1.86K - $1.94K
|
13.1K
$320K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-86- 0.15% |
$4K - $4.16K
|
55.8K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-99- 95.19% |
$4.6K - $4.79K
|
5
$122
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-360- 3.02% |
$16.7K - $17.4K
|
11.6K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-396- 0.43% |
$18.4K - $19.2K
|
92.2K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-535- 2.22% |
$24.9K - $25.9K
|
23.5K
$576K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-576- 4.85% |
$26.8K - $27.9K
|
11.3K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-584- 94.65% |
$27.2K - $28.3K
|
33
$808
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-679- 8.92% |
$31.6K - $32.9K
|
6.94K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29KClosed |
$60.2K - $62.6K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.47K- 17.8% |
$68.6K - $71.3K
|
6.81K
$167K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.71K- 12.04% |
$79.6K - $82.8K
|
12.5K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.81K- 97.89% |
$84.2K - $87.6K
|
39
$954
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.06K- 18.71% |
$95.6K - $99.4K
|
8.93K
$218K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.06K- 18.71% |
$95.6K - $99.4K
|
8.93K
$218K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.43K- 9.09% |
$113K - $117K
|
24.3K
$594K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.37K- 28.45% |
$157K - $163K
|
8.47K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-3.58K- 7.71% |
$167K - $173K
|
42.9K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.44K- 44.11% |
$206K - $215K
|
5.62K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.62K- 23.8% |
$308K - $320K
|
21.2K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.76K- 7.15% |
$315K - $327K
|
87.8K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.7K- 26.22% |
$544K - $566K
|
32.9K
$806K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-102K- 54.09% |
$4.76M - $4.95M
|
86.8K
$2.12M
|