Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-89- 1.59% |
$4.25K - $4.3K
|
5.51K
$135K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-93- 9.76% |
$4.44K - $4.5K
|
860
$21.1K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-113- 1.74% |
$5.39K - $5.46K
|
6.38K
$156K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 3.47% |
$5.49K - $5.56K
|
3.2K
$78.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-151- 1.3% |
$7.21K - $7.3K
|
11.5K
$281K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-198- 0.69% |
$9.45K - $9.57K
|
28.7K
$702K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-456- 8.27% |
$21.8K - $22K
|
5.06K
$124K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-497- 3.91% |
$23.7K - $24K
|
12.2K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-540- 2.84% |
$25.8K - $26.1K
|
18.5K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-637- 8.63% |
$30.4K - $30.8K
|
6.75K
$165K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-763- 0.91% |
$36.4K - $36.9K
|
83.4K
$2.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-789- 5.87% |
$37.7K - $38.1K
|
12.6K
$310K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-980- 1.5% |
$46.8K - $47.4K
|
64.4K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 12.18% |
$48K - $48.6K
|
7.25K
$178K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.01K- 4.09% |
$48.1K - $48.7K
|
23.6K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.21K- 10.87% |
$57.7K - $58.5K
|
9.92K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.6K- 13.7% |
$76.6K - $77.6K
|
10.1K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.62K- 66.5% |
$77.4K - $78.4K
|
817
$20K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 9.48% |
$90.7K - $91.9K
|
18.2K
$445K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.36K- 27.37% |
$113K - $114K
|
6.26K
$153K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.84K- 2.56% |
$136K - $137K
|
108K
$2.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-3.04K- 2.0% |
$145K - $147K
|
149K
$3.66M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.19K- 1.9% |
$152K - $154K
|
164K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.79K- 6.43% |
$276K - $280K
|
84.2K
$2.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 45.36% |
$553K - $560K
|
14K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75.2K- 92.18% |
$3.59M - $3.64M
|
6.38K
$156K
|