Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.81K- 5.7% |
$83.7K - $87.5K
|
30K
$736K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.85K- 0.96% |
$85.5K - $89.4K
|
190K
$4.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.16K- 89.99% |
$99.5K - $104K
|
240
$5.88K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.19K- 13.37% |
$101K - $106K
|
14.2K
$348K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.28K- 14.05% |
$105K - $110K
|
14K
$342K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.39K- 26.99% |
$110K - $115K
|
6.47K
$159K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-2.51K- 31.42% |
$116K - $121K
|
5.47K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.51K- 10.23% |
$116K - $121K
|
22K
$540K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.28K- 17.2% |
$151K - $158K
|
15.8K
$387K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-3.38K- 15.96% |
$156K - $163K
|
17.8K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.79K- 3.95% |
$175K - $183K
|
92.2K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.72K- 23.77% |
$264K - $276K
|
18.3K
$449K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.72K- 7.77% |
$356K - $372K
|
91.7K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-8.09K- 56.74% |
$373K - $390K
|
6.17K
$151K
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.76K- 24.09% |
$404K - $423K
|
27.6K
$677K
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-18.8K- 64.94% |
$867K - $907K
|
10.2K
$249K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.9K- 74.77% |
$1.84M - $1.92M
|
13.5K
$330K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-71K- 42.3% |
$3.27M - $3.42M
|
96.8K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-85.4K- 66.0% |
$3.94M - $4.12M
|
44K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-604K- 91.16% |
$27.9M - $29.2M
|
58.6K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-604K- 91.16% |
$27.9M - $29.2M
|
58.6K
$1.44M
|