Purchases and Sales Made in Q4 2021 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 2021. 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 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
262+ 5.04% |
$13.2K - $13.4K
|
5.46K
$134K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
222+ 52.73% |
$11.2K - $11.3K
|
643
$15.8K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
183New |
$9.23K - $9.35K
|
183
$4.49K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
161New |
$8.12K - $8.23K
|
161
$3.95K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111+ 1.31% |
$5.6K - $5.67K
|
8.59K
$211K
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
100+ 1.22% |
$5.04K - $5.11K
|
8.32K
$204K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
84New |
$4.24K - $4.29K
|
84
$2.06K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7New |
$353 - $358
|
7
$172
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$50.4 - $51.1
|
1
$24.5
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-78- 26.26% |
$3.93K - $3.99K
|
219
$5.37K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-209Closed |
$10.5K - $10.7K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-212- 4.18% |
$10.7K - $10.8K
|
4.86K
$119K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-437- 3.83% |
$22K - $22.3K
|
11K
$269K
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-475- 8.96% |
$23.9K - $24.3K
|
4.83K
$118K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-529- 35.65% |
$26.7K - $27K
|
955
$23.4K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-663- 52.25% |
$33.4K - $33.9K
|
606
$14.9K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-782- 17.17% |
$39.4K - $40K
|
3.77K
$92.5K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-806- 85.47% |
$40.6K - $41.2K
|
137
$3.36K
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-807- 8.42% |
$40.7K - $41.2K
|
8.78K
$215K
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-900- 46.78% |
$45.4K - $46K
|
1.02K
$25.1K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-915- 11.82% |
$46.1K - $46.7K
|
6.83K
$167K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-945Closed |
$47.6K - $48.3K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.35K- 20.31% |
$68K - $68.9K
|
5.29K
$130K
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.81K- 8.36% |
$142K - $144K
|
30.8K
$755K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.08K- 6.93% |
$155K - $157K
|
41.4K
$1.01M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.15K- 37.85% |
$159K - $161K
|
5.18K
$127K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.26K- 3.18% |
$164K - $167K
|
99.1K
$2.43M
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
SELL
|
- |
-3.28K- 14.47% |
$165K - $167K
|
19.4K
$475K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.24K- 19.32% |
$214K - $217K
|
17.7K
$434K
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.35KClosed |
$219K - $222K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.92K- 10.54% |
$248K - $251K
|
41.7K
$1.02M
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-5.72K- 7.67% |
$288K - $292K
|
68.8K
$1.69M
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
SELL
|
- |
-5.77K- 28.18% |
$291K - $295K
|
14.7K
$360K
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6.17K- 62.23% |
$311K - $315K
|
3.74K
$91.8K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.97K- 40.73% |
$351K - $356K
|
10.1K
$249K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.48K- 27.25% |
$377K - $382K
|
20K
$490K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.23K- 18.4% |
$415K - $420K
|
36.5K
$895K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.89K- 18.0% |
$448K - $454K
|
40.5K
$993K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.93K- 22.49% |
$450K - $456K
|
30.8K
$755K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.75K- 38.1% |
$491K - $498K
|
15.8K
$388K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.5K- 61.56% |
$578K - $586K
|
7.16K
$176K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 29.83% |
$582K - $590K
|
27.2K
$666K
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 9.62% |
$602K - $610K
|
112K
$2.75M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 39.41% |
$614K - $622K
|
18.7K
$459K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.2KClosed |
$616K - $624K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.2K- 27.11% |
$617K - $626K
|
32.9K
$807K
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.6K- 42.9% |
$634K - $642K
|
16.7K
$410K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.6KClosed |
$636K - $645K
|
0
$0
|