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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.7K- 24.17% |
$994K - $1.01M
|
61.8K
$1.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-22KClosed |
$1.11M - $1.12M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-23.7K- 18.01% |
$1.2M - $1.21M
|
108K
$2.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-27.8K- 30.99% |
$1.4M - $1.42M
|
61.9K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.7K- 69.44% |
$1.5M - $1.52M
|
13.1K
$321K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-31.4K- 10.85% |
$1.58M - $1.61M
|
258K
$6.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-32.2K- 37.28% |
$1.63M - $1.65M
|
54.2K
$1.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.8K- 19.53% |
$1.7M - $1.73M
|
139K
$3.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-34.8K- 28.01% |
$1.76M - $1.78M
|
89.5K
$2.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-35.1K- 30.72% |
$1.77M - $1.79M
|
79.1K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-35.6K- 11.03% |
$1.8M - $1.82M
|
287K
$7.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-89.7KClosed |
$4.52M - $4.58M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-93.8KClosed |
$4.73M - $4.79M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-205K- 96.41% |
$10.4M - $10.5M
|
7.66K
$188K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-246K- 29.95% |
$12.4M - $12.6M
|
575K
$14.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-259K- 96.39% |
$13.1M - $13.2M
|
9.69K
$238K
|