Latest Institutional Transactions on Schwab Strategic Tr 1 5 Yr C (SCHJ)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 1 5 Yr C (SCHJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
862+ 17.39% |
$41.1K - $41.7K
|
5.82K
$141K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$95.5 - $96.7
|
2
$48.6
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 198.53% |
$77.9K - $78.7K
|
2.44K
$59.3K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
203New |
$9.75K - $9.85K
|
203
$4.93K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
140+ 424.24% |
$6.72K - $6.79K
|
173
$4.21K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 26.77% |
$132K - $133K
|
13K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
101K+ 2014.37% |
$4.86M - $4.91M
|
106K
$2.58M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.3K+ 7.65% |
$351K - $354K
|
103K
$2.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$4.8K - $4.85K
|
100
$2.43K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-83- 51.23% |
$3.99K - $4.03K
|
79
$1.92K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
205New |
$9.53K - $9.92K
|
205
$4.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
34.7KNew |
$1.61M - $1.68M
|
34.7K
$844K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.35KNew |
$342K - $355K
|
7.35K
$179K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
331New |
$15.4K - $16K
|
331
$8.05K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56New |
$2.6K - $2.71K
|
56
$1.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-679- 8.92% |
$31.6K - $32.9K
|
6.94K
$169K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32- 0.74% |
$1.49K - $1.55K
|
4.28K
$104K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 2.63% |
$884 - $919
|
741
$18K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.24KClosed |
$386K - $391K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
422+ 32.44% |
$19.8K - $20K
|
1.72K
$41.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
679New |
$31.8K - $32.3K
|
679
$16.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$281 - $285
|
6
$146
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
238New |
$11.2K - $11.3K
|
238
$5.79K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
202New |
$9.47K - $9.6K
|
202
$4.91K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
164New |
$7.69K - $7.79K
|
164
$3.99K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1K- 18.72% |
$46.9K - $47.5K
|
4.34K
$106K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$47.1 - $47.8
|
1
$24.3
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-750- 75.0% |
$35.4K - $35.8K
|
250
$6.08K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6+ 0.01% |
$283 - $287
|
92.4K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$23.6K - $23.9K
|
500
$12.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-55- 2.86% |
$2.59K - $2.63K
|
1.87K
$45.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
83New |
$3.91K - $3.97K
|
83
$2.02K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10K+ 15.38% |
$471K - $478K
|
75K
$1.82M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
418+ 401.92% |
$19.5K - $20K
|
522
$12.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-448- 10.24% |
$20.9K - $21.4K
|
3.93K
$95.5K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.82KNew |
$272K - $278K
|
5.82K
$142K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.8K- 57.56% |
$552K - $565K
|
8.72K
$212K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-13KClosed |
$607K - $621K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-186- 3.52% |
$8.68K - $8.89K
|
5.1K
$124K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.88K- 40.3% |
$134K - $137K
|
4.26K
$104K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.09KNew |
$50.7K - $52K
|
1.09K
$26.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
914+ 0.9% |
$42.7K - $43.7K
|
102K
$2.48M
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-821Closed |
$37.6K - $38.8K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.5KNew |
$1.81M - $1.87M
|
39.5K
$961K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
114+ 7.59% |
$5.22K - $5.39K
|
1.62K
$39.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-780- 50.0% |
$35.7K - $36.9K
|
780
$19K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
755New |
$34.5K - $35.7K
|
755
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$65.2K - $67.3K
|
1.42K
$34.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-406- 32.4% |
$18.6K - $19.2K
|
847
$20.6K
|
|