Latest Institutional Transactions on Schwab Strategic Tr 1 5 Yr C (SCHJ)

SCHJ Quotes by TradingView

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
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
0
Closed
$0 - $0
0 $0
Aug 11, 2022 Q2 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-1.96K
Closed
$91.7K - $94.9K
0 $0
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-34.3K
Closed
$1.61M - $1.66M
0 $0
Aug 10, 2022 Q2 2022
Vision Capital Management, Inc.

Portland, OR
BUY
 -
5.39K
+ 50.83%
$252K - $261K
16K $394K
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
238
New
$11.1K - $11.5K
238 $5.87K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-2.98K
- 87.81%
$140K - $145K
414 $10.2K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
209
New
$9.78K - $10.1K
209 $5.15K
Aug 02, 2022 Q2 2022
Hudock, Inc.

BUY
 -
54
New
$2.53K - $2.62K
54 $1.33K
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
5
New
$234 - $242
5 $123
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-1.51K
- 25.96%
$70.7K - $73.2K
4.31K $106K
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

SELL
 -
-11.2K
Closed
$524K - $543K
0 $0
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-4.32K
Closed
$202K - $210K
0 $0
Jul 22, 2022 Q2 2022
Teamwork Financial Advisors, LLC

SELL
 -
-1.86K
- 22.98%
$87.2K - $90.3K
6.24K $154K
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

BUY
 -
64
New
$3K - $3.1K
64 $1.58K
Jul 13, 2022 Q2 2022
Rda Financial Network

SELL
 -
-4.37K
Closed
$205K - $212K
0 $0
Q1 2022
May 26, 2022 Q1 2022
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-12.7K
Closed
$613K - $641K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-140
Closed
$6.77K - $7.07K
0 $0
May 16, 2022 Q1 2022
Stokes Family Office, LLC

SELL
 -
-5.29K
Closed
$256K - $267K
0 $0
May 16, 2022 Q1 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-10.1K
Closed
$490K - $512K
0 $0
May 16, 2022 Q1 2022
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-606
Closed
$29.3K - $30.6K
0 $0
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-13K
Closed
$629K - $657K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-161
Closed
$7.78K - $8.13K
0 $0
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-34.5K
Closed
$1.67M - $1.74M
0 $0
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

SELL
 -
-15K
Closed
$725K - $757K
0 $0
May 10, 2022 Q1 2022
Marshall Financial Group LLC

SELL
 -
-6.65K
Closed
$321K - $336K
0 $0
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

SELL
 -
-17.7K
Closed
$857K - $895K
0 $0
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

SELL
 -
-79.1K
Closed
$3.82M - $3.99M
0 $0
May 05, 2022 Q1 2022
West Wealth Group, LLC

SELL
 -
-185K
Closed
$8.93M - $9.32M
0 $0
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

SELL
 -
-108K
Closed
$5.22M - $5.45M
0 $0
May 05, 2022 Q1 2022
Omni Star Financial Group, Inc.

SELL
 -
-4.41K
Closed
$213K - $223K
0 $0
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-5.18K
Closed
$250K - $261K
0 $0
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

SELL
 -
-16.7K
Closed
$809K - $845K
0 $0
Apr 29, 2022 Q1 2022
Pinnacle Private Wealth, LLC

BUY
 -
17.6K
New
$849K - $887K
17.6K $433K
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

SELL
 -
-8.78K
Closed
$424K - $443K
0 $0
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-7.16K
Closed
$346K - $362K
0 $0
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

SELL
 -
-1.38K
Closed
$66.9K - $69.9K
0 $0
Apr 26, 2022 Q1 2022
Costello Asset Management, Inc

SELL
 -
-5.1K
Closed
$247K - $258K
0 $0
Apr 25, 2022 Q1 2022
Capital Cs Group, LLC

SELL
 -
-4.86K
Closed
$235K - $246K
0 $0
Apr 22, 2022 Q1 2022
Western Financial Corporation

SELL
 -
-14.7K
Closed
$711K - $742K
0 $0
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

SELL
 -
-14.5K
Closed
$701K - $732K
0 $0
Apr 19, 2022 Q1 2022
Apeiron Ria LLC

SELL
 -
-25.2K
Closed
$1.22M - $1.27M
0 $0
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

SELL
 -
-70.5K
Closed
$3.41M - $3.56M
0 $0
Apr 18, 2022 Q1 2022
Spectrum Planning & Advisory Services Inc.

SELL
 -
-61.9K
Closed
$2.99M - $3.13M
0 $0
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-84
Closed
$4.06K - $4.24K
0 $0
Apr 12, 2022 Q1 2022
Cooper Financial Group

SELL
 -
-9.69K
Closed
$468K - $489K
0 $0
Apr 12, 2022 Q1 2022
Savior LLC

SELL
 -
-1.02K
Closed
$49.5K - $51.7K
0 $0
Apr 11, 2022 Q1 2022
Gpm Growth Investors, Inc.

SELL
 -
-68.8K
Closed
$3.33M - $3.48M
0 $0
Q4 2021
Feb 01, 2022 Q4 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-12.6K
Closed
$636K - $645K
0 $0
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-22K
Closed
$1.11M - $1.12M
0 $0

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