Latest Institutional Sells of Schwab Strategic Tr 1 5 Yr C (SCHJ)

SCHJ Quotes by TradingView

This list provides information on the latest institutional transactions involving Schwab Strategic Tr 1 5 Yr C (SCHJ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 11, 2023 Q1 2023
Ffg Retirement Advisors LLC

Centennial, CO
SELL
 -
-13K
Closed
$607K - $621K
0 $0
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-11.8K
- 57.56%
$552K - $565K
8.72K $217K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

SELL
 -
-2.88K
- 40.3%
$134K - $137K
4.26K $106K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-448
- 10.24%
$20.9K - $21.4K
3.93K $97.6K
May 01, 2023 Q1 2023
Tnf LLC

SELL
 -
-186
- 3.52%
$8.68K - $8.89K
5.1K $127K
Q4 2022
Jan 18, 2023 Q4 2022
Kaizen Financial Strategies

SELL
 -
-34.1K
- 46.94%
$1.56M - $1.61M
38.6K $959K
Feb 07, 2023 Q4 2022
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-19.9K
- 99.5%
$911K - $941K
100 $2.48K
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-2.64K
- 16.74%
$121K - $125K
13.1K $327K
Jan 13, 2023 Q4 2022
Range Financial Group LLC

SELL
 -
-2.27K
- 16.99%
$104K - $107K
11.1K $275K
Feb 13, 2023 Q4 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-1.22K
- 19.75%
$55.8K - $57.6K
4.95K $123K
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-780
- 50.0%
$35.7K - $36.9K
780 $19.4K
Feb 03, 2023 Q4 2022
Curi Wealth Management, LLC

SELL
 -
-643
- 13.07%
$29.4K - $30.4K
4.28K $106K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-406
- 32.4%
$18.6K - $19.2K
847 $21K
Q3 2022
Nov 14, 2022 Q3 2022
Copperleaf Capital, LLC

Raleigh, NC
SELL
 -
-85.4K
- 66.0%
$3.94M - $4.12M
44K $1.09M
Oct 14, 2022 Q3 2022
Flc Capital Advisors

SELL
 -
-71K
- 42.3%
$3.27M - $3.42M
96.8K $2.4M
Oct 17, 2022 Q3 2022
Schaper Benz & Wise Investment Counsel Inc

SELL
 -
-18.8K
- 64.94%
$867K - $907K
10.2K $252K
Oct 24, 2022 Q3 2022
First National Corp

SELL
 -
-3.38K
- 15.96%
$156K - $163K
17.8K $441K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

SELL
 -
-2.16K
- 89.99%
$99.5K - $104K
240 $5.96K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-38
Closed
$1.75K - $1.83K
0 $0
Q2 2022
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-167K
Closed
$7.83M - $8.11M
0 $0
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-34.3K
Closed
$1.61M - $1.66M
0 $0
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-10.7K
Closed
$501K - $519K
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-6.71K
Closed
$314K - $325K
0 $0
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-6.14K
Closed
$287K - $298K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-5.57K
- 53.87%
$261K - $270K
4.77K $118K
Aug 16, 2022 Q2 2022
Fidelis I M, LLC

Medford, OR
SELL
 -
-5.47K
Closed
$256K - $265K
0 $0
Jul 13, 2022 Q2 2022
Rda Financial Network

SELL
 -
-4.37K
Closed
$205K - $212K
0 $0
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-4.32K
Closed
$202K - $210K
0 $0
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-2.98K
- 87.81%
$140K - $145K
414 $10.3K
Aug 11, 2022 Q2 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-1.96K
Closed
$91.7K - $94.9K
0 $0
Jul 22, 2022 Q2 2022
Teamwork Financial Advisors, LLC

SELL
 -
-1.86K
- 22.98%
$87.2K - $90.3K
6.24K $155K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-1.51K
- 25.96%
$70.7K - $73.2K
4.31K $107K
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

SELL
 -
-847
Closed
$39.6K - $41.1K
0 $0
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-55
Closed
$2.57K - $2.67K
0 $0
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
0
Closed
$0 - $0
0 $0
Q1 2022
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 06, 2022 Q1 2022
Austin Private Wealth, LLC

SELL
 -
-79.1K
Closed
$3.82M - $3.99M
0 $0
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

SELL
 -
-70.5K
Closed
$3.41M - $3.56M
0 $0
Apr 11, 2022 Q1 2022
Gpm Growth Investors, Inc.

SELL
 -
-68.8K
Closed
$3.33M - $3.48M
0 $0
Apr 18, 2022 Q1 2022
Spectrum Planning & Advisory Services Inc.

SELL
 -
-61.9K
Closed
$2.99M - $3.13M
0 $0
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-34.5K
Closed
$1.67M - $1.74M
0 $0
Apr 19, 2022 Q1 2022
Apeiron Ria LLC

SELL
 -
-25.2K
Closed
$1.22M - $1.27M
0 $0
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

SELL
 -
-17.7K
Closed
$857K - $895K
0 $0
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

SELL
 -
-16.7K
Closed
$809K - $845K
0 $0
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

SELL
 -
-15K
Closed
$725K - $757K
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
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-13K
Closed
$629K - $657K
0 $0

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