Latest Institutional Sells of Schwab Strategic Tr 1 5 Yr C (SCHJ)
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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.98K- 87.81% |
$140K - $145K
|
414
$10.2K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.96KClosed |
$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
$153K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.51K- 25.96% |
$70.7K - $73.2K
|
4.31K
$106K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-847Closed |
$39.6K - $41.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55Closed |
$2.57K - $2.67K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-185KClosed |
$8.93M - $9.32M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-108KClosed |
$5.22M - $5.45M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-79.1KClosed |
$3.82M - $3.99M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-70.5KClosed |
$3.41M - $3.56M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-68.8KClosed |
$3.33M - $3.48M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-61.9KClosed |
$2.99M - $3.13M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-34.5KClosed |
$1.67M - $1.74M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-25.2KClosed |
$1.22M - $1.27M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.7KClosed |
$857K - $895K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16.7KClosed |
$809K - $845K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15KClosed |
$725K - $757K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
SELL
|
- |
-14.7KClosed |
$711K - $742K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-14.5KClosed |
$701K - $732K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13KClosed |
$629K - $657K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.7KClosed |
$613K - $641K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.1KClosed |
$490K - $512K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-9.69KClosed |
$468K - $489K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8.78KClosed |
$424K - $443K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.16KClosed |
$346K - $362K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.65KClosed |
$321K - $336K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.29KClosed |
$256K - $267K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.18KClosed |
$250K - $261K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-5.1KClosed |
$247K - $258K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.86KClosed |
$235K - $246K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.41KClosed |
$213K - $223K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.38KClosed |
$66.9K - $69.9K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-1.02KClosed |
$49.5K - $51.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-606Closed |
$29.3K - $30.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-161Closed |
$7.78K - $8.13K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-140Closed |
$6.77K - $7.07K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-84Closed |
$4.06K - $4.24K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-93.8KClosed |
$4.73M - $4.79M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-89.7KClosed |
$4.52M - $4.58M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-22KClosed |
$1.11M - $1.12M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.6KClosed |
$636K - $645K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.35KClosed |
$219K - $222K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-945Closed |
$47.6K - $48.3K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-475- 8.96% |
$23.9K - $24.3K
|
4.83K
$118K
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-31.4KClosed |
$1.61M - $1.61M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.6KClosed |
$948K - $952K
|
0
$0
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.18KClosed |
$418K - $420K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 02, 2021
Q2 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-53.2KClosed |
$2.71M - $2.73M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-8.28KClosed |
$422K - $425K
|
0
$0
|