Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr 5 10 Yr C (SCHI)
This table provides information about the institutional ownership of Schwab Strategic Tr 5 10 Yr C (SCHI) during Q2 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 5 -10 YR C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.94M+ 1.86% |
$84.7M - $87.4M
|
106M
$2.33B
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
310KNew |
$13.5M - $14M
|
310K
$6.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
138KNew |
$6M - $6.2M
|
138K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.9KNew |
$4.18M - $4.32M
|
95.9K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
86.4KNew |
$3.77M - $3.89M
|
86.4K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
70.4KNew |
$3.07M - $3.17M
|
70.4K
$1.55M
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
59.1KNew |
$2.58M - $2.66M
|
59.1K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
46.4K+ 596.45% |
$2.02M - $2.09M
|
54.2K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
35.4KNew |
$1.54M - $1.6M
|
35.4K
$779K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33KNew |
$1.44M - $1.49M
|
33K
$727K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
29.2K+ 63.16% |
$1.27M - $1.32M
|
75.5K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.1K+ 693.02% |
$1.18M - $1.22M
|
31K
$682K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
25.4KNew |
$1.11M - $1.14M
|
25.4K
$558K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
22.4KNew |
$976K - $1.01M
|
22.4K
$492K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
20.4KNew |
$892K - $921K
|
20.4K
$450K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.3KNew |
$887K - $916K
|
20.3K
$448K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.2K+ 961.66% |
$838K - $866K
|
21.2K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3K+ 60.89% |
$753K - $778K
|
45.6K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.2KNew |
$752K - $777K
|
17.2K
$379K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.2KNew |
$707K - $730K
|
16.2K
$356K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12.2KNew |
$532K - $549K
|
12.2K
$268K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
11.8KNew |
$514K - $531K
|
11.8K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5KNew |
$503K - $519K
|
11.5K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$482K - $498K
|
11.1K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.7K+ 30471.43% |
$465K - $481K
|
10.7K
$236K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.24K+ 4668.69% |
$403K - $417K
|
9.44K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.32KNew |
$363K - $375K
|
8.32K
$183K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.1KNew |
$354K - $365K
|
8.1K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.94KNew |
$346K - $358K
|
7.94K
$175K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.74KNew |
$338K - $349K
|
7.74K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.14KNew |
$268K - $277K
|
6.14K
$135K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.81KNew |
$253K - $262K
|
5.81K
$128K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.62KNew |
$245K - $253K
|
5.62K
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.61KNew |
$245K - $253K
|
5.61K
$123K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5.59K+ 2.47% |
$244K - $252K
|
232K
$5.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.53K+ 120.32% |
$241K - $249K
|
10.1K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.44KNew |
$237K - $245K
|
5.44K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.25KNew |
$229K - $236K
|
5.25K
$116K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.86KNew |
$212K - $219K
|
4.86K
$107K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.68KNew |
$204K - $211K
|
4.68K
$103K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.68KNew |
$204K - $211K
|
4.68K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
4.22KNew |
$184K - $190K
|
4.22K
$92.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
4.2K+ 8.45% |
$183K - $189K
|
53.8K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.01K+ 71.14% |
$175K - $180K
|
9.64K
$212K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
4KNew |
$174K - $180K
|
4K
$88K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.53K+ 115.45% |
$154K - $159K
|
6.58K
$145K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.17KNew |
$138K - $143K
|
3.17K
$69.7K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.13K+ 62.78% |
$136K - $141K
|
8.1K
$178K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.91KNew |
$127K - $131K
|
2.91K
$63.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.74K+ 25.59% |
$119K - $123K
|
13.4K
$296K
|