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 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86KNew |
$81K - $83.6K
|
1.86K
$40.9K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.79K+ 2.29% |
$78K - $80.5K
|
79.7K
$1.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.67K+ 35.75% |
$72.7K - $75.1K
|
6.33K
$139K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.26KNew |
$55K - $56.8K
|
1.26K
$27.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.11K+ 5.38% |
$48.4K - $50K
|
21.8K
$479K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
922+ 17.31% |
$40.2K - $41.5K
|
6.25K
$138K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
833New |
$36.3K - $37.5K
|
833
$18.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
753+ 212.71% |
$32.9K - $33.9K
|
1.11K
$24.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$21.8K - $22.5K
|
500
$11K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
350New |
$15.3K - $15.8K
|
350
$7.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
337New |
$14.7K - $15.2K
|
337
$7.42K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
203New |
$8.86K - $9.15K
|
203
$4.47K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
195+ 86.28% |
$8.51K - $8.79K
|
421
$9.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
171New |
$7.46K - $7.71K
|
171
$3.76K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
166New |
$7.24K - $7.48K
|
166
$3.65K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
160New |
$6.98K - $7.21K
|
160
$3.52K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
143New |
$6.24K - $6.44K
|
143
$3.15K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
143New |
$6.24K - $6.44K
|
143
$3.15K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
140+ 72.92% |
$6.11K - $6.31K
|
332
$7.31K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
124New |
$5.41K - $5.59K
|
124
$2.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
108New |
$4.71K - $4.87K
|
108
$2.38K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
98New |
$4.28K - $4.42K
|
98
$2.16K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
90New |
$3.93K - $4.06K
|
90
$1.98K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
74New |
$3.23K - $3.33K
|
74
$1.63K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
59New |
$2.57K - $2.66K
|
59
$1.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
41New |
$1.79K - $1.85K
|
41
$902
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
40+ 0.71% |
$1.75K - $1.8K
|
5.67K
$125K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
39New |
$1.7K - $1.76K
|
39
$858
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$1.7K - $1.76K
|
39
$858
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
12+ 0.22% |
$524 - $541
|
5.42K
$119K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.07% |
$262 - $270
|
8.05K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.83% |
$87.3 - $90.1
|
242
$5.33K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 33.33% |
$43.6 - $45.1
|
4
$88
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-77- 2.77% |
$3.36K - $3.47K
|
2.7K
$59.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-163- 2.17% |
$7.11K - $7.34K
|
7.35K
$162K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-195- 2.59% |
$8.51K - $8.79K
|
7.35K
$162K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-473- 6.63% |
$20.6K - $21.3K
|
6.66K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-1.22K- 4.41% |
$53.1K - $54.9K
|
26.4K
$582K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.38K- 0.04% |
$60.1K - $62K
|
3.27M
$72.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.83K- 22.46% |
$79.7K - $82.3K
|
6.31K
$139K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.75K- 2.56% |
$164K - $169K
|
143K
$3.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-23.1K- 46.75% |
$1.01M - $1.04M
|
26.3K
$578K
|