Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
556K+ 18.41% |
$29M - $29.5M
|
3.58M
$80.7M
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
185KNew |
$9.65M - $9.82M
|
185K
$4.17M
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
23.1KNew |
$1.2M - $1.22M
|
23.1K
$520K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.81KNew |
$356K - $362K
|
6.81K
$154K
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
6.57KNew |
$343K - $349K
|
6.57K
$148K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.24KNew |
$117K - $119K
|
2.24K
$50.6K
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
2.23K+ 50.57% |
$116K - $118K
|
6.63K
$150K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.52K+ 21.0% |
$79.2K - $80.6K
|
8.74K
$197K
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.31KNew |
$68.4K - $69.7K
|
1.31K
$29.6K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
429+ 3.54% |
$22.4K - $22.8K
|
12.5K
$283K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57New |
$2.98K - $3.03K
|
57
$1.29K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25+ 0.36% |
$1.31K - $1.33K
|
6.9K
$156K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.18% |
$470 - $478
|
4.92K
$111K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.46% |
$104 - $106
|
438
$9.89K
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.62% |
$52.2 - $53.1
|
162
$3.66K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-187- 85.0% |
$9.76K - $9.94K
|
33
$745
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-225- 2.27% |
$11.7K - $12K
|
9.7K
$219K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-229- 4.17% |
$12K - $12.2K
|
5.27K
$119K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-266- 7.36% |
$13.9K - $14.1K
|
3.35K
$75.6K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-456- 84.29% |
$23.8K - $24.2K
|
85
$1.92K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-506- 19.66% |
$26.4K - $26.9K
|
2.07K
$46.7K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-678- 9.77% |
$35.4K - $36K
|
6.26K
$141K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-826- 5.24% |
$43.1K - $43.9K
|
14.9K
$337K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-941- 7.83% |
$49.1K - $50K
|
11.1K
$250K
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-964- 19.13% |
$50.3K - $51.2K
|
4.08K
$92K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-992- 22.12% |
$51.8K - $52.7K
|
3.49K
$78.8K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.08K- 34.75% |
$56.6K - $57.6K
|
2.04K
$45.9K
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.1K- 3.2% |
$57.3K - $58.3K
|
33.2K
$750K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.36K- 15.29% |
$71.1K - $72.4K
|
7.55K
$170K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.31K- 49.27% |
$120K - $123K
|
2.38K
$53.6K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.35K- 11.35% |
$123K - $125K
|
18.3K
$414K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.4K- 37.67% |
$125K - $128K
|
3.97K
$89.7K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.38KClosed |
$228K - $233K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.38K- 42.65% |
$281K - $286K
|
7.23K
$163K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.39K- 91.71% |
$281K - $286K
|
487
$11K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.46KClosed |
$337K - $343K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.86K- 34.11% |
$358K - $365K
|
13.3K
$299K
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.41K- 13.11% |
$387K - $394K
|
49.1K
$1.11M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-7.74K- 16.86% |
$404K - $411K
|
38.1K
$861K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.6K- 70.71% |
$712K - $725K
|
5.65K
$128K
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-17K- 9.16% |
$887K - $902K
|
168K
$3.8M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.1K- 51.78% |
$892K - $908K
|
15.9K
$359K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21.4KClosed |
$1.11M - $1.13M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-32.7K- 64.57% |
$1.71M - $1.74M
|
17.9K
$405K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.6K- 83.25% |
$1.91M - $1.95M
|
7.37K
$166K
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-178K- 90.6% |
$9.31M - $9.48M
|
18.5K
$418K
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-397K- 92.5% |
$20.7M - $21.1M
|
32.2K
$727K
|