Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.86KNew |
$289K - $303K
|
6.86K
$152K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.74KNew |
$284K - $298K
|
6.74K
$150K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.66KNew |
$281K - $294K
|
6.66K
$148K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.57K+ 2716.12% |
$277K - $290K
|
6.82K
$151K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.53KNew |
$275K - $289K
|
6.53K
$145K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.11KNew |
$257K - $270K
|
6.11K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.89KNew |
$248K - $260K
|
5.89K
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.84K+ 93.49% |
$246K - $258K
|
12.1K
$269K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.71KNew |
$240K - $252K
|
5.71K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5.67K+ 2.45% |
$239K - $251K
|
237K
$5.27M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5.59KNew |
$236K - $247K
|
5.59K
$124K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.56KNew |
$234K - $246K
|
5.56K
$124K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.26KNew |
$222K - $232K
|
5.26K
$117K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.21K+ 12702.44% |
$219K - $230K
|
5.25K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5KNew |
$211K - $221K
|
5K
$111K
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.99KNew |
$210K - $221K
|
4.99K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.98K+ 7.07% |
$210K - $220K
|
75.4K
$1.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.71K+ 29.06% |
$198K - $208K
|
20.9K
$464K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.7K+ 27.24% |
$198K - $208K
|
21.9K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.27K+ 230.28% |
$180K - $189K
|
6.13K
$136K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.69KNew |
$156K - $163K
|
3.69K
$82.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.29K+ 27.95% |
$139K - $145K
|
15.1K
$335K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.03K+ 45.43% |
$127K - $134K
|
9.69K
$215K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.99KNew |
$126K - $132K
|
2.99K
$66.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.61K+ 53500.0% |
$67.6K - $70.9K
|
1.61K
$35.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4K+ 13.11% |
$59.1K - $62K
|
12.1K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.23KNew |
$51.9K - $54.4K
|
1.23K
$27.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
993+ 21.24% |
$41.8K - $43.9K
|
5.67K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
844+ 493.57% |
$35.5K - $37.3K
|
1.02K
$22.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
803+ 9.65% |
$33.8K - $35.5K
|
9.12K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
736New |
$31K - $32.5K
|
736
$16.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
717New |
$30.2K - $31.7K
|
717
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
711New |
$29.9K - $31.4K
|
711
$15.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
692New |
$29.1K - $30.6K
|
692
$15.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
661+ 8.21% |
$27.8K - $29.2K
|
8.71K
$194K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
600New |
$25.3K - $26.5K
|
600
$13.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
582New |
$24.5K - $25.7K
|
582
$12.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
558New |
$23.5K - $24.7K
|
558
$12.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
538+ 34.51% |
$22.7K - $23.8K
|
2.1K
$46.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
481+ 9.89% |
$20.3K - $21.3K
|
5.34K
$119K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
428+ 13.52% |
$18K - $18.9K
|
3.59K
$79.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
375New |
$15.8K - $16.6K
|
375
$8.33K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
345+ 319.44% |
$14.5K - $15.2K
|
453
$10.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
330New |
$13.9K - $14.6K
|
330
$7.33K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
313New |
$13.2K - $13.8K
|
313
$6.95K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
207New |
$8.72K - $9.15K
|
207
$4.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
190+ 93.6% |
$8K - $8.4K
|
393
$8.73K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
178New |
$7.5K - $7.87K
|
178
$3.96K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
166+ 0.65% |
$6.99K - $7.34K
|
25.5K
$567K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
161+ 2.77% |
$6.78K - $7.11K
|
5.97K
$133K
|