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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
155New |
$6.53K - $6.85K
|
155
$3.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
140New |
$5.9K - $6.19K
|
140
$3.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
136New |
$5.73K - $6.01K
|
136
$3.02K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
117New |
$4.93K - $5.17K
|
117
$2.6K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
110New |
$4.63K - $4.86K
|
110
$2.44K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
102New |
$4.3K - $4.51K
|
102
$2.27K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
85+ 53.13% |
$3.58K - $3.76K
|
245
$5.44K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
80+ 1.26% |
$3.37K - $3.54K
|
6.41K
$142K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
67New |
$2.82K - $2.96K
|
67
$1.49K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60New |
$2.53K - $2.65K
|
60
$1.33K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
52New |
$2.19K - $2.3K
|
52
$1.16K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
52New |
$2.19K - $2.3K
|
52
$1.16K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34New |
$1.43K - $1.5K
|
34
$755
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
27New |
$1.14K - $1.19K
|
27
$600
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
26New |
$1.1K - $1.15K
|
26
$578
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$1.05K - $1.1K
|
25
$556
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
23+ 575.0% |
$969 - $1.02K
|
27
$600
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
18+ 0.33% |
$758 - $795
|
5.44K
$121K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
14New |
$590 - $619
|
14
$311
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 12.0% |
$126 - $133
|
28
$622
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.17% |
$84.2 - $88.4
|
65
$1.44K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$42.1 - $44.2
|
1
$22.2
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-14- 0.52% |
$590 - $619
|
2.69K
$59.7K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-50- 15.06% |
$2.11K - $2.21K
|
282
$6.27K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-256- 60.81% |
$10.8K - $11.3K
|
165
$3.67K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-315- 3.27% |
$13.3K - $13.9K
|
9.32K
$207K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-364- 0.82% |
$15.3K - $16.1K
|
43.9K
$976K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-608- 1.72% |
$25.6K - $26.9K
|
34.8K
$773K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-798- 14.2% |
$33.6K - $35.3K
|
4.82K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-845- 1.12% |
$35.6K - $37.3K
|
74.6K
$1.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-927- 1.16% |
$39K - $41K
|
78.8K
$1.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.03K- 16.38% |
$43.5K - $45.6K
|
5.27K
$117K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 13.14% |
$43.9K - $46.1K
|
6.9K
$153K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 5.73% |
$49.1K - $51.5K
|
19.2K
$426K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.21K- 28.61% |
$50.8K - $53.3K
|
3.01K
$66.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.61K- 13.95% |
$67.7K - $71K
|
9.92K
$220K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.68K- 3.12% |
$70.8K - $74.3K
|
52.2K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.95K- 25.13% |
$81.9K - $85.9K
|
5.79K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.13K- 38.57% |
$132K - $138K
|
4.98K
$111K
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-3.76K- 14.23% |
$158K - $166K
|
22.7K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-4.42K- 1.42% |
$186K - $195K
|
306K
$6.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.19K- 33.03% |
$303K - $318K
|
14.6K
$324K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.36M- 4.11% |
$184M - $193M
|
102M
$2.26B
|