Purchases and Sales Made in Q3 2024 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 2024. 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 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
446KNew |
$19.5M - $20.6M
|
446K
$10.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
141K+ 14.39% |
$6.18M - $6.54M
|
1.12M
$25.4M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
115K+ 35.01% |
$5.03M - $5.32M
|
443K
$10M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
103K+ 72.25% |
$4.5M - $4.76M
|
245K
$5.54M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 9.94% |
$464K - $491K
|
117K
$2.65M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10.3K+ 136.78% |
$452K - $479K
|
17.9K
$404K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.19K+ 3439.5% |
$358K - $379K
|
8.42K
$190K
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.78KNew |
$340K - $360K
|
7.78K
$176K
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
7.69K+ 3.1% |
$336K - $356K
|
256K
$5.77M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.1K+ 1059.69% |
$179K - $190K
|
4.49K
$101K
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.99K+ 14.29% |
$131K - $138K
|
23.9K
$539K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.34K+ 12.96% |
$102K - $108K
|
20.4K
$460K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
959New |
$41.9K - $44.4K
|
959
$21.6K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
749New |
$32.8K - $34.7K
|
749
$16.9K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
700+ 8.24% |
$30.6K - $32.4K
|
9.19K
$207K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
575+ 5.99% |
$25.1K - $26.6K
|
10.2K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
531New |
$23.2K - $24.6K
|
531
$12K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
408New |
$17.8K - $18.9K
|
408
$9.21K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
393New |
$17.2K - $18.2K
|
393
$8.87K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
327+ 7.48% |
$14.3K - $15.1K
|
4.7K
$106K
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
284+ 2.27% |
$12.4K - $13.1K
|
12.8K
$289K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
281New |
$12.3K - $13K
|
281
$6.34K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
234New |
$10.2K - $10.8K
|
234
$5.28K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
220New |
$9.62K - $10.2K
|
220
$4.97K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137+ 1.71% |
$5.99K - $6.34K
|
8.16K
$184K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
91+ 18.06% |
$3.98K - $4.21K
|
595
$13.4K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 135.0% |
$1.18K - $1.25K
|
47
$1.06K
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
18+ 0.21% |
$787 - $833
|
8.78K
$198K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 13.33% |
$262 - $278
|
51
$1.15K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.44% |
$219 - $231
|
1.13K
$25.5K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 0.52% |
$1.22K - $1.3K
|
5.34K
$120K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-165- 16.42% |
$7.22K - $7.64K
|
840
$19K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-219- 2.24% |
$9.58K - $10.1K
|
9.54K
$215K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-261- 53.27% |
$11.4K - $12.1K
|
229
$5.17K
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-280- 0.5% |
$12.2K - $13K
|
55.6K
$1.26M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-598- 1.24% |
$26.2K - $27.7K
|
47.6K
$1.08M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-825- 26.6% |
$36.1K - $38.2K
|
2.28K
$51.4K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.04K- 3.86% |
$45.6K - $48.2K
|
25.9K
$585K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.43K- 4.31% |
$62.5K - $66.1K
|
31.7K
$715K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 27.15% |
$73.1K - $77.4K
|
4.48K
$101K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.17K- 12.79% |
$182K - $193K
|
28.5K
$642K
|