Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
208K+ 4.71% |
$9.84M - $10.7M
|
4.62M
$104M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1K+ 127.78% |
$1.33M - $1.44M
|
50K
$1.13M
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
26K+ 2292.84% |
$1.23M - $1.33M
|
27.1K
$610K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22.2K+ 211.62% |
$1.05M - $1.14M
|
32.6K
$735K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
14.8K+ 7.68% |
$700K - $760K
|
207K
$4.67M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.4KNew |
$350K - $380K
|
7.4K
$167K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.02KNew |
$285K - $309K
|
6.02K
$136K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
4.79KNew |
$227K - $246K
|
4.79K
$108K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.49K+ 86.42% |
$212K - $230K
|
9.68K
$218K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.15K+ 104.16% |
$102K - $111K
|
4.22K
$95K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.57K+ 816.67% |
$74.2K - $80.5K
|
1.76K
$39.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
650+ 8.07% |
$30.8K - $33.4K
|
8.7K
$196K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
481+ 155.66% |
$22.8K - $24.7K
|
790
$17.8K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
273+ 4.76% |
$12.9K - $14K
|
6.01K
$135K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
272+ 53.65% |
$12.9K - $14K
|
779
$17.5K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
230+ 575.0% |
$10.9K - $11.8K
|
270
$6.08K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
202New |
$9.56K - $10.4K
|
202
$4.55K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
131+ 135.05% |
$6.2K - $6.73K
|
228
$5.13K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.39% |
$47.3 - $51.4
|
256
$5.77K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4Closed |
$189 - $205
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 7.06% |
$284 - $308
|
79
$1.78K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-45Closed |
$2.13K - $2.31K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-121- 7.56% |
$5.73K - $6.21K
|
1.48K
$33.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-229- 54.65% |
$10.8K - $11.8K
|
190
$4.28K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-319- 3.77% |
$15.1K - $16.4K
|
8.14K
$183K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-634- 32.6% |
$30K - $32.6K
|
1.31K
$29.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-657- 34.6% |
$31.1K - $33.7K
|
1.24K
$28K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-902- 37.98% |
$42.7K - $46.3K
|
1.47K
$33.2K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-924- 27.6% |
$43.7K - $47.5K
|
2.42K
$54.6K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06KClosed |
$50.2K - $54.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.65K- 2.67% |
$77.9K - $84.5K
|
59.9K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.67K- 13.82% |
$79K - $85.8K
|
10.4K
$234K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.98K- 22.82% |
$93.6K - $102K
|
6.69K
$151K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.14K- 30.01% |
$101K - $110K
|
4.99K
$112K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.87KClosed |
$136K - $147K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.15K- 30.2% |
$196K - $213K
|
9.6K
$216K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.82KClosed |
$228K - $247K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-4.99KClosed |
$236K - $256K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-6.37KClosed |
$301K - $327K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.96KClosed |
$329K - $357K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.17KClosed |
$387K - $420K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.77K- 27.24% |
$415K - $451K
|
23.4K
$528K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.87K- 80.01% |
$420K - $455K
|
2.22K
$49.9K
|
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 44.79% |
$476K - $516K
|
12.4K
$279K
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-10.8K- 65.66% |
$512K - $555K
|
5.66K
$127K
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-14.8KClosed |
$698K - $758K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-37.1K- 61.34% |
$1.76M - $1.91M
|
23.4K
$527K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-151K- 72.73% |
$7.16M - $7.77M
|
56.7K
$1.28M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-220K- 75.29% |
$10.4M - $11.3M
|
72.3K
$1.63M
|