Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
104M+ 441644.47% |
$4.48B - $4.72B
|
104M
$2.32B
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
35.8K+ 263.46% |
$1.54M - $1.62M
|
49.3K
$1.1M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.6K+ 46.06% |
$627K - $660K
|
46.2K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
12.7K+ 5.96% |
$546K - $575K
|
226K
$5.04M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
12.3K+ 32.95% |
$529K - $557K
|
49.7K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
10.8K+ 3.76% |
$463K - $488K
|
298K
$6.64M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.78KNew |
$335K - $352K
|
7.78K
$174K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7.51KNew |
$323K - $340K
|
7.51K
$167K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
5.63KNew |
$242K - $255K
|
5.63K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.66KNew |
$200K - $211K
|
4.66K
$104K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.6KNew |
$198K - $208K
|
4.6K
$103K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.91KNew |
$168K - $177K
|
3.91K
$87.2K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.8K+ 0.12% |
$163K - $172K
|
3.28M
$73.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.08K+ 7.92% |
$89.4K - $94.2K
|
28.4K
$632K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
644+ 335.42% |
$27.7K - $29.2K
|
836
$18.6K
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
325+ 6.13% |
$14K - $14.7K
|
5.63K
$126K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
198New |
$8.51K - $8.97K
|
198
$4.42K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
95+ 31.56% |
$4.08K - $4.3K
|
396
$8.83K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
63New |
$2.71K - $2.85K
|
63
$1.4K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 1.9% |
$2.45K - $2.58K
|
3.06K
$68.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
41New |
$1.76K - $1.86K
|
41
$914
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 0.43% |
$1.38K - $1.45K
|
7.54K
$168K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25New |
$1.07K - $1.13K
|
25
$558
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
23New |
$989 - $1.04K
|
23
$513
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.57% |
$86 - $90.6
|
354
$7.89K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 50.0% |
$43 - $45.3
|
3
$66.9
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 1.33% |
$43 - $45.3
|
76
$1.69K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27- 2.09% |
$1.16K - $1.22K
|
1.26K
$28.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-153- 7.11% |
$6.58K - $6.93K
|
2K
$44.6K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-164- 1.51% |
$7.05K - $7.43K
|
10.7K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-169- 98.26% |
$7.27K - $7.65K
|
3
$66.9
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-174- 0.22% |
$7.48K - $7.88K
|
77.9K
$1.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-237- 7.86% |
$10.2K - $10.7K
|
2.78K
$62K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-249- 3.37% |
$10.7K - $11.3K
|
7.14K
$159K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-600- 9.99% |
$25.8K - $27.2K
|
5.41K
$121K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-882- 9.78% |
$37.9K - $39.9K
|
8.13K
$181K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.46K- 21.48% |
$62.6K - $66K
|
5.33K
$119K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.63K- 87.18% |
$70.2K - $73.9K
|
240
$5.35K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.72K- 18.61% |
$203K - $214K
|
20.6K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.6K- 99.74% |
$586K - $617K
|
35
$781
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.4K- 10.04% |
$704K - $741K
|
147K
$3.27M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-22.7K- 45.12% |
$977K - $1.03M
|
27.6K
$617K
|