Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr 5 10 Yr C (SCHI)

SCHI Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr 5 10 Yr C (SCHI) during Q1 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
May 02, 2024 Q1 2024
River Front Investment Group, LLC

Richmond, VA
BUY
 -
3.86M
New
$170M - $174M
3.86M $87M
May 13, 2024 Q1 2024
Envestnet Asset Management Inc

BUY
 -
3.28M
+ 17456.18%
$144M - $148M
3.3M $74.3M
May 08, 2024 Q1 2024
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
3.07M
+ 2.84%
$135M - $138M
111M $2.5B
May 09, 2024 Q1 2024
Campbell Wealth Management

BUY
 -
1.77M
+ 570.29%
$77.8M - $79.8M
2.08M $46.9M
Apr 22, 2024 Q1 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
767K
New
$33.7M - $34.5M
767K $17.3M
May 15, 2024 Q1 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
673K
+ 572.89%
$29.5M - $30.3M
790K $17.8M
May 01, 2024 Q1 2024
Janney Montgomery Scott LLC

BUY
 -
475K
+ 8656.61%
$20.8M - $21.4M
480K $10.8M
Apr 23, 2024 Q1 2024
Rational Advisors LLC

Huntington, NY
BUY
 -
353K
New
$15.5M - $15.9M
353K $7.95M
May 14, 2024 Q1 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
314K
New
$13.8M - $14.1M
314K $7.08M
Nov 05, 2024 Q1 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
195K
+ 32.89%
$8.58M - $8.79M
790K $17.8M
May 10, 2024 Q1 2024
Truist Financial Corp

BUY
 -
162K
New
$7.1M - $7.28M
162K $3.64M
Apr 19, 2024 Q1 2024
Marmo Financial Group, LLC

Johnson City, TN
BUY
 -
140K
New
$6.15M - $6.31M
140K $3.16M
May 15, 2024 Q1 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
111K
+ 811.28%
$4.86M - $4.98M
124K $2.8M
May 03, 2024 Q1 2024
Ogorek Anthony Joseph

BUY
 -
93.4K
+ 31.61%
$4.1M - $4.2M
389K $8.75M
Apr 22, 2024 Q1 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
87.7K
+ 978.41%
$3.85M - $3.95M
96.7K $2.18M
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
83.2K
New
$3.65M - $3.75M
83.2K $1.87M
May 13, 2024 Q1 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
67.5K
+ 195.75%
$2.96M - $3.04M
102K $2.3M
Apr 12, 2024 Q1 2024
Charles Schwab Trust CO

BUY
 -
48.9K
+ 37.94%
$2.14M - $2.2M
178K $4M
May 07, 2024 Q1 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
46K
+ 392.14%
$2.02M - $2.07M
57.7K $1.3M
May 10, 2024 Q1 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
37.5K
+ 265.05%
$1.65M - $1.69M
51.6K $1.16M
Apr 15, 2024 Q1 2024
Andina Capital Management, LLC

Lehi, UT
BUY
 -
37.2K
New
$1.63M - $1.67M
37.2K $838K
May 02, 2024 Q1 2024
Kaizen Financial Strategies

BUY
 -
34.8K
+ 55.32%
$1.53M - $1.57M
97.8K $2.2M
May 01, 2024 Q1 2024
Source Financial Advisors LLC

New York, NY
BUY
 -
34.3K
New
$1.51M - $1.54M
34.3K $773K
May 15, 2024 Q1 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
34.3K
New
$1.51M - $1.54M
34.3K $773K
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
32.1K
+ 338.27%
$1.41M - $1.45M
41.6K $938K
Apr 15, 2024 Q1 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
29.8K
+ 22.77%
$1.31M - $1.34M
161K $3.62M
Apr 10, 2024 Q1 2024
Bank Of New Hampshire

BUY
 -
29.5K
+ 261.01%
$1.29M - $1.33M
40.8K $919K
May 14, 2024 Q1 2024
Cerity Partners LLC

New York, NY
BUY
 -
29.5K
New
$1.29M - $1.33M
29.5K $663K
May 15, 2024 Q1 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
29K
+ 5.99%
$1.27M - $1.31M
514K $11.6M
May 13, 2024 Q1 2024
Cibc World Markets Corp

New York, NY
BUY
 -
26.9K
New
$1.18M - $1.21M
26.9K $607K
May 15, 2024 Q1 2024
Comerica Bank

BUY
 -
26.6K
New
$1.17M - $1.2M
26.6K $600K
Apr 23, 2024 Q1 2024
Bouchey Financial Group LTD

BUY
 -
19.8K
+ 5.79%
$868K - $890K
362K $8.15M
May 16, 2024 Q1 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
18.6K
+ 18.1%
$818K - $839K
122K $2.74M
May 14, 2024 Q1 2024
Wedbush Securities Inc

BUY
 -
17.1K
New
$750K - $769K
17.1K $385K
Apr 29, 2024 Q1 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
16.9K
New
$741K - $760K
16.9K $381K
May 08, 2024 Q1 2024
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
14.3K
+ 0.27%
$629K - $645K
5.41M $122M
May 03, 2024 Q1 2024
Davenport & CO LLC

BUY
 -
12.8K
New
$560K - $575K
12.8K $288K
Oct 17, 2024 Q1 2024
Joule Financial, LLC

BUY
 -
12.5K
New
$549K - $563K
12.5K $282K
May 15, 2024 Q1 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
11.9K
New
$520K - $533K
11.9K $267K
Apr 24, 2024 Q1 2024
West Hill Financial Advisors, Inc.

BUY
 -
11.9K
+ 5.07%
$520K - $533K
245K $5.53M
May 01, 2024 Q1 2024
Integral Investment Advisors, Inc.

BUY
 -
11.4K
New
$500K - $513K
11.4K $257K
May 15, 2024 Q1 2024
Mariner, LLC

Overland Park, KS
BUY
 -
10.2K
+ 13.92%
$449K - $461K
83.8K $1.89M
May 15, 2024 Q1 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
8.25K
+ 48.2%
$362K - $371K
25.4K $571K
May 13, 2024 Q1 2024
Tradition Wealth Management, LLC

BUY
 -
7.25K
+ 2647.08%
$318K - $326K
7.53K $170K
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
7.24K
New
$318K - $326K
7.24K $163K
May 15, 2024 Q1 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
6.99K
New
$307K - $314K
6.99K $157K
Apr 12, 2024 Q1 2024
Range Financial Group LLC

BUY
 -
6.69K
New
$293K - $301K
6.69K $151K
Apr 30, 2024 Q1 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
6.64K
New
$291K - $299K
6.64K $150K
May 06, 2024 Q1 2024
Advisory Services Network, LLC

BUY
 -
6.61K
+ 8.8%
$290K - $297K
81.7K $1.84M

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