Purchases and Sales Made in Q1 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.56KNew |
$288K - $295K
|
6.56K
$148K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.43K+ 28.53% |
$282K - $289K
|
28.9K
$654K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.36KNew |
$279K - $286K
|
6.36K
$144K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.32K+ 64.31% |
$277K - $284K
|
16.1K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.32KNew |
$277K - $284K
|
6.32K
$143K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.15KNew |
$270K - $276K
|
6.15K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.89KNew |
$258K - $265K
|
5.89K
$133K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.85KNew |
$257K - $263K
|
5.85K
$132K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.8KNew |
$255K - $261K
|
5.8K
$131K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.66K+ 10.29% |
$248K - $254K
|
60.6K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.39K+ 48.61% |
$237K - $243K
|
16.5K
$373K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.39KNew |
$236K - $242K
|
5.39K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.16KNew |
$226K - $232K
|
5.16K
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.89KNew |
$215K - $220K
|
4.89K
$111K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.62KNew |
$202K - $208K
|
4.62K
$104K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.4KNew |
$193K - $198K
|
4.4K
$99.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.85KNew |
$169K - $173K
|
3.85K
$86.9K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.83K+ 32.06% |
$168K - $172K
|
15.8K
$356K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.72KNew |
$163K - $167K
|
3.72K
$84K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.4K+ 23.1% |
$149K - $153K
|
18.1K
$409K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
3.28K+ 7.47% |
$144K - $148K
|
47.2K
$1.07M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
3.14K+ 279.04% |
$138K - $141K
|
4.27K
$96.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.84K+ 4.41% |
$125K - $128K
|
67.1K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.77K+ 464.43% |
$121K - $125K
|
3.36K
$76K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.69K+ 19.89% |
$118K - $121K
|
16.2K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.63KNew |
$115K - $118K
|
2.63K
$59.4K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.62K+ 303.95% |
$115K - $118K
|
3.48K
$78.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.6KNew |
$114K - $117K
|
2.6K
$58.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.58K+ 30.56% |
$113K - $116K
|
11K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.58KNew |
$113K - $116K
|
2.58K
$58.3K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.55K+ 484.41% |
$112K - $115K
|
3.07K
$69.5K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.12K+ 16.34% |
$92.8K - $95.2K
|
15.1K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.87K+ 2.38% |
$82K - $84.1K
|
80.4K
$1.82M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
1.82K+ 11.07% |
$79.8K - $81.8K
|
18.2K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.76K+ 29.5% |
$77.1K - $79K
|
7.71K
$174K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 6221.43% |
$76.4K - $78.4K
|
1.77K
$40K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.39K+ 6.01% |
$60.9K - $62.5K
|
24.5K
$553K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.34K+ 4.55% |
$58.9K - $60.4K
|
30.8K
$697K
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1.24K+ 11.78% |
$54.2K - $55.6K
|
11.7K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19KNew |
$52.3K - $53.7K
|
1.19K
$27K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.16K+ 10.39% |
$50.7K - $52K
|
12.3K
$277K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
977New |
$42.9K - $44K
|
977
$22.1K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
837+ 108.7% |
$36.7K - $37.7K
|
1.61K
$36.3K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
715+ 1.38% |
$31.4K - $32.2K
|
52.5K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
680New |
$29.8K - $30.6K
|
680
$15.4K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
558New |
$24.5K - $25.1K
|
558
$12.6K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
556New |
$24.4K - $25K
|
556
$12.6K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
511+ 6.08% |
$22.4K - $23K
|
8.92K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
386+ 102.66% |
$16.9K - $17.4K
|
762
$17.2K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
375New |
$16.5K - $16.9K
|
375
$8.48K
|