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 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
313+ 1.1% |
$13.7K - $14.1K
|
28.9K
$650K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
300+ 2.05% |
$13.2K - $13.5K
|
15K
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
286New |
$12.5K - $12.9K
|
286
$6.44K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
241New |
$10.6K - $10.8K
|
241
$5.43K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
225+ 16.23% |
$9.87K - $10.1K
|
1.61K
$36.3K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
200+ 0.38% |
$8.77K - $9K
|
52.3K
$1.18M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
192New |
$8.42K - $8.64K
|
192
$4.32K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
178New |
$7.81K - $8.01K
|
178
$4.01K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
162New |
$7.11K - $7.29K
|
162
$3.65K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
117New |
$5.13K - $5.26K
|
117
$2.63K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
101New |
$4.43K - $4.54K
|
101
$2.27K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
92New |
$4.04K - $4.14K
|
92
$2.07K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56+ 0.99% |
$2.46K - $2.52K
|
5.73K
$129K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
54+ 0.83% |
$2.37K - $2.43K
|
6.57K
$148K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
45New |
$1.97K - $2.02K
|
45
$1.01K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
42New |
$1.84K - $1.89K
|
42
$946
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$1.27K - $1.3K
|
29
$653
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
27+ 0.08% |
$1.18K - $1.21K
|
33.6K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 12.27% |
$877 - $900
|
183
$4.12K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
18New |
$790 - $810
|
18
$405
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.13% |
$483 - $495
|
8.74K
$197K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 9.01% |
$439 - $450
|
121
$2.72K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 21.88% |
$307 - $315
|
39
$878
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.27% |
$132 - $135
|
1.12K
$25.2K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.91% |
$132 - $135
|
160
$3.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.11% |
$87.7 - $90
|
182
$4.1K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2- 0.44% |
$87.7 - $90
|
456
$10.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-49- 24.26% |
$2.15K - $2.2K
|
153
$3.45K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-90- 28.13% |
$3.95K - $4.05K
|
230
$5.18K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-106- 1.11% |
$4.65K - $4.77K
|
9.44K
$212K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-112Closed |
$4.91K - $5.04K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-114- 14.5% |
$5K - $5.13K
|
672
$15.1K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-127- 94.78% |
$5.57K - $5.71K
|
7
$158
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-132- 51.97% |
$5.79K - $5.94K
|
122
$2.75K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-140- 69.31% |
$6.14K - $6.3K
|
62
$1.4K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-159- 71.95% |
$6.98K - $7.15K
|
62
$1.4K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 55.56% |
$7.68K - $7.87K
|
140
$3.15K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-207- 4.85% |
$9.08K - $9.31K
|
4.06K
$91.5K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-244- 59.8% |
$10.7K - $11K
|
164
$3.69K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-254- 59.07% |
$11.1K - $11.4K
|
176
$3.96K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-559- 96.88% |
$24.5K - $25.1K
|
18
$405
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-602- 6.64% |
$26.4K - $27.1K
|
8.46K
$191K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 11.65% |
$45.8K - $47K
|
7.92K
$178K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.08K- 3.06% |
$47.6K - $48.8K
|
34.3K
$772K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.41K- 6.35% |
$62K - $63.6K
|
20.9K
$470K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.56K- 96.41% |
$68.3K - $70K
|
58
$1.31K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2.22K- 2.82% |
$97.2K - $99.7K
|
76.2K
$1.72M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.37K- 6.18% |
$148K - $152K
|
51.2K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.53K- 35.43% |
$155K - $159K
|
6.43K
$145K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.25K- 64.64% |
$186K - $191K
|
2.32K
$52.3K
|