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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.63K- 24.1% |
$203K - $208K
|
14.6K
$328K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.89K- 66.09% |
$215K - $220K
|
2.51K
$56.5K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-4.94K- 18.13% |
$217K - $222K
|
22.3K
$503K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.09K- 31.04% |
$223K - $229K
|
11.3K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.74K- 47.81% |
$252K - $258K
|
6.26K
$141K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.12K- 58.84% |
$400K - $410K
|
6.38K
$144K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.84K- 31.15% |
$432K - $443K
|
21.7K
$490K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.89K- 45.59% |
$434K - $445K
|
11.8K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-10.4K- 59.54% |
$458K - $470K
|
7.09K
$160K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.7K- 44.43% |
$472K - $484K
|
13.4K
$303K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.7K- 83.52% |
$558K - $572K
|
2.51K
$56.5K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.7K- 83.52% |
$558K - $572K
|
2.51K
$56.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-13K- 43.53% |
$572K - $587K
|
16.9K
$381K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21K- 35.25% |
$919K - $943K
|
38.5K
$867K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-21.4K- 75.04% |
$939K - $963K
|
7.12K
$160K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-23.1K- 26.98% |
$1.01M - $1.04M
|
62.4K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.3KClosed |
$1.51M - $1.54M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 71.4% |
$2.21M - $2.26M
|
20.2K
$454K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-68.6K- 65.1% |
$3.01M - $3.09M
|
36.8K
$828K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-88.2K- 63.4% |
$3.87M - $3.97M
|
50.9K
$1.15M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-90.2K- 2.28% |
$3.96M - $4.06M
|
3.86M
$87M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-122K- 90.39% |
$5.34M - $5.48M
|
12.9K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-208K- 58.66% |
$9.11M - $9.35M
|
146K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-209K- 52.69% |
$9.15M - $9.39M
|
187K
$4.22M
|