Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
114M+ 2114.06% |
$4.93B - $5.08B
|
120M
$2.7B
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
388K+ 11.76% |
$16.7M - $17.2M
|
3.69M
$83M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
328KNew |
$14.2M - $14.6M
|
328K
$7.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
214K+ 27.95% |
$9.25M - $9.53M
|
982K
$22.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
112KNew |
$4.83M - $4.98M
|
112K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
110KNew |
$4.74M - $4.89M
|
110K
$2.48M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
90.2K+ 2.33% |
$3.89M - $4.01M
|
3.95M
$89M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
90.2K+ 2.33% |
$3.89M - $4.01M
|
3.95M
$89M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
59.5KNew |
$2.56M - $2.64M
|
59.5K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.3K+ 229.71% |
$2.51M - $2.59M
|
83.7K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
55K+ 333.74% |
$2.37M - $2.44M
|
71.5K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
38.4KNew |
$1.66M - $1.71M
|
38.4K
$865K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36.2KNew |
$1.56M - $1.61M
|
36.2K
$815K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.9K+ 66.22% |
$1.46M - $1.5M
|
85K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
32.8K+ 33.55% |
$1.41M - $1.46M
|
131K
$2.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.2K+ 18.8% |
$1.3M - $1.34M
|
191K
$4.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
29.2KNew |
$1.26M - $1.3M
|
29.2K
$658K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27KNew |
$1.16M - $1.2M
|
27K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 223.09% |
$858K - $884K
|
28.8K
$649K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.4K+ 101.55% |
$709K - $730K
|
32.6K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
16.1KNew |
$696K - $717K
|
16.1K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$600K - $618K
|
13.9K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13.7K+ 11.28% |
$592K - $610K
|
135K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$568K - $585K
|
13.2K
$297K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
12.2K+ 3.38% |
$527K - $543K
|
374K
$8.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.9K+ 189.88% |
$513K - $528K
|
18.2K
$409K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 22.73% |
$506K - $521K
|
63.4K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
11K+ 60.3% |
$474K - $489K
|
29.2K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 8.66% |
$464K - $478K
|
135K
$3.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10K+ 10.38% |
$433K - $446K
|
107K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.84KNew |
$424K - $437K
|
9.84K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
8.71K+ 23.42% |
$376K - $387K
|
45.9K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.2K+ 28.34% |
$354K - $364K
|
37.2K
$837K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
7.67K+ 28.78% |
$331K - $341K
|
34.3K
$773K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7.56KNew |
$326K - $336K
|
7.56K
$170K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
7.43K+ 18.22% |
$320K - $330K
|
48.2K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.89K+ 43.71% |
$297K - $306K
|
22.7K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.83KNew |
$294K - $303K
|
6.83K
$154K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.74K+ 59.62% |
$291K - $299K
|
18K
$406K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.39KNew |
$275K - $284K
|
6.39K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
6.38KNew |
$275K - $283K
|
6.38K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.84KNew |
$252K - $259K
|
5.84K
$131K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.63KNew |
$242K - $250K
|
5.63K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.58KNew |
$241K - $248K
|
5.58K
$126K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.34K+ 8.81% |
$230K - $237K
|
66K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.27K+ 12.66% |
$227K - $234K
|
46.9K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
5KNew |
$216K - $222K
|
5K
$113K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.89K+ 194.86% |
$211K - $217K
|
7.4K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.89K+ 194.86% |
$211K - $217K
|
7.4K
$167K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.8K+ 26.55% |
$207K - $213K
|
22.9K
$516K
|