Purchases and Sales Made in Q2 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 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
Jul 18, 2024 Q2 2024
Prairiewood Capital, LLC

BUY
 -
4.75K
+ 29.41%
$205K - $211K
20.9K $471K
Jul 26, 2024 Q2 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
4.62K
+ 11.99%
$199K - $205K
43.1K $970K
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.29K
+ 66.8%
$185K - $191K
10.7K $241K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.73K
+ 554.76%
$161K - $166K
4.4K $99.1K
Jul 22, 2024 Q2 2024
Essex LLC

BUY
 -
3.67K
+ 7.01%
$158K - $163K
55.9K $1.26M
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.49K
+ 45.21%
$150K - $155K
11.2K $252K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
3.29K
+ 4.02%
$142K - $146K
85K $1.91M
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
2.92K
+ 11.91%
$126K - $130K
27.4K $617K
Aug 02, 2024 Q2 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
2.9K
+ 4.32%
$125K - $129K
70K $1.58M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.55K
New
$110K - $113K
2.55K $57.5K
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
2.39K
+ 15.98%
$103K - $106K
17.4K $391K
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
2.39K
New
$103K - $106K
2.39K $53.7K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
2.33K
+ 57.33%
$100K - $103K
6.39K $144K
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
2.31K
+ 7.48%
$99.4K - $102K
33.1K $746K
Aug 09, 2024 Q2 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.03K
+ 31.9%
$87.5K - $90.2K
8.39K $189K
Aug 02, 2024 Q2 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
1.85K
+ 27.85%
$79.8K - $82.2K
8.49K $191K
Jul 15, 2024 Q2 2024
Sequoia Financial Advisors, LLC

BUY
 -
1.69K
+ 21.33%
$72.8K - $75K
9.6K $216K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
1.65K
+ 1409.4%
$71.1K - $73.2K
1.77K $39.8K
Aug 05, 2024 Q2 2024
Addison Advisors LLC

BUY
 -
1.57K
New
$67.7K - $69.8K
1.57K $35.4K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
1.51K
+ 857.39%
$65.1K - $67K
1.69K $37.9K
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.41K
+ 45.77%
$60.7K - $62.5K
4.48K $101K
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.38K
+ 11.66%
$59.6K - $61.4K
13.2K $298K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
1.36K
+ 1346.53%
$58.6K - $60.4K
1.46K $32.9K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.33K
+ 75.2%
$57.4K - $59.1K
3.1K $69.8K
Jul 23, 2024 Q2 2024
Security Financial Services, Inc.

BUY
 -
1.3K
+ 18.21%
$55.9K - $57.6K
8.41K $189K
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
1.17K
+ 5.6%
$50.4K - $51.9K
22K $496K
Jul 25, 2024 Q2 2024
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
1.06K
+ 7.02%
$45.6K - $47K
16.1K $363K
Jul 31, 2024 Q2 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
1.05K
+ 3.06%
$45.2K - $46.6K
35.3K $796K
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
1.01K
New
$43.5K - $44.8K
1.01K $22.7K
Jul 05, 2024 Q2 2024
Versant Capital Management, Inc

BUY
 -
1K
New
$43.1K - $44.4K
1K $22.5K
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
975
+ 5.7%
$42K - $43.3K
18.1K $407K
Aug 07, 2024 Q2 2024
Mitchell Sinkler & Starr

BUY
 -
900
+ 23.41%
$38.8K - $40K
4.75K $107K
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
690
New
$29.7K - $30.6K
690 $15.5K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
563
New
$24.3K - $25K
563 $12.7K
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
485
New
$20.9K - $21.5K
485 $10.9K
Aug 12, 2024 Q2 2024
Cibc World Markets Corp

New York, NY
BUY
 -
471
+ 1.75%
$20.3K - $20.9K
27.4K $617K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
401
+ 2.75%
$17.3K - $17.8K
15K $337K
Jul 16, 2024 Q2 2024
North Crest Asset Manangement, LLC

BUY
 -
391
+ 1.36%
$16.9K - $17.4K
29.2K $659K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
376
New
$16.2K - $16.7K
376 $8.47K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
367
New
$15.8K - $16.3K
367 $8.26K
Aug 08, 2024 Q2 2024
Christensen, King & Associates Investment Services, Inc.

Richland, WA
BUY
 -
327
+ 3.47%
$14.1K - $14.5K
9.76K $220K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
294
New
$12.7K - $13.1K
294 $6.62K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
294
New
$12.7K - $13.1K
294 $6.62K
Jul 12, 2024 Q2 2024
Hexagon Capital Partners LLC

BUY
 -
271
New
$11.7K - $12K
271 $6.1K
Jul 18, 2024 Q2 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
238
New
$10.3K - $10.6K
238 $5.36K
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
234
+ 152.94%
$10.1K - $10.4K
387 $8.72K
Aug 07, 2024 Q2 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
226
New
$9.74K - $10K
226 $5.09K
Aug 02, 2024 Q2 2024
National Bank Of Canada

BUY
 -
175
New
$7.54K - $7.77K
175 $3.94K
Aug 14, 2024 Q2 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
157
New
$6.77K - $6.97K
157 $3.54K

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