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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
124New |
$5.35K - $5.51K
|
124
$2.79K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
121+ 195.16% |
$5.22K - $5.37K
|
183
$4.12K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
121New |
$5.22K - $5.37K
|
121
$2.72K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
111New |
$4.79K - $4.93K
|
111
$2.5K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
105+ 2.46% |
$4.53K - $4.66K
|
4.37K
$98.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
82New |
$3.54K - $3.64K
|
82
$1.85K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
76New |
$3.28K - $3.38K
|
76
$1.71K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
57+ 0.76% |
$2.46K - $2.53K
|
7.58K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40New |
$1.72K - $1.78K
|
40
$901
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
31+ 0.46% |
$1.34K - $1.38K
|
6.72K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28New |
$1.21K - $1.24K
|
28
$631
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
18+ 0.21% |
$776 - $800
|
8.76K
$197K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
18New |
$776 - $800
|
18
$405
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13New |
$560 - $577
|
13
$293
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.18% |
$517 - $533
|
6.57K
$148K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 15.38% |
$259 - $267
|
45
$1.01K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.45% |
$216 - $222
|
1.13K
$25.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.1% |
$86.2 - $88.8
|
184
$4.14K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-25- 0.07% |
$1.08K - $1.11K
|
33.6K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 0.47% |
$2.07K - $2.13K
|
10.1K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-52- 89.66% |
$2.24K - $2.31K
|
6
$135
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-86- 18.86% |
$3.71K - $3.82K
|
370
$8.33K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-114- 1.74% |
$4.91K - $5.06K
|
6.46K
$145K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-157- 88.2% |
$6.77K - $6.97K
|
21
$473
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-163- 89.07% |
$7.03K - $7.24K
|
20
$450
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-163- 3.16% |
$7.03K - $7.24K
|
5K
$113K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-229- 18.56% |
$9.87K - $10.2K
|
1.01K
$22.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-332- 6.4% |
$14.3K - $14.7K
|
4.86K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-452- 13.0% |
$19.5K - $20.1K
|
3.03K
$68.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-488- 3.82% |
$21K - $21.7K
|
12.3K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-658- 96.76% |
$28.4K - $29.2K
|
22
$495
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-723- 0.95% |
$31.2K - $32.1K
|
75.5K
$1.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.01K- 15.85% |
$43.6K - $44.9K
|
5.37K
$121K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.15K- 9.4% |
$49.7K - $51.2K
|
11.1K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 3.41% |
$50.4K - $52K
|
33.2K
$747K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.17K- 3.41% |
$50.4K - $52K
|
33.2K
$747K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.17K- 1.41% |
$50.5K - $52.1K
|
82.1K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.52K- 13.32% |
$65.4K - $67.4K
|
9.88K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.52K- 1.09% |
$65.7K - $67.7K
|
139K
$3.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 13.54% |
$68.9K - $71K
|
10.2K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
$69.3K - $71.4K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.62K- 3.43% |
$69.7K - $71.8K
|
45.6K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.82K- 78.31% |
$78.5K - $80.8K
|
504
$11.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.96K- 6.66% |
$84.6K - $87.2K
|
27.5K
$619K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.23K- 84.67% |
$96K - $98.9K
|
403
$9.08K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.59K- 19.23% |
$111K - $115K
|
10.9K
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.87K- 85.43% |
$124K - $128K
|
490
$11K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.34K- 3.28% |
$144K - $148K
|
98.6K
$2.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-3.52K- 15.78% |
$152K - $156K
|
18.8K
$423K
|