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 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.84K- 87.31% |
$166K - $171K
|
558
$12.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.89K- 44.26% |
$211K - $217K
|
6.15K
$139K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5.54K- 10.56% |
$239K - $246K
|
47K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.21K- 28.54% |
$268K - $276K
|
15.5K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-6.99K- 99.96% |
$301K - $310K
|
3
$67.6
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.3K- 13.3% |
$358K - $369K
|
54.1K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.76K- 1.71% |
$378K - $389K
|
505K
$11.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.88K- 52.52% |
$383K - $394K
|
8.02K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.1K- 20.39% |
$737K - $759K
|
66.7K
$1.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-18.6K- 11.48% |
$801K - $825K
|
143K
$3.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-19.4K- 5.51% |
$838K - $863K
|
334K
$7.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.6K- 37.48% |
$932K - $960K
|
36.1K
$812K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24.2K- 16.53% |
$1.04M - $1.08M
|
122K
$2.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.9K- 7.06% |
$1.46M - $1.51M
|
446K
$10.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-35.2K- 19.81% |
$1.52M - $1.56M
|
142K
$3.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60.8K- 32.44% |
$2.62M - $2.7M
|
127K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-79.5K- 45.57% |
$3.43M - $3.53M
|
95K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-195K- 24.75% |
$8.43M - $8.68M
|
594K
$13.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-379K- 97.57% |
$16.3M - $16.8M
|
9.46K
$213K
|