Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Oct 11, 2022 Q3 2022
Campbell Wealth Management

BUY
 -
276K
New
$11.5M - $12.7M
276K $6.09M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
220K
+ 3.93%
$9.14M - $10.1M
5.81M $128M
Nov 10, 2022 Q3 2022
Adams Wealth Management

BUY
 -
113K
New
$4.7M - $5.21M
113K $2.49M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
29.3K
+ 108.83%
$1.22M - $1.35M
56.1K $1.24M
Oct 24, 2022 Q3 2022
Horst & Graben Wealth Management LLC

BUY
 -
19K
New
$789K - $875K
19K $419K
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
14.1K
New
$588K - $652K
14.1K $312K
Oct 21, 2022 Q3 2022
West Wealth Group, LLC

BUY
 -
11.6K
New
$481K - $533K
11.6K $255K
Nov 14, 2022 Q3 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
10.7K
New
$444K - $492K
10.7K $235K
Oct 12, 2022 Q3 2022
Tnf LLC

BUY
 -
9.92K
New
$413K - $457K
9.92K $219K
Nov 14, 2022 Q3 2022
Old Mission Capital LLC

BUY
 -
8.88K
+ 197.49%
$369K - $409K
13.4K $295K
Oct 11, 2022 Q3 2022
Fc Advisory LLC

BUY
 -
8.04K
New
$334K - $371K
8.04K $177K
Oct 18, 2022 Q3 2022
Clearview Wealth Advisors LLC

BUY
 -
7.84K
+ 4106.28%
$326K - $362K
8.03K $177K
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
7.62K
New
$317K - $351K
7.62K $168K
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
6.66K
New
$277K - $307K
6.66K $147K
Nov 23, 2022 Q3 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
6.18K
New
$257K - $285K
6.18K $136K
Oct 17, 2022 Q3 2022
Spectrum Planning & Advisory Services Inc.

BUY
 -
5.52K
New
$230K - $255K
5.52K $122K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.94K
New
$206K - $228K
4.94K $109K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
4.78K
+ 197.15%
$199K - $220K
7.2K $159K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.26K
New
$177K - $196K
4.26K $93.9K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
3.26K
New
$136K - $150K
3.26K $71.9K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
3.07K
New
$128K - $141K
3.07K $67.7K
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
2.99K
New
$124K - $138K
2.99K $66K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.1K
New
$87.4K - $96.8K
2.1K $46.3K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.98K
+ 42.57%
$82.3K - $91.2K
6.62K $146K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
1.92K
+ 98.46%
$79.7K - $88.3K
3.86K $85.2K
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
1.07K
+ 14.67%
$44.6K - $49.5K
8.39K $185K
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
961
New
$40K - $44.3K
961 $21.2K
Oct 10, 2024 Q3 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
843
+ 439.06%
$35.1K - $38.9K
1.04K $22.8K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
737
+ 33.27%
$30.7K - $34K
2.95K $65.2K
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
340
New
$14.1K - $15.7K
340 $7.5K
Jun 28, 2024 Q3 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
310
New
$12.9K - $14.3K
310 $6.84K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
303
New
$12.6K - $14K
303 $6.69K
Oct 13, 2022 Q3 2022
Ridgewood Investments LLC

BUY
 -
300
+ 3.45%
$12.5K - $13.8K
9K $199K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
235
New
$9.78K - $10.8K
235 $5.19K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
170
+ 21.36%
$7.07K - $7.84K
966 $21.3K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
145
+ 1.93%
$6.03K - $6.69K
7.65K $169K
Nov 07, 2022 Q3 2022
Spire Wealth Management

BUY
 -
72
New
$3K - $3.32K
72 $1.59K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
65
+ 1.33%
$2.7K - $3K
4.93K $109K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
40
New
$1.66K - $1.84K
40 $883
Nov 10, 2022 Q3 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1
+ 1.35%
$41.6 - $46.1
75 $1.66K
Nov 09, 2022 Q3 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1
+ 0.59%
$41.6 - $46.1
170 $3.75K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

SELL
 -
-1
- 0.44%
$41.6 - $46.1
227 $5.01K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-13
- 23.64%
$541 - $599
42 $927
Nov 14, 2022 Q3 2022
Retirement Group, LLC

SELL
 -
-40
- 14.81%
$1.66K - $1.84K
230 $5.08K
Oct 12, 2022 Q3 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-72
- 1.96%
$3K - $3.32K
3.61K $79.6K
Oct 21, 2022 Q3 2022
Midwest Heritage Bank, Fsb

SELL
 -
-135
- 2.47%
$5.62K - $6.22K
5.33K $118K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-305
- 3.16%
$12.7K - $14.1K
9.36K $207K
Nov 14, 2022 Q3 2022
Van Strum & Towne Inc.

San Francisco, CA
SELL
 -
-405
- 7.27%
$16.9K - $18.7K
5.17K $114K

Track Institutional and Insider Activities on SCHI

Follow SCHWAB STRATEGIC TR 5 -10 YR C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHI shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr 5 10 Yr C insider buys or sells SCHI shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR 5 -10 YR C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHI