Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.83M+ 55.77% |
$76.9M - $80.7M
|
5.1M
$113M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
385K+ 1242.21% |
$16.2M - $17M
|
416K
$9.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
262K+ 573.88% |
$11M - $11.6M
|
307K
$6.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
199KNew |
$8.4M - $8.81M
|
199K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
144K+ 150.04% |
$6.06M - $6.36M
|
240K
$5.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
130KNew |
$5.48M - $5.75M
|
130K
$2.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
124KNew |
$5.21M - $5.47M
|
124K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
114K+ 131.99% |
$4.8M - $5.04M
|
200K
$4.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
96.3K+ 2057.67% |
$4.05M - $4.25M
|
101K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
92KNew |
$3.87M - $4.06M
|
92K
$2.03M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
66.2KNew |
$2.79M - $2.92M
|
66.2K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.3K+ 45.3% |
$2.62M - $2.75M
|
200K
$4.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
59.4KNew |
$2.5M - $2.63M
|
59.4K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
58.6KNew |
$2.47M - $2.59M
|
58.6K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
51.8KNew |
$2.18M - $2.29M
|
51.8K
$1.14M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
51.2KNew |
$2.15M - $2.26M
|
51.2K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
50.5KNew |
$2.13M - $2.23M
|
50.5K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
48.5KNew |
$2.04M - $2.14M
|
48.5K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
43.9KNew |
$1.85M - $1.94M
|
43.9K
$970K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
39.2KNew |
$1.65M - $1.73M
|
39.2K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33.6KNew |
$1.41M - $1.48M
|
33.6K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
32.7K+ 124.53% |
$1.38M - $1.45M
|
59K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
31.5KNew |
$1.33M - $1.39M
|
31.5K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.5K+ 143.55% |
$1.28M - $1.35M
|
51.7K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28.9KNew |
$1.22M - $1.28M
|
28.9K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28.7KNew |
$1.21M - $1.27M
|
28.7K
$633K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
27.4KNew |
$1.15M - $1.21M
|
27.4K
$604K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
26.2KNew |
$1.1M - $1.16M
|
26.2K
$578K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.9KNew |
$1.05M - $1.1M
|
24.9K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.9KNew |
$924K - $969K
|
21.9K
$484K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
19.4KNew |
$815K - $855K
|
19.4K
$427K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9KNew |
$796K - $835K
|
18.9K
$417K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
18.2K+ 12.75% |
$767K - $805K
|
161K
$3.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
15.7KNew |
$663K - $695K
|
15.7K
$347K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.8K+ 225.42% |
$625K - $656K
|
21.4K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.7K+ 133.06% |
$620K - $650K
|
25.8K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 42.93% |
$597K - $626K
|
47.2K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$572K - $600K
|
13.6K
$300K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.4KNew |
$564K - $591K
|
13.4K
$295K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$552K - $579K
|
13.1K
$289K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
12.7KNew |
$535K - $561K
|
12.7K
$280K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7KNew |
$493K - $517K
|
11.7K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11.4KNew |
$482K - $505K
|
11.4K
$252K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.2KNew |
$429K - $450K
|
10.2K
$225K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.51KNew |
$401K - $420K
|
9.51K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.45K+ 100.05% |
$398K - $417K
|
18.9K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.5KNew |
$358K - $376K
|
8.5K
$188K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.98KNew |
$336K - $352K
|
7.98K
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.92K+ 150.93% |
$334K - $350K
|
13.2K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.01KNew |
$295K - $310K
|
7.01K
$155K
|