Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.21MNew |
$96.8M - $102M
|
2.21M
$49.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
446KNew |
$19.5M - $20.6M
|
446K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
210K+ 5.31% |
$9.19M - $9.73M
|
4.16M
$93.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
151K+ 111.57% |
$6.6M - $6.99M
|
286K
$6.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
141K+ 14.39% |
$6.18M - $6.54M
|
1.12M
$25.3M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
115K+ 35.01% |
$5.03M - $5.32M
|
443K
$9.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
103K+ 72.25% |
$4.5M - $4.76M
|
245K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
78.9KNew |
$3.45M - $3.65M
|
78.9K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
74.2K+ 158.23% |
$3.25M - $3.44M
|
121K
$2.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
72.1KNew |
$3.15M - $3.34M
|
72.1K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
55K+ 50.0% |
$2.41M - $2.55M
|
165K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49.8K+ 50.49% |
$2.18M - $2.3M
|
148K
$3.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.2K+ 1.31% |
$2.11M - $2.23M
|
3.73M
$84.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
39.4K+ 10.55% |
$1.72M - $1.83M
|
413K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38K+ 7.53% |
$1.66M - $1.76M
|
543K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
29.2K+ 78.7% |
$1.28M - $1.35M
|
66.4K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27K+ 117.85% |
$1.18M - $1.25M
|
49.9K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
26.3K+ 8940.82% |
$1.15M - $1.22M
|
26.6K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
25.9K+ 160.64% |
$1.13M - $1.2M
|
42K
$946K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.3KNew |
$1.06M - $1.13M
|
24.3K
$548K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 35.46% |
$983K - $1.04M
|
85.9K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
20.7KNew |
$904K - $957K
|
20.7K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.7K+ 16.32% |
$903K - $956K
|
147K
$3.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 300.63% |
$840K - $889K
|
25.6K
$576K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$774K - $819K
|
17.7K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.4K+ 12.87% |
$760K - $805K
|
152K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 24.37% |
$711K - $753K
|
83K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
12.1KNew |
$531K - $562K
|
12.1K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.9K+ 203.17% |
$519K - $549K
|
17.7K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$499K - $528K
|
11.4K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 39.58% |
$499K - $528K
|
40.2K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 148.21% |
$480K - $508K
|
18.4K
$414K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 5.67% |
$473K - $501K
|
202K
$4.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 9.94% |
$464K - $491K
|
117K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10.3K+ 136.78% |
$452K - $479K
|
17.9K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.62K+ 52.98% |
$421K - $445K
|
27.8K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.01K+ 185.35% |
$394K - $417K
|
13.9K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
8.88KNew |
$388K - $411K
|
8.88K
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.19K+ 3439.5% |
$358K - $379K
|
8.42K
$190K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.78KNew |
$340K - $360K
|
7.78K
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
7.69K+ 3.1% |
$336K - $356K
|
256K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.43KNew |
$325K - $344K
|
7.43K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.3K+ 63.74% |
$275K - $291K
|
16.2K
$364K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.28KNew |
$275K - $291K
|
6.28K
$141K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6.07K+ 4.65% |
$266K - $281K
|
137K
$3.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.98K+ 13.02% |
$261K - $277K
|
51.9K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.67KNew |
$248K - $262K
|
5.67K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.58KNew |
$244K - $258K
|
5.58K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.35K+ 23.64% |
$234K - $248K
|
28K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.29K+ 53.79% |
$231K - $245K
|
15.1K
$341K
|