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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
122New |
$5.34K - $5.65K
|
122
$2.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
117New |
$5.12K - $5.42K
|
117
$2.63K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
117+ 557.14% |
$5.12K - $5.42K
|
138
$3.11K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
100+ 131.58% |
$4.37K - $4.63K
|
176
$3.96K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
96+ 16.49% |
$4.2K - $4.44K
|
678
$15.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
91+ 18.06% |
$3.98K - $4.21K
|
595
$13.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 0.49% |
$1.4K - $1.48K
|
6.6K
$149K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 135.0% |
$1.18K - $1.25K
|
47
$1.06K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24New |
$1.05K - $1.11K
|
24
$540
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
18+ 0.21% |
$787 - $833
|
8.78K
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
17+ 0.06% |
$743 - $787
|
29.3K
$659K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
17+ 0.06% |
$743 - $787
|
29.3K
$659K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
7+ 0.01% |
$306 - $324
|
47K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 13.33% |
$262 - $278
|
51
$1.15K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 71.43% |
$219 - $231
|
12
$270
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.44% |
$219 - $231
|
1.13K
$25.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 1.63% |
$131 - $139
|
187
$4.21K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 2.5% |
$43.7 - $46.3
|
41
$923
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 16.67% |
$43.7 - $46.3
|
5
$113
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6- 1.49% |
$262 - $278
|
397
$8.94K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.31% |
$350 - $370
|
2.55K
$57.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-9- 0.07% |
$394 - $417
|
12.3K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 0.52% |
$1.22K - $1.3K
|
5.34K
$120K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-37- 0.63% |
$1.62K - $1.71K
|
5.85K
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-85- 1.32% |
$3.72K - $3.93K
|
6.37K
$143K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-136- 1.25% |
$5.95K - $6.3K
|
10.7K
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-165- 16.42% |
$7.22K - $7.64K
|
840
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-165- 1.19% |
$7.22K - $7.64K
|
13.7K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-201- 68.37% |
$8.79K - $9.3K
|
93
$2.09K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-219- 2.24% |
$9.58K - $10.1K
|
9.54K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-261- 53.27% |
$11.4K - $12.1K
|
229
$5.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-280- 0.5% |
$12.2K - $13K
|
55.6K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-285- 3.01% |
$12.5K - $13.2K
|
9.18K
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-555- 5.44% |
$24.3K - $25.7K
|
9.65K
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-598- 1.24% |
$26.2K - $27.7K
|
47.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-663- 1.93% |
$29K - $30.7K
|
33.7K
$758K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-825- 26.6% |
$36.1K - $38.2K
|
2.28K
$51.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-886- 1.27% |
$38.7K - $41K
|
69.1K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-904- 10.75% |
$39.5K - $41.8K
|
7.51K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.01K- 17.88% |
$44K - $46.6K
|
4.62K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 16.01% |
$44.7K - $47.4K
|
5.37K
$121K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.04K- 3.86% |
$45.6K - $48.2K
|
25.9K
$584K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.23K- 6.79% |
$53.7K - $56.8K
|
16.8K
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.43K- 4.31% |
$62.5K - $66.1K
|
31.7K
$714K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.46K- 92.87% |
$63.8K - $67.5K
|
112
$2.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.48K- 11.16% |
$64.6K - $68.4K
|
11.8K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 27.15% |
$73.1K - $77.4K
|
4.48K
$101K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.7K- 8.15% |
$118K - $125K
|
30.5K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 8.15% |
$118K - $125K
|
30.5K
$686K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.9K- 0.65% |
$127K - $134K
|
444K
$9.99M
|