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
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 89.84% |
$173K - $183K
|
447
$10.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.13K- 15.06% |
$181K - $191K
|
23.3K
$524K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.17K- 12.79% |
$182K - $193K
|
28.5K
$641K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.4K- 42.7% |
$280K - $296K
|
8.58K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-6.71K- 8.88% |
$293K - $310K
|
68.8K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-9.75K- 2.92% |
$426K - $451K
|
324K
$7.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.6K- 42.34% |
$509K - $539K
|
15.9K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.9K- 3.18% |
$826K - $874K
|
576K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.6K- 71.18% |
$2.96M - $3.13M
|
27.4K
$616K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-80.7K- 72.0% |
$3.53M - $3.74M
|
31.4K
$707K
|