Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
837K+ 23.41% |
$42.8M - $43.8M
|
4.41M
$97.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
274K+ 1481.75% |
$14M - $14.4M
|
293K
$6.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
39.5K+ 23.45% |
$2.02M - $2.07M
|
208K
$4.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
27.3K+ 82.17% |
$1.4M - $1.43M
|
60.5K
$1.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16.5KNew |
$843K - $862K
|
16.5K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
12.4K+ 25.28% |
$635K - $650K
|
61.5K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
7.67K+ 4.15% |
$392K - $401K
|
192K
$4.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.04K+ 37.97% |
$309K - $316K
|
22K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.01KNew |
$307K - $314K
|
6.01K
$133K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.87KNew |
$147K - $150K
|
2.87K
$63.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
1.43K+ 21.51% |
$72.9K - $74.6K
|
8.05K
$178K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.13KNew |
$57.9K - $59.3K
|
1.13K
$25K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06KNew |
$54.3K - $55.5K
|
1.06K
$23.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
908+ 12.02% |
$46.5K - $47.5K
|
8.46K
$187K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
507New |
$25.9K - $26.5K
|
507
$11.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
309New |
$15.8K - $16.2K
|
309
$6.82K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
255New |
$13.1K - $13.3K
|
255
$5.63K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
64+ 193.94% |
$3.28K - $3.35K
|
97
$2.14K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57+ 0.83% |
$2.92K - $2.98K
|
6.96K
$154K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
45New |
$2.3K - $2.36K
|
45
$993
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
40New |
$2.05K - $2.09K
|
40
$883
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4New |
$205 - $209
|
4
$88.3
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1- 0.05% |
$51.2 - $52.4
|
2.07K
$45.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-19- 4.34% |
$972 - $995
|
419
$9.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-89- 54.94% |
$4.56K - $4.66K
|
73
$1.61K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-136- 6.68% |
$6.96K - $7.12K
|
1.9K
$41.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
SELL
|
- |
-203- 3.09% |
$10.4K - $10.6K
|
6.37K
$141K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-275- 5.22% |
$14.1K - $14.4K
|
4.99K
$110K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-569- 11.57% |
$29.1K - $29.8K
|
4.35K
$95.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-600- 2.6% |
$30.7K - $31.4K
|
22.5K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-641- 28.6% |
$32.8K - $33.6K
|
1.6K
$35.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.03K- 10.63% |
$52.8K - $54K
|
8.67K
$191K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.44K- 23.04% |
$73.8K - $75.5K
|
4.82K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.62K- 18.51% |
$82.8K - $84.7K
|
7.12K
$157K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.89K- 23.01% |
$148K - $151K
|
9.66K
$213K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.49KClosed |
$179K - $183K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.97KClosed |
$203K - $208K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.08KClosed |
$209K - $213K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-4.47K- 29.91% |
$229K - $234K
|
10.5K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.59K- 25.05% |
$235K - $240K
|
13.7K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.08K- 38.34% |
$260K - $266K
|
8.17K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.65KClosed |
$289K - $296K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.85K- 32.61% |
$299K - $306K
|
12.1K
$267K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.81KClosed |
$349K - $357K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.23KClosed |
$370K - $379K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.37KClosed |
$377K - $386K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-23.4K- 61.33% |
$1.2M - $1.22M
|
14.8K
$326K
|