Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
92.8K+ 132.25% |
$3.8M - $4.12M
|
163K
$3.6M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
78.1KNew |
$3.2M - $3.46M
|
78.1K
$1.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
37.3KNew |
$1.53M - $1.66M
|
37.3K
$824K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
31.7KNew |
$1.3M - $1.4M
|
31.7K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3KNew |
$1.08M - $1.17M
|
26.3K
$580K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$1.08M - $1.16M
|
26.3K
$580K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
10.7K+ 3.89% |
$440K - $476K
|
287K
$6.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.8K+ 253.94% |
$401K - $434K
|
13.7K
$302K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.11KNew |
$332K - $359K
|
8.11K
$179K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.51KNew |
$308K - $333K
|
7.51K
$166K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.47K+ 29.43% |
$101K - $109K
|
10.9K
$240K
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.56KNew |
$63.9K - $69.1K
|
1.56K
$34.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
816+ 100.0% |
$33.4K - $36.2K
|
1.63K
$36K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
352New |
$14.4K - $15.6K
|
352
$7.77K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
301New |
$12.3K - $13.3K
|
301
$6.64K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
296New |
$12.1K - $13.1K
|
296
$6.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
202+ 1.51% |
$8.27K - $8.95K
|
13.6K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 7.14% |
$6.14K - $6.65K
|
2.25K
$49.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
140+ 2.71% |
$5.73K - $6.2K
|
5.31K
$117K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
116New |
$4.75K - $5.14K
|
116
$2.56K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
91New |
$3.73K - $4.03K
|
91
$2.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
90+ 39.13% |
$3.69K - $3.99K
|
320
$7.06K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55New |
$2.25K - $2.44K
|
55
$1.21K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.07% |
$246 - $266
|
8.04K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2New |
$81.9 - $88.6
|
2
$44.1
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 1.18% |
$81.9 - $88.6
|
172
$3.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.44% |
$41 - $44.3
|
226
$4.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 57.14% |
$983 - $1.06K
|
18
$397
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.01% |
$1.27K - $1.37K
|
213K
$4.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-153- 2.87% |
$6.27K - $6.78K
|
5.18K
$114K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-199- 19.23% |
$8.15K - $8.82K
|
836
$18.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-261- 3.41% |
$10.7K - $11.6K
|
7.39K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-344- 3.68% |
$14.1K - $15.2K
|
9.02K
$199K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-419- 5.82% |
$17.2K - $18.6K
|
6.78K
$150K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-551- 57.04% |
$22.6K - $24.4K
|
415
$9.16K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-590- 16.36% |
$24.2K - $26.1K
|
3.02K
$66.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-629- 2.6% |
$25.8K - $27.9K
|
23.6K
$520K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-793- 20.92% |
$32.5K - $35.1K
|
3K
$66.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-801- 27.13% |
$32.8K - $35.5K
|
2.15K
$47.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-954- 15.44% |
$39.1K - $42.3K
|
5.23K
$115K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-961Closed |
$39.4K - $42.6K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.55K- 31.46% |
$63.6K - $68.8K
|
3.38K
$74.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.75K- 19.44% |
$71.7K - $77.6K
|
7.25K
$160K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.78K- 57.95% |
$72.8K - $78.8K
|
1.29K
$28.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2.22K- 29.07% |
$90.7K - $98.2K
|
5.41K
$119K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.16K- 76.7% |
$252K - $273K
|
1.87K
$41.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.8K- 54.81% |
$1.26M - $1.36M
|
25.4K
$560K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
SELL
|
- |
-62.6K- 55.4% |
$2.56M - $2.77M
|
50.4K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-181K- 72.32% |
$7.41M - $8.02M
|
69.2K
$1.53M
|