Purchases and Sales Made in Q4 2023 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 2023. 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 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
6.42M+ 6.31% |
$263M - $290M
|
108M
$2.44B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
471K+ 3510.64% |
$19.3M - $21.3M
|
485K
$10.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
342KNew |
$14M - $15.4M
|
342K
$7.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
292K+ 5.72% |
$11.9M - $13.2M
|
5.39M
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
154K+ 76.79% |
$6.3M - $6.95M
|
354K
$7.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116K+ 11465.62% |
$4.77M - $5.26M
|
117K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
103K+ 32804.15% |
$4.21M - $4.64M
|
103K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
95.9K+ 48.1% |
$3.93M - $4.33M
|
295K
$6.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
52.1KNew |
$2.13M - $2.35M
|
52.1K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.8K+ 185.54% |
$1.96M - $2.16M
|
73.6K
$1.66M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
43.9KNew |
$1.8M - $1.98M
|
43.9K
$989K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.5KNew |
$1.41M - $1.56M
|
34.5K
$776K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
33.7K+ 64.95% |
$1.38M - $1.52M
|
85.5K
$1.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30.6K+ 105.9% |
$1.25M - $1.38M
|
59.4K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.9K+ 29.66% |
$1.23M - $1.35M
|
131K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26KNew |
$1.06M - $1.17M
|
26K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
22.3KNew |
$912K - $1.01M
|
22.3K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
17.5K+ 350.39% |
$718K - $792K
|
22.5K
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15.4K+ 12.43% |
$630K - $695K
|
139K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.7KNew |
$600K - $662K
|
14.7K
$330K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
14.6K+ 114.86% |
$597K - $658K
|
27.3K
$614K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.4K+ 14.53% |
$547K - $604K
|
105K
$2.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
12.5KNew |
$512K - $565K
|
12.5K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12KNew |
$491K - $542K
|
12K
$270K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11.9KNew |
$489K - $539K
|
11.9K
$269K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
11.3KNew |
$463K - $511K
|
11.3K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$437K - $481K
|
10.7K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
10.5KNew |
$430K - $474K
|
10.5K
$236K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
9.83KNew |
$403K - $444K
|
9.83K
$221K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.82K+ 74.9% |
$402K - $443K
|
22.9K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.79KNew |
$401K - $442K
|
9.79K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.6KNew |
$393K - $434K
|
9.6K
$216K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
9.54KNew |
$391K - $431K
|
9.54K
$215K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.5KNew |
$389K - $429K
|
9.5K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
9.06KNew |
$371K - $409K
|
9.06K
$204K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.83K+ 105.85% |
$321K - $354K
|
15.2K
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.51KNew |
$308K - $339K
|
7.51K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.21K+ 72.7% |
$295K - $326K
|
17.1K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.14K+ 101.8% |
$292K - $322K
|
14.1K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.12K+ 58.88% |
$292K - $322K
|
19.2K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.2K+ 72.94% |
$254K - $280K
|
14.7K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.08KNew |
$249K - $275K
|
6.08K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.94KNew |
$243K - $268K
|
5.94K
$134K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.69K+ 9.71% |
$233K - $257K
|
64.3K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.34KNew |
$219K - $241K
|
5.34K
$120K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.32K+ 52.27% |
$218K - $240K
|
15.5K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.08K+ 77.71% |
$208K - $229K
|
11.6K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
5K+ 1.64% |
$205K - $226K
|
311K
$7M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.58K+ 3.52% |
$188K - $207K
|
135K
$3.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.5K+ 8.92% |
$184K - $203K
|
55K
$1.24M
|