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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.44K+ 84.43% |
$182K - $201K
|
9.7K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.34K+ 6.55% |
$178K - $196K
|
70.5K
$1.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.25KNew |
$174K - $192K
|
4.25K
$96.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.14K+ 85.98% |
$170K - $187K
|
8.96K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.99K+ 41.99% |
$164K - $180K
|
13.5K
$305K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.95K+ 15.46% |
$162K - $178K
|
29.5K
$666K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.71K+ 74.28% |
$152K - $167K
|
8.7K
$197K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.63K+ 38.92% |
$149K - $164K
|
12.9K
$293K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
3.51K+ 5.9% |
$144K - $158K
|
62.9K
$1.42M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.37K+ 6.59% |
$138K - $152K
|
54.5K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.13K+ 25.88% |
$128K - $141K
|
15.2K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.1K+ 4.1% |
$127K - $140K
|
78.5K
$1.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.01K+ 54.06% |
$123K - $136K
|
8.57K
$194K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.96K+ 99.06% |
$121K - $134K
|
5.96K
$135K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.8K+ 14.84% |
$115K - $127K
|
21.7K
$490K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.77K+ 12.95% |
$114K - $125K
|
24.2K
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.72KNew |
$111K - $123K
|
2.72K
$61.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
2.62K+ 9.59% |
$107K - $119K
|
30K
$677K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.31K+ 8.8% |
$94.5K - $104K
|
28.5K
$644K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.82K+ 12.5% |
$74.6K - $82.3K
|
16.4K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.67K+ 8.6% |
$68.2K - $75.2K
|
21K
$475K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.64K+ 24.08% |
$67.2K - $74.1K
|
8.46K
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 21.88% |
$61.8K - $68.2K
|
8.41K
$190K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.34K+ 39.74% |
$55.1K - $60.7K
|
4.73K
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.32K+ 25.22% |
$54.2K - $59.8K
|
6.57K
$149K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.27KNew |
$52K - $57.4K
|
1.27K
$28.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.17K+ 5.31% |
$47.7K - $52.6K
|
23.1K
$522K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.12KNew |
$45.8K - $50.5K
|
1.12K
$25.3K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
881+ 359.59% |
$36.1K - $39.8K
|
1.13K
$25.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
856+ 14.34% |
$35.1K - $38.7K
|
6.83K
$154K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
848+ 13.88% |
$34.7K - $38.3K
|
6.96K
$157K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
800+ 2.04% |
$32.8K - $36.1K
|
40K
$905K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
770New |
$31.5K - $34.8K
|
770
$17.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
647+ 4.11% |
$26.5K - $29.2K
|
16.4K
$370K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
596+ 8.84% |
$24.4K - $26.9K
|
7.34K
$166K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
584+ 1.68% |
$23.9K - $26.4K
|
35.4K
$800K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
526New |
$21.5K - $23.8K
|
526
$11.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
514+ 0.69% |
$21.1K - $23.2K
|
75.1K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
475+ 3.61% |
$19.5K - $21.5K
|
13.6K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
468+ 119.08% |
$19.2K - $21.1K
|
861
$19.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
460New |
$18.8K - $20.8K
|
460
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
457New |
$18.7K - $20.6K
|
457
$10.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
376New |
$15.4K - $17K
|
376
$8.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
364+ 0.83% |
$14.9K - $16.4K
|
44.3K
$1M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
334+ 2385.71% |
$13.7K - $15.1K
|
348
$7.86K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
325+ 5.69% |
$13.3K - $14.7K
|
6.03K
$136K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
276+ 707.69% |
$11.3K - $12.5K
|
315
$7.12K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
265+ 160.61% |
$10.9K - $12K
|
430
$9.72K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
263+ 2.71% |
$10.8K - $11.9K
|
9.95K
$225K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
260New |
$10.6K - $11.7K
|
260
$5.88K
|