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 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.1K- 4.84% |
$824K - $909K
|
396K
$9.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.7K- 99.22% |
$849K - $937K
|
163
$3.71K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-30.9K- 63.83% |
$1.27M - $1.4M
|
17.5K
$399K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-32.4K- 20.09% |
$1.33M - $1.46M
|
129K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-47.9K- 81.2% |
$1.96M - $2.16M
|
11.1K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-181K- 90.6% |
$7.42M - $8.18M
|
18.8K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-296K- 96.19% |
$12.1M - $13.4M
|
11.7K
$267K
|