Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr 5 10 Yr C (SCHI)

SCHI Quotes by TradingView

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
Life Planning Partners, Inc

BUY
 -
260
New
$10.6K - $11.7K
260 $5.79K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
180
New
$7.37K - $8.13K
180 $4.01K
Feb 12, 2024 Q4 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
173
New
$7.09K - $7.81K
173 $3.85K
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
134
New
$5.49K - $6.05K
134 $2.98K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
134
+ 95.71%
$5.49K - $6.05K
274 $6.1K
Feb 14, 2024 Q4 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
132
+ 1.66%
$5.41K - $5.96K
8.11K $181K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
119
+ 116.67%
$4.87K - $5.38K
221 $4.92K
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

BUY
 -
113
+ 0.97%
$4.63K - $5.1K
11.8K $263K
Jan 25, 2024 Q4 2023
Bristlecone Advisors, LLC

BUY
 -
110
+ 1.72%
$4.51K - $4.97K
6.52K $145K
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
100
New
$4.1K - $4.52K
100 $2.23K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
56
New
$2.29K - $2.53K
56 $1.25K
Feb 09, 2024 Q4 2023
Motco

BUY
 -
54
New
$2.21K - $2.44K
54 $1.2K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
50
+ 6.79%
$2.05K - $2.26K
786 $17.5K
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

BUY
 -
48
+ 0.47%
$1.97K - $2.17K
10.2K $227K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
47
+ 22.71%
$1.93K - $2.12K
254 $5.66K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
38
+ 6.81%
$1.56K - $1.72K
596 $13.3K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
37
New
$1.52K - $1.67K
37 $824
Jan 03, 2024 Q4 2023
Fc Advisory LLC

BUY
 -
22
+ 0.25%
$901 - $994
8.73K $194K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
21
New
$860 - $949
21 $468
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
6
+ 0.37%
$246 - $271
1.61K $35.9K
Jan 19, 2024 Q4 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
5
+ 18.52%
$205 - $226
32 $713
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 1.82%
$81.9 - $90.3
112 $2.49K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
2
New
$81.9 - $90.3
2 $44.5
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

BUY
 -
1
+ 1.54%
$41 - $45.2
66 $1.47K
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
SELL
 -
-10
- 8.26%
$410 - $452
111 $2.47K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-11
- 0.89%
$451 - $497
1.22K $27.2K
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-82
- 1.56%
$3.36K - $3.7K
5.19K $116K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
SELL
 -
-123
- 69.1%
$5.04K - $5.56K
55 $1.22K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-134
- 18.85%
$5.49K - $6.05K
577 $12.8K
Jan 30, 2024 Q4 2023
North Crest Asset Manangement, LLC

SELL
 -
-146
- 0.51%
$5.98K - $6.59K
28.5K $636K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

SELL
 -
-183
- 3.23%
$7.5K - $8.27K
5.49K $122K
Jan 30, 2024 Q4 2023
Decision Point Financial, LLC

Mesa, AZ
SELL
 -
-303
- 0.38%
$12.4K - $13.7K
78.5K $1.75M
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-314
- 83.73%
$12.9K - $14.2K
61 $1.36K
Feb 13, 2024 Q4 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-322
- 2.82%
$13.2K - $14.5K
11.1K $247K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-329
- 5.48%
$13.5K - $14.9K
5.68K $126K
Jan 29, 2024 Q4 2023
Citizens National Bank Trust Department

SELL
 -
-380
- 0.73%
$15.6K - $17.2K
51.8K $1.15M
Jan 26, 2024 Q4 2023
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
SELL
 -
-538
- 25.66%
$22K - $24.3K
1.56K $34.7K
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
SELL
 -
-1.36K
- 20.36%
$55.5K - $61.3K
5.3K $118K
Jan 16, 2024 Q4 2023
Bangor Savings Bank

Bangor, ME
SELL
 -
-1.46K
- 54.11%
$59.6K - $65.7K
1.23K $27.5K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-1.86K
- 30.38%
$76.3K - $84.1K
4.27K $95K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
SELL
 -
-2.31K
- 62.48%
$94.5K - $104K
1.39K $30.9K
Feb 09, 2024 Q4 2023
Ubs Group Ag

SELL
 -
-2.6K
- 86.44%
$107K - $117K
408 $9.09K
Feb 06, 2024 Q4 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-3.14K
- 87.26%
$128K - $142K
458 $10.2K
Jan 31, 2024 Q4 2023
West Hill Financial Advisors, Inc.

SELL
 -
-3.67K
- 1.55%
$150K - $166K
234K $5.2M
Jan 25, 2024 Q4 2023
Sequoia Financial Advisors, LLC

SELL
 -
-4.61K
- 33.99%
$189K - $208K
8.96K $200K
Feb 12, 2024 Q4 2023
Adams Wealth Management

SELL
 -
-6.25K
- 27.55%
$256K - $282K
16.4K $366K
Feb 12, 2024 Q4 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-20.1K
- 38.85%
$822K - $907K
31.6K $703K
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-20.1K
- 4.84%
$824K - $909K
396K $8.82M
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-20.7K
- 99.22%
$849K - $937K
163 $3.63K

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