Schwab Strategic Tr 5 10 Yr C SCHI

SCHI Quotes by TradingView
Institutional shares held 41.8 Million
0 calls
0 puts
Total value of holdings $937M
$0 calls
$0 puts
# of Institutions 222

Quarterly Institutional Activity in SCHI

Shares Bought
Shares Sold
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Top Institutions Holding SCHI

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Latest Institutional Activity in SCHI

Top Purchases

Q1 2025
Kaizen Financial Strategies Shares Held: 304K ($6.82M)
26.5K Shares purchased
9.55% Added
Q1 2025
Bank Of New Hampshire Shares Held: 120K ($2.68M)
17.6K Shares purchased
17.25% Added
Q1 2025
Capital Investment Advisors, LLC Shares Held: 9.26K ($208K)
9.26K Shares purchased
New Holding
Q1 2025
Integral Investment Advisors, Inc. Shares Held: 49.2K ($1.1M)
5.29K Shares purchased
12.03% Added
Q1 2025
Charles Schwab Trust CO Shares Held: 447K ($10M)
4.7K Shares purchased
1.06% Added
View All Buyers

Top Sells

Q1 2025
Transform Wealth, LLC Shares Held: 33.4K ($749K)
27.4K Shares sold
45.07% Reduced
Q1 2025
Signet Financial Management, LLC Shares Held: 126K ($2.83M)
14.1K Shares sold
10.07% Reduced
Q1 2025
Gamma Investing LLC Shares Held: 91 ($2.04K)
1.95K Shares sold
95.55% Reduced
Q1 2025
Joule Financial, LLC Shares Held: 25.3K ($568K)
257 Shares sold
1.0% Reduced
Q1 2025
Selective Wealth Management, Inc. Shares Held: 15.4K ($346K)
168 Shares sold
1.08% Reduced
View All Sellers

About SCHI

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SCHI Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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