Latest Institutional Transactions on Schwab Strategic Tr 5 10 Yr C (SCHI)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 5 10 Yr C (SCHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
36K+ 135.59% |
$794K - $1.66M
|
62.6K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
114K+ 642.1% |
$2.5M - $5.25M
|
131K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.39MNew |
$52.6M - $110M
|
2.39M
$53.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
456+ 99.78% |
$10K - $21K
|
913
$20.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
58+ 30.21% |
$1.28K - $2.68K
|
250
$5.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
667K+ 161.27% |
$14.7M - $30.8M
|
1.08M
$24M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18New |
$396 - $831
|
18
$400
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
856+ 486.36% |
$18.8K - $39.5K
|
1.03K
$22.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
112+ 100.0% |
$2.47K - $5.17K
|
224
$4.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.2KNew |
$225K - $471K
|
10.2K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.03K- 67.9% |
$155K - $324K
|
3.32K
$73.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.45K+ 32.35% |
$32K - $67K
|
5.94K
$132K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
59.9K+ 90.15% |
$1.32M - $2.76M
|
126K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
121+ 100.0% |
$2.66K - $5.59K
|
242
$5.38K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.99K+ 0.45% |
$43.9K - $92K
|
448K
$9.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9.89K+ 107.62% |
$218K - $457K
|
19.1K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
47.7K+ 101.48% |
$1.05M - $2.2M
|
94.6K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.69K+ 101.41% |
$147K - $309K
|
13.3K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
117+ 100.0% |
$2.58K - $5.4K
|
234
$5.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
27.8K+ 171.79% |
$612K - $1.28M
|
44K
$977K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
98K+ 30.28% |
$2.16M - $4.52M
|
422K
$9.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
19.5K+ 161.02% |
$430K - $902K
|
31.7K
$704K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141K+ 97.07% |
$3.1M - $6.51M
|
286K
$6.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15.6KNew |
$344K - $722K
|
15.6K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
16New |
$352 - $739
|
16
$356
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
237K+ 92.92% |
$5.23M - $11M
|
493K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
221+ 37.14% |
$4.87K - $10.2K
|
816
$18.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.5K+ 7.62% |
$121K - $254K
|
77.6K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.47M+ 156.68% |
$76.4M - $160M
|
5.68M
$126M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48.3K- 98.96% |
$1.06M - $2.23M
|
506
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19KNew |
$418K - $876K
|
19K
$422K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
118New |
$2.6K - $5.45K
|
118
$2.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-500- 26.1% |
$11K - $23.1K
|
1.42K
$31.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.02K+ 226.42% |
$111K - $232K
|
7.24K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 100.0% |
$223K - $468K
|
20.3K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.58K+ 103.3% |
$145K - $304K
|
13K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26New |
$573 - $1.2K
|
26
$578
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.5KNew |
$232K - $485K
|
10.5K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
634+ 100.0% |
$14K - $29.3K
|
1.27K
$28.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
608New |
$13.4K - $28.1K
|
608
$13.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
51.9K+ 93.28% |
$1.14M - $2.4M
|
108K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
415K+ 251.52% |
$9.14M - $19.2M
|
580K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.8KNew |
$1.6M - $3.36M
|
72.8K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
111+ 217.65% |
$2.44K - $5.12K
|
162
$3.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
558+ 100.0% |
$12.3K - $25.8K
|
1.12K
$24.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
66.4K+ 96.5% |
$1.46M - $3.07M
|
135K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
485+ 100.0% |
$10.7K - $22.4K
|
970
$21.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.56K+ 123.98% |
$122K - $257K
|
10K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12K+ 97.35% |
$263K - $552K
|
24.2K
$539K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
690+ 100.0% |
$15.2K - $31.9K
|
1.38K
$30.7K
|