Latest Institutional Purchases of Schwab Strategic Tr 5 10 Yr C (SCHI)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr 5 10 Yr C (SCHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
26.5K+ 9.55% |
$578K - $599K
|
304K
$6.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
17.6K+ 17.25% |
$384K - $397K
|
120K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.26KNew |
$202K - $209K
|
9.26K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.29K+ 12.03% |
$115K - $119K
|
49.2K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.7K+ 1.06% |
$102K - $106K
|
447K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.43KNew |
$96.4K - $99.9K
|
4.43K
$99.3K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
4.17K+ 13.55% |
$90.7K - $94K
|
34.9K
$783K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
877New |
$19.1K - $19.8K
|
877
$19.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
207+ 0.65% |
$4.51K - $4.67K
|
31.9K
$715K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
26New |
$566 - $587
|
26
$583
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
25+ 0.14% |
$544 - $564
|
17.6K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.31% |
$152 - $158
|
2.28K
$51.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
$21.8 - $22.6
|
1.05K
$23.6K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.99M+ 95.91% |
$87.9M - $184M
|
8.16M
$183M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.77M+ 101.05% |
$83.1M - $174M
|
7.51M
$168M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.47M+ 156.68% |
$76.4M - $160M
|
5.68M
$127M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.39MNew |
$52.6M - $110M
|
2.39M
$53.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
667K+ 161.27% |
$14.7M - $30.8M
|
1.08M
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
625KNew |
$13.8M - $28.9M
|
625K
$14M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
600K+ 135.41% |
$13.2M - $27.7M
|
1.04M
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
580K+ 100.85% |
$12.8M - $26.8M
|
1.16M
$25.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
555KNew |
$12.2M - $25.6M
|
555K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
536K+ 98.79% |
$11.8M - $24.8M
|
1.08M
$24.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
418K+ 94.27% |
$9.21M - $19.3M
|
862K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
415K+ 251.52% |
$9.14M - $19.2M
|
580K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
327KNew |
$7.21M - $15.1M
|
327K
$7.34M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
237K+ 92.92% |
$5.23M - $11M
|
493K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
211K+ 247.72% |
$4.64M - $9.72M
|
296K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210K+ 137.8% |
$4.63M - $9.7M
|
363K
$8.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
180KNew |
$3.97M - $8.33M
|
180K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163K+ 110.09% |
$3.6M - $7.54M
|
312K
$6.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 178.46% |
$3.37M - $7.07M
|
239K
$5.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141K+ 97.07% |
$3.1M - $6.51M
|
286K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
140K+ 575.78% |
$3.09M - $6.47M
|
165K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 77.26% |
$2.5M - $5.25M
|
261K
$5.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
114K+ 642.1% |
$2.5M - $5.25M
|
131K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 127.93% |
$2.43M - $5.1M
|
197K
$4.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
105K+ 202.13% |
$2.31M - $4.84M
|
157K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
99.5K+ 119.9% |
$2.19M - $4.59M
|
182K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
98K+ 30.28% |
$2.16M - $4.52M
|
422K
$9.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
93.5K+ 222.61% |
$2.06M - $4.32M
|
136K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
78.2KNew |
$1.72M - $3.61M
|
78.2K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.8KNew |
$1.6M - $3.36M
|
72.8K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
68.6K+ 218.48% |
$1.51M - $3.17M
|
100K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
68.2K+ 266.58% |
$1.5M - $3.15M
|
93.8K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.6K+ 168.12% |
$1.49M - $3.12M
|
108K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
66.4K+ 96.5% |
$1.46M - $3.07M
|
135K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
59.9K+ 90.15% |
$1.32M - $2.76M
|
126K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
57.8K+ 197.66% |
$1.27M - $2.67M
|
87.1K
$1.95M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
55.5K+ 39.29% |
$1.22M - $2.56M
|
197K
$4.41M
|
|