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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.47M+ 156.68% |
$76.4M - $160M
|
5.68M
$126M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.39MNew |
$52.6M - $110M
|
2.39M
$52.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
667K+ 161.27% |
$14.7M - $30.8M
|
1.08M
$23.9M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
600K+ 135.41% |
$13.2M - $27.7M
|
1.04M
$23.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
555KNew |
$12.2M - $25.6M
|
555K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
418K+ 94.27% |
$9.21M - $19.3M
|
862K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
415K+ 251.52% |
$9.14M - $19.2M
|
580K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
327KNew |
$7.21M - $15.1M
|
327K
$7.25M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
237K+ 92.92% |
$5.23M - $11M
|
493K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
197K+ 80.25% |
$4.34M - $9.09M
|
442K
$9.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141K+ 97.07% |
$3.1M - $6.51M
|
286K
$6.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
114K+ 642.1% |
$2.5M - $5.25M
|
131K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
105K+ 202.13% |
$2.31M - $4.84M
|
157K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
98K+ 30.28% |
$2.16M - $4.52M
|
422K
$9.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
93.5K+ 222.61% |
$2.06M - $4.32M
|
136K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
78.2KNew |
$1.72M - $3.61M
|
78.2K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.8KNew |
$1.6M - $3.36M
|
72.8K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71.3K+ 103.21% |
$1.57M - $3.29M
|
140K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
68.6K+ 218.48% |
$1.51M - $3.17M
|
100K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.6K+ 168.12% |
$1.49M - $3.12M
|
108K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
66.4K+ 96.5% |
$1.46M - $3.07M
|
135K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
59.9K+ 90.15% |
$1.32M - $2.76M
|
126K
$2.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
54.5K+ 114.4% |
$1.2M - $2.52M
|
102K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
51.9K+ 93.28% |
$1.14M - $2.4M
|
108K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
47.7K+ 101.48% |
$1.05M - $2.2M
|
94.6K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
45.3K+ 189.74% |
$998K - $2.09M
|
69.2K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36.7K+ 100.75% |
$807K - $1.69M
|
73K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
36K+ 135.59% |
$794K - $1.66M
|
62.6K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
35.7K+ 96.67% |
$785K - $1.65M
|
72.5K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31.5KNew |
$694K - $1.45M
|
31.5K
$698K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
29.1K+ 91.93% |
$642K - $1.35M
|
60.8K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
27.8K+ 171.79% |
$612K - $1.28M
|
44K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.7K+ 130.84% |
$587K - $1.23M
|
47.1K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
26.1K+ 554.43% |
$574K - $1.2M
|
30.8K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
19.5K+ 161.02% |
$430K - $902K
|
31.7K
$702K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19KNew |
$418K - $876K
|
19K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18.5K+ 103.29% |
$407K - $853K
|
36.4K
$806K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15.6KNew |
$344K - $722K
|
15.6K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
13.9K+ 146.09% |
$307K - $644K
|
23.5K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
13.2KNew |
$290K - $609K
|
13.2K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
12.8K+ 100.0% |
$282K - $590K
|
25.6K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 92.4% |
$280K - $586K
|
26.4K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.6KNew |
$277K - $581K
|
12.6K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12K+ 97.35% |
$263K - $552K
|
24.2K
$537K
|
|
|
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
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
10.5KNew |
$230K - $483K
|
10.5K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$230K - $481K
|
10.4K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.2KNew |
$225K - $471K
|
10.2K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 100.0% |
$223K - $468K
|
20.3K
$449K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9.89K+ 107.62% |
$218K - $457K
|
19.1K
$423K
|