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 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.84KNew |
$217K - $454K
|
9.84K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.64KNew |
$212K - $445K
|
9.64K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9.28K+ 39.87% |
$204K - $429K
|
32.6K
$722K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.98K+ 293.46% |
$198K - $415K
|
12K
$267K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8.82K+ 100.5% |
$194K - $407K
|
17.6K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.37K+ 150.09% |
$184K - $386K
|
14K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
8.01K+ 87.28% |
$176K - $370K
|
17.2K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.8K+ 100.3% |
$172K - $360K
|
15.6K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.52K+ 84.66% |
$166K - $347K
|
16.4K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.25K+ 88.86% |
$160K - $335K
|
15.4K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.08K+ 69.58% |
$156K - $327K
|
17.3K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.69K+ 101.41% |
$147K - $309K
|
13.3K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.58K+ 103.3% |
$145K - $304K
|
13K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.58K+ 76.65% |
$145K - $304K
|
15.2K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.85K+ 100.0% |
$129K - $270K
|
11.7K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.56K+ 123.98% |
$122K - $257K
|
10K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.5K+ 7.62% |
$121K - $254K
|
77.6K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.02K+ 226.42% |
$111K - $232K
|
7.24K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.57KNew |
$101K - $211K
|
4.57K
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.24K+ 16.36% |
$93.4K - $196K
|
30.2K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4KNew |
$88K - $184K
|
4K
$88.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.3K+ 30.78% |
$72.7K - $152K
|
14K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.05K+ 2.52% |
$67.2K - $141K
|
124K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 555.7% |
$54.7K - $115K
|
2.93K
$65K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.39K+ 100.0% |
$52.5K - $110K
|
4.77K
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 99.87% |
$50.1K - $105K
|
4.55K
$101K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.99K+ 0.45% |
$43.9K - $92K
|
448K
$9.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.56K+ 100.0% |
$34.3K - $72K
|
3.12K
$69.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.45K+ 32.35% |
$32K - $67K
|
5.94K
$132K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 100.0% |
$26.3K - $55.1K
|
2.39K
$52.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.14K+ 101.06% |
$25.2K - $52.8K
|
2.27K
$50.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.05KNew |
$23.1K - $48.5K
|
1.05K
$23.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
924+ 177.69% |
$20.3K - $42.7K
|
1.44K
$32K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
856+ 486.36% |
$18.8K - $39.5K
|
1.03K
$22.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
840+ 100.0% |
$18.5K - $38.8K
|
1.68K
$37.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
791+ 345.41% |
$17.4K - $36.5K
|
1.02K
$22.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
749+ 100.0% |
$16.5K - $34.6K
|
1.5K
$33.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
690+ 100.0% |
$15.2K - $31.9K
|
1.38K
$30.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
689+ 100.0% |
$15.2K - $31.8K
|
1.38K
$30.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
678+ 100.0% |
$14.9K - $31.3K
|
1.36K
$30K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
660New |
$14.5K - $30.5K
|
660
$14.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
634+ 100.0% |
$14K - $29.3K
|
1.27K
$28.1K
|
|
|
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
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
558+ 100.0% |
$12.3K - $25.8K
|
1.12K
$24.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
538New |
$11.8K - $24.8K
|
538
$11.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
531+ 100.0% |
$11.7K - $24.5K
|
1.06K
$23.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
485+ 100.0% |
$10.7K - $22.4K
|
970
$21.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
456+ 99.78% |
$10K - $21K
|
913
$20.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
419New |
$9.23K - $19.3K
|
419
$9.29K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
308New |
$6.78K - $14.2K
|
308
$6.83K
|