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 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8.82K+ 100.5% |
$194K - $407K
|
17.6K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.37K+ 150.09% |
$184K - $386K
|
14K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
8.01K+ 87.28% |
$176K - $370K
|
17.2K
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.8K+ 100.3% |
$172K - $360K
|
15.6K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.52K+ 84.66% |
$166K - $347K
|
16.4K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.28K+ 95.94% |
$160K - $336K
|
14.9K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.25K+ 88.86% |
$160K - $335K
|
15.4K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.09K+ 25.9% |
$156K - $327K
|
34.5K
$773K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.08K+ 69.58% |
$156K - $327K
|
17.3K
$387K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.69K+ 101.41% |
$147K - $309K
|
13.3K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.58K+ 103.3% |
$145K - $304K
|
13K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.58K+ 76.65% |
$145K - $304K
|
15.2K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$140K - $293K
|
6.34K
$142K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.34K+ 37.61% |
$140K - $292K
|
23.2K
$520K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.85K+ 100.0% |
$129K - $270K
|
11.7K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.62K+ 160.45% |
$124K - $259K
|
9.12K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.56K+ 123.98% |
$122K - $257K
|
10K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.55K+ 100.0% |
$122K - $256K
|
11.1K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.5K+ 7.62% |
$121K - $254K
|
77.6K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.22K+ 57.23% |
$115K - $241K
|
14.3K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.02K+ 226.42% |
$111K - $232K
|
7.24K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.57KNew |
$101K - $211K
|
4.57K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
4.27KNew |
$94.1K - $197K
|
4.27K
$96K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.24K+ 16.36% |
$93.4K - $196K
|
30.2K
$677K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4KNew |
$88K - $184K
|
4K
$89.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 136.5% |
$83K - $174K
|
6.53K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.42K+ 134.41% |
$75.4K - $158K
|
5.97K
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.3K+ 30.78% |
$72.7K - $152K
|
14K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.27K+ 60.86% |
$71.9K - $151K
|
8.63K
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.05K+ 2.52% |
$67.2K - $141K
|
124K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.82K+ 10.17% |
$62.2K - $130K
|
30.6K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 555.7% |
$54.7K - $115K
|
2.93K
$65.8K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.39K+ 100.0% |
$52.5K - $110K
|
4.77K
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 99.87% |
$50.1K - $105K
|
4.55K
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.99K+ 0.45% |
$43.9K - $92K
|
448K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.56K+ 100.0% |
$34.3K - $72K
|
3.12K
$70K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.45K+ 32.35% |
$32K - $67K
|
5.94K
$133K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 100.0% |
$26.3K - $55.1K
|
2.39K
$53.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.14K+ 101.06% |
$25.2K - $52.8K
|
2.27K
$51.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.05KNew |
$23.1K - $48.5K
|
1.05K
$23.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
924+ 177.69% |
$20.3K - $42.7K
|
1.44K
$32.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
858+ 3575.0% |
$18.9K - $39.6K
|
882
$19.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
856+ 486.36% |
$18.8K - $39.5K
|
1.03K
$23.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
840+ 100.0% |
$18.5K - $38.8K
|
1.68K
$37.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
791+ 345.41% |
$17.4K - $36.5K
|
1.02K
$22.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
749+ 100.0% |
$16.5K - $34.6K
|
1.5K
$33.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
690New |
$15.2K - $31.9K
|
690
$15.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
690+ 100.0% |
$15.2K - $31.9K
|
1.38K
$31K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
689+ 100.0% |
$15.2K - $31.8K
|
1.38K
$30.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
678+ 100.0% |
$14.9K - $31.3K
|
1.36K
$30.4K
|