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 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
74+ 112.12% |
$1.63K - $3.42K
|
140
$3.11K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
58+ 30.21% |
$1.28K - $2.68K
|
250
$5.55K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40+ 97.56% |
$881 - $1.85K
|
81
$1.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26New |
$573 - $1.2K
|
26
$577
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
18+ 100.0% |
$396 - $831
|
36
$798
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18New |
$396 - $831
|
18
$399
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
16New |
$352 - $739
|
16
$355
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
151K+ 111.57% |
$6.6M - $6.99M
|
286K
$6.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
141K+ 14.39% |
$6.18M - $6.54M
|
1.12M
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
78.9KNew |
$3.45M - $3.65M
|
78.9K
$1.75M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56.3K+ 66.19% |
$2.46M - $2.61M
|
141K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38K+ 7.53% |
$1.66M - $1.76M
|
543K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27K+ 117.85% |
$1.18M - $1.25M
|
49.9K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.3KNew |
$1.06M - $1.13M
|
24.3K
$540K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$774K - $819K
|
17.7K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.4K+ 12.87% |
$760K - $805K
|
152K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 148.21% |
$480K - $508K
|
18.4K
$407K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 5.67% |
$473K - $501K
|
202K
$4.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 9.94% |
$464K - $491K
|
117K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.62K+ 52.98% |
$421K - $445K
|
27.8K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.01K+ 185.35% |
$394K - $417K
|
13.9K
$308K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.28KNew |
$275K - $291K
|
6.28K
$139K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6.07K+ 4.65% |
$266K - $281K
|
137K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.67KNew |
$248K - $262K
|
5.67K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.35K+ 23.64% |
$234K - $248K
|
28K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.29K+ 53.79% |
$231K - $245K
|
15.1K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.46KNew |
$195K - $207K
|
4.46K
$99K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.35KNew |
$190K - $201K
|
4.35K
$96.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.29K+ 5.22% |
$187K - $198K
|
86.4K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.05K+ 6.14% |
$177K - $187K
|
70K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.02K+ 7.86% |
$132K - $140K
|
41.4K
$919K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.01K+ 10.29% |
$132K - $139K
|
32.3K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.69K+ 3.22% |
$118K - $125K
|
86.4K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.36K+ 14.58% |
$103K - $109K
|
18.5K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.29K+ 33.58% |
$100K - $106K
|
9.12K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.98K+ 8995.45% |
$86.5K - $91.6K
|
2K
$44.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68K+ 15.64% |
$73.3K - $77.6K
|
12.4K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 9.83% |
$48.1K - $51K
|
12.3K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
996+ 56.4% |
$43.6K - $46.1K
|
2.76K
$61.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
959New |
$41.9K - $44.4K
|
959
$21.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
429New |
$18.8K - $19.9K
|
429
$9.52K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
427New |
$18.7K - $19.8K
|
427
$9.47K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
408New |
$17.8K - $18.9K
|
408
$9.05K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
393New |
$17.2K - $18.2K
|
393
$8.72K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
330+ 1178.57% |
$14.4K - $15.3K
|
358
$7.94K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
281New |
$12.3K - $13K
|
281
$6.23K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
234New |
$10.2K - $10.8K
|
234
$5.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
117New |
$5.12K - $5.42K
|
117
$2.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 71.43% |
$219 - $231
|
12
$266
|
|