Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-123- 69.1% |
$5.04K - $5.56K
|
55
$1.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 0.89% |
$451 - $497
|
1.22K
$27.1K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.95K- 25.13% |
$81.9K - $85.9K
|
5.79K
$128K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 5.73% |
$49.1K - $51.5K
|
19.2K
$425K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-195- 2.59% |
$8.51K - $8.79K
|
7.35K
$163K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-163- 2.17% |
$7.11K - $7.34K
|
7.35K
$163K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27- 2.09% |
$1.16K - $1.22K
|
1.26K
$28K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2.22K- 29.07% |
$90.7K - $98.2K
|
5.41K
$120K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.75K- 19.44% |
$71.7K - $77.6K
|
7.25K
$161K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-961Closed |
$39.4K - $42.6K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-153- 2.87% |
$6.27K - $6.78K
|
5.18K
$115K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-37.8K- 70.69% |
$1.57M - $1.74M
|
15.7K
$347K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-4.79KClosed |
$208K - $229K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.39K- 45.78% |
$191K - $210K
|
5.2K
$115K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-489- 9.81% |
$21.3K - $23.4K
|
4.5K
$99.7K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-14.8KClosed |
$698K - $758K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-45Closed |
$2.13K - $2.31K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.23KClosed |
$370K - $379K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.08KClosed |
$209K - $213K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.49KClosed |
$179K - $183K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.38KClosed |
$228K - $233K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42.9KClosed |
$2.2M - $2.26M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$626K - $641K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.9KClosed |
$559K - $573K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
SELL
|
- |
-8.92KClosed |
$457K - $469K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.52KClosed |
$386K - $395K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.8KClosed |
$298K - $305K
|
0
$0
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.8KClosed |
$246K - $252K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.73KClosed |
$242K - $248K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-1.23KClosed |
$63K - $64.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-169Closed |
$8.67K - $8.88K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-265Closed |
$13.9K - $14.2K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$5.23K - $5.35K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-86Closed |
$4.06K - $4.51K
|
0
$0
|
|