Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr 5 10 Yr C (SCHI)
This table provides information about the institutional ownership of Schwab Strategic Tr 5 10 Yr C (SCHI) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 5 -10 YR C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.99M+ 95.91% |
$87.9M - $184M
|
8.16M
$182M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.77M+ 101.05% |
$83.1M - $174M
|
7.51M
$167M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.47M+ 156.68% |
$76.4M - $160M
|
5.68M
$127M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.39MNew |
$52.6M - $110M
|
2.39M
$53.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
667K+ 161.27% |
$14.7M - $30.8M
|
1.08M
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
625KNew |
$13.8M - $28.9M
|
625K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
600K+ 135.41% |
$13.2M - $27.7M
|
1.04M
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
580K+ 100.85% |
$12.8M - $26.8M
|
1.16M
$25.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
555KNew |
$12.2M - $25.6M
|
555K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
536K+ 98.79% |
$11.8M - $24.8M
|
1.08M
$24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
418K+ 94.27% |
$9.21M - $19.3M
|
862K
$19.2M
|
|
|
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
$7.29M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
237K+ 92.92% |
$5.23M - $11M
|
493K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
211K+ 247.72% |
$4.64M - $9.72M
|
296K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210K+ 137.8% |
$4.63M - $9.7M
|
363K
$8.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
197K+ 80.25% |
$4.34M - $9.09M
|
442K
$9.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
180KNew |
$3.97M - $8.33M
|
180K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163K+ 110.09% |
$3.6M - $7.54M
|
312K
$6.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 178.46% |
$3.37M - $7.07M
|
239K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
141K+ 103.36% |
$3.11M - $6.52M
|
278K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141K+ 97.07% |
$3.1M - $6.51M
|
286K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
140K+ 575.78% |
$3.09M - $6.47M
|
165K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 77.26% |
$2.5M - $5.25M
|
261K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
114K+ 642.1% |
$2.5M - $5.25M
|
131K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 127.93% |
$2.43M - $5.1M
|
197K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
105K+ 202.13% |
$2.31M - $4.84M
|
157K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
99.5K+ 119.9% |
$2.19M - $4.59M
|
182K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
98K+ 30.28% |
$2.16M - $4.52M
|
422K
$9.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
93.5K+ 222.61% |
$2.06M - $4.32M
|
136K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
78.2KNew |
$1.72M - $3.61M
|
78.2K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.8KNew |
$1.6M - $3.36M
|
72.8K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71.3K+ 103.21% |
$1.57M - $3.29M
|
140K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
68.6K+ 218.48% |
$1.51M - $3.17M
|
100K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
68.2K+ 266.58% |
$1.5M - $3.15M
|
93.8K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.6K+ 168.12% |
$1.49M - $3.12M
|
108K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
66.4K+ 96.5% |
$1.46M - $3.07M
|
135K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
59.9K+ 90.15% |
$1.32M - $2.76M
|
126K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
57.8K+ 197.66% |
$1.27M - $2.67M
|
87.1K
$1.94M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
54.5K+ 114.4% |
$1.2M - $2.52M
|
102K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
53KNew |
$1.17M - $2.45M
|
53K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
51.9K+ 93.28% |
$1.14M - $2.4M
|
108K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
49K+ 237.2% |
$1.08M - $2.26M
|
69.7K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
47.7K+ 101.48% |
$1.05M - $2.2M
|
94.6K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
47.6K+ 162.71% |
$1.05M - $2.2M
|
76.9K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
45.3K+ 189.74% |
$998K - $2.09M
|
69.2K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.2KNew |
$995K - $2.09M
|
45.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
44.6K+ 391.03% |
$982K - $2.06M
|
56K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40.7K+ 22260.11% |
$897K - $1.88M
|
40.9K
$911K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40.4K+ 479.04% |
$889K - $1.86M
|
48.8K
$1.09M
|