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 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
36.8K+ 109.33% |
$810K - $1.7M
|
70.4K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36.7K+ 100.75% |
$807K - $1.69M
|
73K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
36.3K+ 129.52% |
$799K - $1.67M
|
64.3K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
36K+ 135.59% |
$794K - $1.66M
|
62.6K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
35.7K+ 96.67% |
$785K - $1.65M
|
72.5K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31.5K+ 110.91% |
$694K - $1.45M
|
59.9K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31.5KNew |
$694K - $1.45M
|
31.5K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 97.05% |
$651K - $1.36M
|
60K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
29.1K+ 91.93% |
$642K - $1.35M
|
60.8K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
27.8K+ 171.79% |
$612K - $1.28M
|
44K
$979K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.7K+ 130.84% |
$587K - $1.23M
|
47.1K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
26.6K+ 144.02% |
$587K - $1.23M
|
45.2K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
26.1K+ 554.43% |
$574K - $1.2M
|
30.8K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24.4K+ 161.3% |
$537K - $1.13M
|
39.5K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.1K+ 84.52% |
$530K - $1.11M
|
52.5K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.7K+ 123.71% |
$500K - $1.05M
|
41.1K
$915K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
20.8KNew |
$457K - $958K
|
20.8K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.2KNew |
$444K - $931K
|
20.2K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
19.5K+ 161.02% |
$430K - $902K
|
31.7K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19KNew |
$418K - $876K
|
19K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18.5K+ 103.29% |
$407K - $853K
|
36.4K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.8K+ 143.31% |
$391K - $820K
|
30.2K
$672K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17K+ 228.37% |
$374K - $784K
|
24.4K
$544K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15.6KNew |
$344K - $722K
|
15.6K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15KNew |
$331K - $694K
|
15K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15K+ 127.84% |
$331K - $694K
|
26.8K
$597K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
13.9K+ 146.09% |
$307K - $644K
|
23.5K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.8K+ 68.74% |
$304K - $638K
|
33.9K
$755K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
13.2KNew |
$290K - $609K
|
13.2K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
12.8K+ 100.0% |
$282K - $590K
|
25.6K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 92.4% |
$280K - $586K
|
26.4K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.6KNew |
$277K - $581K
|
12.6K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12K+ 97.35% |
$263K - $552K
|
24.2K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4KNew |
$252K - $528K
|
11.4K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.5KNew |
$232K - $485K
|
10.5K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
10.5KNew |
$230K - $483K
|
10.5K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$230K - $481K
|
10.4K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
10.2KNew |
$225K - $472K
|
10.2K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.2KNew |
$225K - $471K
|
10.2K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 100.0% |
$223K - $468K
|
20.3K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
10K+ 100.0% |
$220K - $462K
|
20K
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9.89K+ 107.62% |
$218K - $457K
|
19.1K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.84KNew |
$217K - $454K
|
9.84K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.64KNew |
$212K - $445K
|
9.64K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9.28K+ 39.87% |
$204K - $429K
|
32.6K
$725K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9.1KNew |
$200K - $420K
|
9.1K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.98K+ 293.46% |
$198K - $415K
|
12K
$268K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8.82K+ 100.5% |
$194K - $407K
|
17.6K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.37K+ 150.09% |
$184K - $386K
|
14K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
8.01K+ 87.28% |
$176K - $370K
|
17.2K
$383K
|