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 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.69K+ 101.41% |
$147K - $309K
|
13.3K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.58K+ 103.3% |
$145K - $304K
|
13K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.58K+ 76.65% |
$145K - $304K
|
15.2K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$140K - $293K
|
6.34K
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.34K+ 37.61% |
$140K - $292K
|
23.2K
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.85K+ 100.0% |
$129K - $270K
|
11.7K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.62K+ 160.45% |
$124K - $259K
|
9.12K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.56K+ 123.98% |
$122K - $257K
|
10K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.55K+ 100.0% |
$122K - $256K
|
11.1K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.5K+ 7.62% |
$121K - $254K
|
77.6K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.22K+ 57.23% |
$115K - $241K
|
14.3K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.02K+ 226.42% |
$111K - $232K
|
7.24K
$161K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.57KNew |
$101K - $211K
|
4.57K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
4.27KNew |
$94.1K - $197K
|
4.27K
$94.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.24K+ 16.36% |
$93.4K - $196K
|
30.2K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4KNew |
$88K - $184K
|
4K
$88.6K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.42K+ 134.41% |
$75.4K - $158K
|
5.97K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.3K+ 30.78% |
$72.7K - $152K
|
14K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.27K+ 60.86% |
$71.9K - $151K
|
8.63K
$191K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.05K+ 2.52% |
$67.2K - $141K
|
124K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 555.7% |
$54.7K - $115K
|
2.93K
$65K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.39K+ 100.0% |
$52.5K - $110K
|
4.77K
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 99.87% |
$50.1K - $105K
|
4.55K
$101K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.99K+ 0.45% |
$43.9K - $92K
|
448K
$9.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.85K+ 16.65% |
$40.7K - $85.4K
|
13K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.56K+ 100.0% |
$34.3K - $72K
|
3.12K
$69.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.45K+ 32.35% |
$32K - $67K
|
5.94K
$132K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 100.0% |
$26.3K - $55.1K
|
2.39K
$52.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.14K+ 101.06% |
$25.2K - $52.8K
|
2.27K
$50.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.05KNew |
$23.1K - $48.5K
|
1.05K
$23.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
924+ 177.69% |
$20.3K - $42.7K
|
1.44K
$32K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
858+ 3575.0% |
$18.9K - $39.6K
|
882
$19.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
856+ 486.36% |
$18.8K - $39.5K
|
1.03K
$22.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
840+ 100.0% |
$18.5K - $38.8K
|
1.68K
$37.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
791+ 345.41% |
$17.4K - $36.5K
|
1.02K
$22.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
749+ 100.0% |
$16.5K - $34.6K
|
1.5K
$33.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
690New |
$15.2K - $31.9K
|
690
$15.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
690+ 100.0% |
$15.2K - $31.9K
|
1.38K
$30.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
689+ 100.0% |
$15.2K - $31.8K
|
1.38K
$30.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
678+ 100.0% |
$14.9K - $31.3K
|
1.36K
$30.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
660New |
$14.5K - $30.5K
|
660
$14.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
634+ 100.0% |
$14K - $29.3K
|
1.27K
$28.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
608New |
$13.4K - $28.1K
|
608
$13.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
558+ 100.0% |
$12.3K - $25.8K
|
1.12K
$24.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
544+ 161.9% |
$12K - $25.1K
|
880
$19.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
538New |
$11.8K - $24.8K
|
538
$11.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
531+ 100.0% |
$11.7K - $24.5K
|
1.06K
$23.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
485+ 100.0% |
$10.7K - $22.4K
|
970
$21.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
459+ 115.62% |
$10.1K - $21.2K
|
856
$19K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
456+ 99.78% |
$10K - $21K
|
913
$20.3K
|