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 |
|---|---|---|---|---|---|---|---|
|
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
$24.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
544+ 161.9% |
$12K - $25.1K
|
880
$19.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
538New |
$11.8K - $24.8K
|
538
$12K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
531+ 100.0% |
$11.7K - $24.5K
|
1.06K
$23.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
485+ 100.0% |
$10.7K - $22.4K
|
970
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
459+ 115.62% |
$10.1K - $21.2K
|
856
$19.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
456+ 99.78% |
$10K - $21K
|
913
$20.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
419New |
$9.23K - $19.3K
|
419
$9.33K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
308New |
$6.78K - $14.2K
|
308
$6.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271+ 100.0% |
$5.97K - $12.5K
|
542
$12.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
263New |
$5.79K - $12.1K
|
263
$5.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
225New |
$4.95K - $10.4K
|
225
$5.01K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
221+ 37.14% |
$4.87K - $10.2K
|
816
$18.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
220+ 100.0% |
$4.84K - $10.2K
|
440
$9.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
186+ 99.47% |
$4.1K - $8.59K
|
373
$8.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
171+ 3.04% |
$3.77K - $7.89K
|
5.79K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
143+ 91.08% |
$3.15K - $6.6K
|
300
$6.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
140+ 100.0% |
$3.08K - $6.46K
|
280
$6.24K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
126New |
$2.77K - $5.82K
|
126
$2.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
122+ 100.0% |
$2.69K - $5.63K
|
244
$5.43K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
121+ 100.0% |
$2.66K - $5.59K
|
242
$5.39K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
118New |
$2.6K - $5.45K
|
118
$2.63K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
117+ 100.0% |
$2.58K - $5.4K
|
234
$5.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
112+ 100.0% |
$2.47K - $5.17K
|
224
$4.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
111+ 217.65% |
$2.44K - $5.12K
|
162
$3.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
93+ 100.0% |
$2.05K - $4.29K
|
186
$4.14K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
74+ 112.12% |
$1.63K - $3.42K
|
140
$3.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
58+ 30.21% |
$1.28K - $2.68K
|
250
$5.57K
|
|
|
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
$579
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18New |
$396 - $831
|
18
$401
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
18+ 100.0% |
$396 - $831
|
36
$802
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
16New |
$352 - $739
|
16
$356
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12New |
$264 - $554
|
12
$267
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 1.45% |
$44 - $92.3
|
136
$3.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47Closed |
$1.03K - $2.17K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-184- 29.39% |
$4.05K - $8.49K
|
442
$9.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-500- 26.1% |
$11K - $23.1K
|
1.42K
$31.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.62K- 14.0% |
$57.7K - $121K
|
16.1K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.66K- 29.39% |
$103K - $215K
|
11.2K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.03K- 67.9% |
$155K - $324K
|
3.32K
$74K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.38K- 60.01% |
$163K - $341K
|
4.92K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31.9K- 73.41% |
$703K - $1.47M
|
11.6K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48.3K- 98.96% |
$1.06M - $2.23M
|
506
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.3K- 74.46% |
$1.42M - $2.97M
|
22.1K
$491K
|