Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr 5 10 Yr C (SCHI)

SCHI Quotes by TradingView

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
Mai Capital Management

BUY
 -
690
New
$15.2K - $31.9K
690 $15.5K
Feb 07, 2025 Q4 2024
Gables Capital Management Inc.

BUY
 -
689
+ 100.0%
$15.2K - $31.8K
1.38K $30.9K
Jan 17, 2025 Q4 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
678
+ 100.0%
$14.9K - $31.3K
1.36K $30.4K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
660
New
$14.5K - $30.5K
660 $14.8K
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
634
+ 100.0%
$14K - $29.3K
1.27K $28.4K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
608
New
$13.4K - $28.1K
608 $13.6K
Jan 28, 2025 Q4 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
558
+ 100.0%
$12.3K - $25.8K
1.12K $25K
Feb 13, 2025 Q4 2024
Bank Of Montreal

Toronto, A6
BUY
 -
544
+ 161.9%
$12K - $25.1K
880 $19.7K
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
538
New
$11.8K - $24.8K
538 $12.1K
Jan 14, 2025 Q4 2024
Godsey & Gibb Associates

BUY
 -
531
+ 100.0%
$11.7K - $24.5K
1.06K $23.8K
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

BUY
 -
459
+ 115.62%
$10.1K - $21.2K
856 $19.2K
Feb 05, 2025 Q4 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
456
+ 99.78%
$10K - $21K
913 $20.5K
Jan 17, 2025 Q4 2024
Goal Vest Advisory LLC

BUY
 -
419
New
$9.23K - $19.3K
419 $9.39K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
308
New
$6.78K - $14.2K
308 $6.91K
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
271
+ 100.0%
$5.97K - $12.5K
542 $12.2K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
263
New
$5.79K - $12.1K
263 $5.9K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
225
New
$4.95K - $10.4K
225 $5.04K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
221
+ 37.14%
$4.87K - $10.2K
816 $18.3K
Jan 07, 2025 Q4 2024
Peoples Bank/Ks

Pratt, KS
BUY
 -
220
+ 100.0%
$4.84K - $10.2K
440 $9.86K
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
186
+ 99.47%
$4.1K - $8.59K
373 $8.36K
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
171
+ 3.04%
$3.77K - $7.89K
5.79K $130K
Feb 11, 2025 Q4 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
143
+ 91.08%
$3.15K - $6.6K
300 $6.73K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
140
+ 100.0%
$3.08K - $6.46K
280 $6.28K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
126
New
$2.77K - $5.82K
126 $2.82K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
122
+ 100.0%
$2.69K - $5.63K
244 $5.47K
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
121
+ 100.0%
$2.66K - $5.59K
242 $5.43K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
118
New
$2.6K - $5.45K
118 $2.65K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
117
+ 100.0%
$2.58K - $5.4K
234 $5.25K
Feb 04, 2025 Q4 2024
Addison Advisors LLC

BUY
 -
112
+ 100.0%
$2.47K - $5.17K
224 $5.02K
Jan 28, 2025 Q4 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
111
+ 217.65%
$2.44K - $5.12K
162 $3.63K
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
104
New
$2.29K - $4.8K
104 $2.33K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
93
+ 100.0%
$2.05K - $4.29K
186 $4.17K
Jan 15, 2025 Q4 2024
Financial Management Professionals, Inc.

BUY
 -
74
+ 112.12%
$1.63K - $3.42K
140 $3.14K
Feb 18, 2025 Q4 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
67
+ 100.0%
$1.48K - $3.09K
134 $3K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
58
+ 30.21%
$1.28K - $2.68K
250 $5.61K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
40
+ 97.56%
$881 - $1.85K
81 $1.82K
Jan 29, 2025 Q4 2024
Armor Investment Advisors, LLC

BUY
 -
26
New
$573 - $1.2K
26 $583
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
18
New
$396 - $831
18 $404
Feb 07, 2025 Q4 2024
Investors Research Corp

BUY
 -
18
+ 100.0%
$396 - $831
36 $807
Jan 31, 2025 Q4 2024
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
16
New
$352 - $739
16 $359
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
12
New
$264 - $554
12 $269
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Feb 12, 2025 Q4 2024
Huntington National Bank

Columbus, OH
SELL
 -
-2
- 1.45%
$44 - $92.3
136 $3.05K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-47
Closed
$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 $9.91K
Jan 30, 2025 Q4 2024
Allworth Financial LP

SELL
 -
-500
- 26.1%
$11K - $23.1K
1.42K $31.7K
Feb 20, 2025 Q4 2024
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-1.98K
- 99.0%
$43.6K - $91.4K
20 $448
Feb 07, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.62K
- 14.0%
$57.7K - $121K
16.1K $361K
Feb 13, 2025 Q4 2024
Cerity Partners LLC

New York, NY
SELL
 -
-4.66K
- 29.39%
$103K - $215K
11.2K $251K

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