Latest Institutional Transactions on Schwab Strategic Tr 5 10 Yr C (SCHI)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 5 10 Yr C (SCHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.2KNew |
$444K - $931K
|
20.2K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
690New |
$15.2K - $31.9K
|
690
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
141K+ 103.36% |
$3.11M - $6.52M
|
278K
$6.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
536K+ 98.79% |
$11.8M - $24.8M
|
1.08M
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
180KNew |
$3.97M - $8.33M
|
180K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
4.27KNew |
$94.1K - $197K
|
4.27K
$95.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
93+ 100.0% |
$2.05K - $4.29K
|
186
$4.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12New |
$264 - $554
|
12
$267
|
|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.2KNew |
$995K - $2.09M
|
45.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.8K+ 143.31% |
$391K - $820K
|
30.2K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.09K+ 25.9% |
$156K - $327K
|
34.5K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
140K+ 575.78% |
$3.09M - $6.47M
|
165K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.22K+ 57.23% |
$115K - $241K
|
14.3K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.3K- 74.46% |
$1.42M - $2.97M
|
22.1K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.82K+ 10.17% |
$62.2K - $130K
|
30.6K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
36.8K+ 109.33% |
$810K - $1.7M
|
70.4K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 136.5% |
$83K - $174K
|
6.53K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.7K+ 123.71% |
$500K - $1.05M
|
41.1K
$915K
|
|
|
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 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15K+ 127.84% |
$331K - $694K
|
26.8K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
580K+ 100.85% |
$12.8M - $26.8M
|
1.16M
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
26.6K+ 144.02% |
$587K - $1.23M
|
45.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210K+ 137.8% |
$4.63M - $9.7M
|
363K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.1K+ 84.52% |
$530K - $1.11M
|
52.5K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31.5K+ 110.91% |
$694K - $1.45M
|
59.9K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47Closed |
$1.03K - $2.17K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
68.2K+ 266.58% |
$1.5M - $3.15M
|
93.8K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9.1KNew |
$200K - $420K
|
9.1K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.28K+ 95.94% |
$160K - $336K
|
14.9K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$140K - $293K
|
6.34K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
211K+ 247.72% |
$4.64M - $9.72M
|
296K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.66K- 29.39% |
$103K - $215K
|
11.2K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
53KNew |
$1.17M - $2.45M
|
53K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
544+ 161.9% |
$12K - $25.1K
|
880
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
44.6K+ 391.03% |
$982K - $2.06M
|
56K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 97.05% |
$651K - $1.36M
|
60K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15KNew |
$331K - $694K
|
15K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
625KNew |
$13.8M - $28.9M
|
625K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 127.93% |
$2.43M - $5.1M
|
197K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.38K- 60.01% |
$163K - $341K
|
4.92K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
57.8K+ 197.66% |
$1.27M - $2.67M
|
87.1K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163K+ 110.09% |
$3.6M - $7.54M
|
312K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
99.5K+ 119.9% |
$2.19M - $4.59M
|
182K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4KNew |
$252K - $528K
|
11.4K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.42K+ 134.41% |
$75.4K - $158K
|
5.97K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
47.6K+ 162.71% |
$1.05M - $2.2M
|
76.9K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
10K+ 100.0% |
$220K - $462K
|
20K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.55K+ 100.0% |
$122K - $256K
|
11.1K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.99M+ 95.91% |
$87.9M - $184M
|
8.16M
$182M
|