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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 2.5% |
$43.7 - $46.3
|
41
$914
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
29.2K+ 78.7% |
$1.28M - $1.35M
|
66.4K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
25.9K+ 160.64% |
$1.13M - $1.2M
|
42K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.58KNew |
$244K - $258K
|
5.58K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.6K+ 109.45% |
$69.9K - $74K
|
3.06K
$68.2K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.35KNew |
$190K - $201K
|
4.35K
$96.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 8.15% |
$118K - $125K
|
30.5K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.01K+ 185.35% |
$394K - $417K
|
13.9K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.6K- 42.34% |
$509K - $539K
|
15.9K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
8.88KNew |
$388K - $411K
|
8.88K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
520New |
$22.7K - $24.1K
|
520
$11.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.7K+ 16.32% |
$903K - $956K
|
147K
$3.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
192+ 0.53% |
$8.4K - $8.89K
|
36.4K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.23K- 6.79% |
$53.7K - $56.8K
|
16.8K
$376K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-285- 3.01% |
$12.5K - $13.2K
|
9.18K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.3KNew |
$1.06M - $1.13M
|
24.3K
$543K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$774K - $819K
|
17.7K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
210K+ 5.31% |
$9.19M - $9.73M
|
4.16M
$92.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 35.46% |
$983K - $1.04M
|
85.9K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24New |
$1.05K - $1.11K
|
24
$535
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
634New |
$27.7K - $29.3K
|
634
$14.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
117+ 557.14% |
$5.12K - $5.42K
|
138
$3.08K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
55K+ 50.0% |
$2.41M - $2.55M
|
165K
$3.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.2K+ 1.31% |
$2.11M - $2.23M
|
3.73M
$83.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-555- 5.44% |
$24.3K - $25.7K
|
9.65K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-904- 10.75% |
$39.5K - $41.8K
|
7.51K
$167K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-80.7K- 72.0% |
$3.53M - $3.74M
|
31.4K
$700K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
996+ 56.4% |
$43.6K - $46.1K
|
2.76K
$61.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 71.43% |
$219 - $231
|
12
$268
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-136- 1.25% |
$5.95K - $6.3K
|
10.7K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-37- 0.63% |
$1.62K - $1.71K
|
5.85K
$131K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6.07K+ 4.65% |
$266K - $281K
|
137K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
427New |
$18.7K - $19.8K
|
427
$9.52K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.46K- 92.87% |
$63.8K - $67.5K
|
112
$2.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
26.3K+ 8940.82% |
$1.15M - $1.22M
|
26.6K
$593K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
122New |
$5.34K - $5.65K
|
122
$2.72K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.7K- 8.15% |
$118K - $125K
|
30.5K
$679K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.9K+ 203.17% |
$519K - $549K
|
17.7K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 16.67% |
$43.7 - $46.3
|
5
$112
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.55K+ 4.37% |
$67.6K - $71.5K
|
36.9K
$823K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 300.63% |
$840K - $889K
|
25.6K
$571K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-9.75K- 2.92% |
$426K - $451K
|
324K
$7.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 1.63% |
$131 - $139
|
187
$4.17K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.9K- 0.65% |
$127K - $134K
|
444K
$9.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
7+ 0.01% |
$306 - $324
|
47K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68K+ 15.64% |
$73.3K - $77.6K
|
12.4K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
100+ 131.58% |
$4.37K - $4.63K
|
176
$3.92K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
17+ 0.06% |
$743 - $787
|
29.3K
$652K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.21MNew |
$96.8M - $102M
|
2.21M
$49.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
17+ 0.06% |
$743 - $787
|
29.3K
$652K
|