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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
57+ 0.76% |
$2.46K - $2.53K
|
7.58K
$171K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
114M+ 2114.06% |
$4.93B - $5.08B
|
120M
$2.7B
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-52- 89.66% |
$2.24K - $2.31K
|
6
$135
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 3.41% |
$50.4K - $52K
|
33.2K
$749K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.92K+ 11.91% |
$126K - $130K
|
27.4K
$618K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.03K+ 31.9% |
$87.5K - $90.2K
|
8.39K
$189K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.23K- 84.67% |
$96K - $98.9K
|
403
$9.1K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28New |
$1.21K - $1.24K
|
28
$632
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-723- 0.95% |
$31.2K - $32.1K
|
75.5K
$1.7M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.8K+ 26.55% |
$207K - $213K
|
22.9K
$517K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 13.54% |
$68.9K - $71K
|
10.2K
$230K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-157- 88.2% |
$6.77K - $6.97K
|
21
$474
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
690New |
$29.7K - $30.6K
|
690
$15.6K
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.15K- 9.4% |
$49.7K - $51.2K
|
11.1K
$251K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-379K- 97.57% |
$16.3M - $16.8M
|
9.46K
$214K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
388K+ 11.76% |
$16.7M - $17.2M
|
3.69M
$83.2M
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.39KNew |
$275K - $284K
|
6.39K
$144K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
900+ 23.41% |
$38.8K - $40K
|
4.75K
$107K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 22.73% |
$506K - $521K
|
63.4K
$1.43M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-3.52K- 15.78% |
$152K - $156K
|
18.8K
$424K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
226New |
$9.74K - $10K
|
226
$5.1K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-488- 3.82% |
$21K - $21.7K
|
12.3K
$277K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
401+ 2.75% |
$17.3K - $17.8K
|
15K
$338K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
975+ 5.7% |
$42K - $43.3K
|
18.1K
$408K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
376New |
$16.2K - $16.7K
|
376
$8.49K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
76New |
$3.28K - $3.38K
|
76
$1.72K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.57KNew |
$67.7K - $69.8K
|
1.57K
$35.5K
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
112KNew |
$4.83M - $4.98M
|
112K
$2.53M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
175New |
$7.54K - $7.77K
|
175
$3.95K
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
31+ 0.46% |
$1.34K - $1.38K
|
6.72K
$152K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
32.8K+ 33.55% |
$1.41M - $1.46M
|
131K
$2.95M
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.3K- 13.3% |
$358K - $369K
|
54.1K
$1.22M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.36K+ 1346.53% |
$58.6K - $60.4K
|
1.46K
$33K
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.2K+ 28.34% |
$354K - $364K
|
37.2K
$839K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-86- 18.86% |
$3.71K - $3.82K
|
370
$8.35K
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
29.2KNew |
$1.26M - $1.3M
|
29.2K
$660K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 0.47% |
$2.07K - $2.13K
|
10.1K
$229K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.05K+ 3.06% |
$45.2K - $46.6K
|
35.3K
$798K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.65K+ 1409.4% |
$71.1K - $73.2K
|
1.77K
$39.9K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.73K+ 554.76% |
$161K - $166K
|
4.4K
$99.3K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51K+ 857.39% |
$65.1K - $67K
|
1.69K
$38K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
367New |
$15.8K - $16.3K
|
367
$8.28K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.27K+ 12.66% |
$227K - $234K
|
46.9K
$1.06M
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.52K- 13.32% |
$65.4K - $67.4K
|
9.88K
$223K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.29K+ 66.8% |
$185K - $191K
|
10.7K
$242K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.34K+ 8.81% |
$230K - $237K
|
66K
$1.49M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.62K+ 11.99% |
$199K - $205K
|
43.1K
$973K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.59K- 19.23% |
$111K - $115K
|
10.9K
$245K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.9K- 7.06% |
$1.46M - $1.51M
|
446K
$10.1M
|