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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.4K- 42.7% |
$280K - $296K
|
8.58K
$191K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-6.71K- 8.88% |
$293K - $310K
|
68.8K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 89.84% |
$173K - $183K
|
447
$9.97K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.46K+ 191.08% |
$63.7K - $67.4K
|
2.22K
$49.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
423+ 0.98% |
$18.5K - $19.6K
|
43.5K
$970K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
74.2K+ 158.23% |
$3.25M - $3.44M
|
121K
$2.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.98K+ 13.02% |
$261K - $277K
|
51.9K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
39.4K+ 10.55% |
$1.72M - $1.83M
|
413K
$9.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-9- 0.07% |
$394 - $417
|
12.3K
$274K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-85- 1.32% |
$3.72K - $3.93K
|
6.37K
$142K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.46KNew |
$195K - $207K
|
4.46K
$99.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 0.49% |
$1.4K - $1.48K
|
6.6K
$147K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
689New |
$30.1K - $31.9K
|
689
$15.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
96+ 16.49% |
$4.2K - $4.44K
|
678
$15.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-886- 1.27% |
$38.7K - $41K
|
69.1K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.68K+ 695.02% |
$73.2K - $77.5K
|
1.92K
$42.7K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.01K+ 10.29% |
$132K - $139K
|
32.3K
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 5.67% |
$473K - $501K
|
202K
$4.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
749New |
$32.8K - $34.7K
|
749
$16.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
959New |
$41.9K - $44.4K
|
959
$21.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
446KNew |
$19.5M - $20.6M
|
446K
$9.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-219- 2.24% |
$9.58K - $10.1K
|
9.54K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
281New |
$12.3K - $13K
|
281
$6.27K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
575+ 5.99% |
$25.1K - $26.6K
|
10.2K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-825- 26.6% |
$36.1K - $38.2K
|
2.28K
$50.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 9.94% |
$464K - $491K
|
117K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
141K+ 14.39% |
$6.18M - $6.54M
|
1.12M
$25M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.34K+ 12.96% |
$102K - $108K
|
20.4K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-280- 0.5% |
$12.2K - $13K
|
55.6K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
7.69K+ 3.1% |
$336K - $356K
|
256K
$5.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
531New |
$23.2K - $24.6K
|
531
$11.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
284+ 2.27% |
$12.4K - $13.1K
|
12.8K
$285K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.19K+ 3439.5% |
$358K - $379K
|
8.42K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
91+ 18.06% |
$3.98K - $4.21K
|
595
$13.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137+ 1.71% |
$5.99K - $6.34K
|
8.16K
$182K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10.3K+ 136.78% |
$452K - $479K
|
17.9K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-261- 53.27% |
$11.4K - $12.1K
|
229
$5.11K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 0.52% |
$1.22K - $1.3K
|
5.34K
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.99K+ 14.29% |
$131K - $138K
|
23.9K
$533K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 27.15% |
$73.1K - $77.4K
|
4.48K
$100K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.43K- 4.31% |
$62.5K - $66.1K
|
31.7K
$707K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.17K- 12.79% |
$182K - $193K
|
28.5K
$635K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
408New |
$17.8K - $18.9K
|
408
$9.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.44% |
$219 - $231
|
1.13K
$25.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 13.33% |
$262 - $278
|
51
$1.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 135.0% |
$1.18K - $1.25K
|
47
$1.05K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.04K- 3.86% |
$45.6K - $48.2K
|
25.9K
$578K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
103K+ 72.25% |
$4.5M - $4.76M
|
245K
$5.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.78KNew |
$340K - $360K
|
7.78K
$173K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
115K+ 35.01% |
$5.03M - $5.32M
|
443K
$9.88M
|