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 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
234New |
$10.2K - $10.8K
|
234
$5.22K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.1K+ 1059.69% |
$179K - $190K
|
4.49K
$100K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
393New |
$17.2K - $18.2K
|
393
$8.76K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
700+ 8.24% |
$30.6K - $32.4K
|
9.19K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-165- 16.42% |
$7.22K - $7.64K
|
840
$18.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-598- 1.24% |
$26.2K - $27.7K
|
47.6K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
18+ 0.21% |
$787 - $833
|
8.78K
$196K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
220New |
$9.62K - $10.2K
|
220
$4.91K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
327+ 7.48% |
$14.3K - $15.1K
|
4.7K
$105K
|
|
| Q2 2024 | |||||||
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13New |
$560 - $577
|
13
$290
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.9K+ 66.22% |
$1.46M - $1.5M
|
85K
$1.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.6K- 37.48% |
$932K - $960K
|
36.1K
$804K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-163- 3.16% |
$7.03K - $7.24K
|
5K
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
55K+ 333.74% |
$2.37M - $2.44M
|
71.5K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
59.5KNew |
$2.56M - $2.64M
|
59.5K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.58KNew |
$241K - $248K
|
5.58K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
6.38KNew |
$275K - $283K
|
6.38K
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.29K+ 4.02% |
$142K - $146K
|
85K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-25- 0.07% |
$1.08K - $1.11K
|
33.6K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-6.99K- 99.96% |
$301K - $310K
|
3
$66.9
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24.2K- 16.53% |
$1.04M - $1.08M
|
122K
$2.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
121+ 195.16% |
$5.22K - $5.37K
|
183
$4.08K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.62K- 3.43% |
$69.7K - $71.8K
|
45.6K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
$69.3K - $71.4K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
18New |
$776 - $800
|
18
$401
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
114M+ 2114.06% |
$4.93B - $5.08B
|
120M
$2.67B
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
57+ 0.76% |
$2.46K - $2.53K
|
7.58K
$169K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$568K - $585K
|
13.2K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28New |
$1.21K - $1.24K
|
28
$624
|
|
|
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
$187K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.15K- 9.4% |
$49.7K - $51.2K
|
11.1K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
690New |
$29.7K - $30.6K
|
690
$15.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
226New |
$9.74K - $10K
|
226
$5.04K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-3.52K- 15.78% |
$152K - $156K
|
18.8K
$419K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
376New |
$16.2K - $16.7K
|
376
$8.38K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.3K- 13.3% |
$358K - $369K
|
54.1K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
31+ 0.46% |
$1.34K - $1.38K
|
6.72K
$150K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
175New |
$7.54K - $7.77K
|
175
$3.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-86- 18.86% |
$3.71K - $3.82K
|
370
$8.25K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 0.47% |
$2.07K - $2.13K
|
10.1K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51K+ 857.39% |
$65.1K - $67K
|
1.69K
$37.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
367New |
$15.8K - $16.3K
|
367
$8.18K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.17K+ 5.6% |
$50.4K - $51.9K
|
22K
$491K
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.52K- 1.09% |
$65.7K - $67.7K
|
139K
$3.09M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.39KNew |
$103K - $106K
|
2.39K
$53.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.01KNew |
$43.5K - $44.8K
|
1.01K
$22.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
485New |
$20.9K - $21.5K
|
485
$10.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
82New |
$3.54K - $3.64K
|
82
$1.83K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
563New |
$24.3K - $25K
|
563
$12.6K
|
|