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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
375New |
$16.5K - $16.9K
|
375
$8.46K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
558New |
$24.5K - $25.1K
|
558
$12.6K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.07M+ 2.84% |
$135M - $138M
|
111M
$2.51B
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$1.27K - $1.3K
|
29
$655
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.62KNew |
$202K - $208K
|
4.62K
$104K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-602- 6.64% |
$26.4K - $27.1K
|
8.46K
$191K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-127- 94.78% |
$5.57K - $5.71K
|
7
$158
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
18New |
$790 - $810
|
18
$406
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 55.56% |
$7.68K - $7.87K
|
140
$3.16K
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1.24K+ 11.78% |
$54.2K - $55.6K
|
11.7K
$265K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.72KNew |
$163K - $167K
|
3.72K
$83.8K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.32KNew |
$277K - $284K
|
6.32K
$143K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.89KNew |
$215K - $220K
|
4.89K
$110K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-90- 28.13% |
$3.95K - $4.05K
|
230
$5.19K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
45New |
$1.97K - $2.02K
|
45
$1.02K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.6KNew |
$114K - $117K
|
2.6K
$58.7K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
241New |
$10.6K - $10.8K
|
241
$5.44K
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-13K- 43.53% |
$572K - $587K
|
16.9K
$382K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
286New |
$12.5K - $12.9K
|
286
$6.46K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
42New |
$1.84K - $1.89K
|
42
$948
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-122K- 90.39% |
$5.34M - $5.48M
|
12.9K
$292K
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-88.2K- 63.4% |
$3.87M - $3.97M
|
50.9K
$1.15M
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 71.4% |
$2.21M - $2.26M
|
20.2K
$455K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19KNew |
$52.3K - $53.7K
|
1.19K
$26.9K
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-68.6K- 65.1% |
$3.01M - $3.09M
|
36.8K
$830K
|
|
Q4 2023 | |||||||
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
56New |
$2.29K - $2.53K
|
56
$1.26K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.36K- 20.36% |
$55.5K - $61.3K
|
5.3K
$120K
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.94KNew |
$243K - $268K
|
5.94K
$134K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-123- 69.1% |
$5.04K - $5.56K
|
55
$1.24K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
457New |
$18.7K - $20.6K
|
457
$10.3K
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
132+ 1.66% |
$5.41K - $5.96K
|
8.11K
$183K
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.08KNew |
$249K - $275K
|
6.08K
$137K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100New |
$4.1K - $4.52K
|
100
$2.26K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$437K - $481K
|
10.7K
$241K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.08K+ 77.71% |
$208K - $229K
|
11.6K
$262K
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.79KNew |
$401K - $442K
|
9.79K
$221K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.72KNew |
$111K - $123K
|
2.72K
$61.4K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
37New |
$1.52K - $1.67K
|
37
$835
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26KNew |
$1.06M - $1.17M
|
26K
$586K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
173New |
$7.09K - $7.81K
|
173
$3.9K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 0.89% |
$451 - $497
|
1.22K
$27.6K
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
54New |
$2.21K - $2.44K
|
54
$1.22K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2New |
$81.9 - $90.3
|
2
$45.1
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.34KNew |
$219K - $241K
|
5.34K
$120K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
113+ 0.97% |
$4.63K - $5.1K
|
11.8K
$267K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
460New |
$18.8K - $20.8K
|
460
$10.4K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-314- 83.73% |
$12.9K - $14.2K
|
61
$1.38K
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
848+ 13.88% |
$34.7K - $38.3K
|
6.96K
$157K
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-538- 25.66% |
$22K - $24.3K
|
1.56K
$35.2K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.6KNew |
$393K - $434K
|
9.6K
$217K
|