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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
111New |
$4.79K - $4.93K
|
111
$2.48K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
124New |
$5.35K - $5.51K
|
124
$2.77K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271New |
$11.7K - $12K
|
271
$6.04K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.84K- 87.31% |
$166K - $171K
|
558
$12.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1KNew |
$43.1K - $44.4K
|
1K
$22.3K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.91% |
$132 - $135
|
160
$3.57K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-140- 69.31% |
$6.14K - $6.3K
|
62
$1.38K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 9.01% |
$439 - $450
|
121
$2.7K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.24KNew |
$318K - $326K
|
7.24K
$162K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-112Closed |
$4.91K - $5.04K
|
0
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-132- 51.97% |
$5.79K - $5.94K
|
122
$2.72K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
977New |
$42.9K - $44K
|
977
$21.8K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.58KNew |
$113K - $116K
|
2.58K
$57.5K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-10.4K- 59.54% |
$458K - $470K
|
7.09K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
314KNew |
$13.8M - $14.1M
|
314K
$7.01M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.8KNew |
$255K - $261K
|
5.8K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.87K+ 2.38% |
$82K - $84.1K
|
80.4K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-244- 59.8% |
$10.7K - $11K
|
164
$3.66K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-559- 96.88% |
$24.5K - $25.1K
|
18
$401
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
556New |
$24.4K - $25K
|
556
$12.4K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
92New |
$4.04K - $4.14K
|
92
$2.05K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.85KNew |
$257K - $263K
|
5.85K
$131K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
558New |
$24.5K - $25.1K
|
558
$12.4K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.15KNew |
$270K - $276K
|
6.15K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.62KNew |
$202K - $208K
|
4.62K
$103K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.07M+ 2.84% |
$135M - $138M
|
111M
$2.48B
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$1.27K - $1.3K
|
29
$647
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-602- 6.64% |
$26.4K - $27.1K
|
8.46K
$189K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
18New |
$790 - $810
|
18
$401
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 55.56% |
$7.68K - $7.87K
|
140
$3.12K
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1.24K+ 11.78% |
$54.2K - $55.6K
|
11.7K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-90- 28.13% |
$3.95K - $4.05K
|
230
$5.13K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.89KNew |
$215K - $220K
|
4.89K
$109K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.32KNew |
$277K - $284K
|
6.32K
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.72KNew |
$163K - $167K
|
3.72K
$82.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
45New |
$1.97K - $2.02K
|
45
$1K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.6KNew |
$114K - $117K
|
2.6K
$58K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-13K- 43.53% |
$572K - $587K
|
16.9K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-122K- 90.39% |
$5.34M - $5.48M
|
12.9K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
42New |
$1.84K - $1.89K
|
42
$937
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
286New |
$12.5K - $12.9K
|
286
$6.38K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-88.2K- 63.4% |
$3.87M - $3.97M
|
50.9K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 71.4% |
$2.21M - $2.26M
|
20.2K
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-68.6K- 65.1% |
$3.01M - $3.09M
|
36.8K
$820K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19KNew |
$52.3K - $53.7K
|
1.19K
$26.6K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
56New |
$2.29K - $2.53K
|
56
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-123- 69.1% |
$5.04K - $5.56K
|
55
$1.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.36K- 20.36% |
$55.5K - $61.3K
|
5.3K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
457New |
$18.7K - $20.6K
|
457
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.94KNew |
$243K - $268K
|
5.94K
$132K
|
|