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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
132+ 1.66% |
$5.41K - $5.96K
|
8.11K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.08KNew |
$249K - $275K
|
6.08K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100New |
$4.1K - $4.52K
|
100
$2.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.79KNew |
$401K - $442K
|
9.79K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$437K - $481K
|
10.7K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.08K+ 77.71% |
$208K - $229K
|
11.6K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
37New |
$1.52K - $1.67K
|
37
$825
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.72KNew |
$111K - $123K
|
2.72K
$60.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26KNew |
$1.06M - $1.17M
|
26K
$579K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
173New |
$7.09K - $7.81K
|
173
$3.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
54New |
$2.21K - $2.44K
|
54
$1.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 0.89% |
$451 - $497
|
1.22K
$27.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2New |
$81.9 - $90.3
|
2
$44.6
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.34KNew |
$219K - $241K
|
5.34K
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
113+ 0.97% |
$4.63K - $5.1K
|
11.8K
$263K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
460New |
$18.8K - $20.8K
|
460
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-314- 83.73% |
$12.9K - $14.2K
|
61
$1.36K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
848+ 13.88% |
$34.7K - $38.3K
|
6.96K
$155K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-538- 25.66% |
$22K - $24.3K
|
1.56K
$34.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.6KNew |
$393K - $434K
|
9.6K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
596+ 8.84% |
$24.4K - $26.9K
|
7.34K
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
856+ 14.34% |
$35.1K - $38.7K
|
6.83K
$152K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.01K+ 54.06% |
$123K - $136K
|
8.57K
$191K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.51KNew |
$308K - $339K
|
7.51K
$167K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.82K+ 74.9% |
$402K - $443K
|
22.9K
$511K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.44K+ 84.43% |
$182K - $201K
|
9.7K
$216K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
260New |
$10.6K - $11.7K
|
260
$5.8K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
800+ 2.04% |
$32.8K - $36.1K
|
40K
$893K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.71K+ 74.28% |
$152K - $167K
|
8.7K
$194K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21New |
$860 - $949
|
21
$468
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
647+ 4.11% |
$26.5K - $29.2K
|
16.4K
$365K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.54% |
$41 - $45.2
|
66
$1.47K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
325+ 5.69% |
$13.3K - $14.7K
|
6.03K
$135K
|
|
| Q3 2023 | |||||||
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.9KNew |
$1.05M - $1.1M
|
24.9K
$555K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
18+ 0.33% |
$758 - $795
|
5.44K
$121K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
52New |
$2.19K - $2.3K
|
52
$1.16K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
67New |
$2.82K - $2.96K
|
67
$1.49K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
330New |
$13.9K - $14.6K
|
330
$7.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
692New |
$29.1K - $30.6K
|
692
$15.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
345+ 319.44% |
$14.5K - $15.2K
|
453
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.9KNew |
$924K - $969K
|
21.9K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
155New |
$6.53K - $6.85K
|
155
$3.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
136New |
$5.73K - $6.01K
|
136
$3.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.89KNew |
$248K - $260K
|
5.89K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
481+ 9.89% |
$20.3K - $21.3K
|
5.34K
$119K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9KNew |
$796K - $835K
|
18.9K
$421K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
117New |
$4.93K - $5.17K
|
117
$2.61K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$1.05K - $1.1K
|
25
$558
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
600New |
$25.3K - $26.5K
|
600
$13.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.4KNew |
$564K - $591K
|
13.4K
$298K
|
|