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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-14.8KClosed |
$698K - $758K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.49KClosed |
$179K - $183K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.08KClosed |
$209K - $213K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.23KClosed |
$370K - $379K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.38KClosed |
$228K - $233K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.8KClosed |
$246K - $252K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$626K - $641K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.52KClosed |
$386K - $395K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42.9KClosed |
$2.2M - $2.26M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.63KClosed |
$83.3K - $85.4K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-169Closed |
$8.67K - $8.88K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.9KClosed |
$559K - $573K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.73KClosed |
$242K - $248K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
SELL
|
- |
-8.92KClosed |
$457K - $469K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.8KClosed |
$298K - $305K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-1.23KClosed |
$63K - $64.5K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$5.23K - $5.35K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-265Closed |
$13.9K - $14.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-86Closed |
$4.06K - $4.51K
|
0
$0
|
|