Latest Institutional Purchases of Schwab Strategic Tr 5 10 Yr C (SCHI)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr 5 10 Yr C (SCHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
600K+ 135.41% |
$13.2M - $27.7M
|
1.04M
$23.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
555KNew |
$12.2M - $25.6M
|
555K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
418K+ 94.27% |
$9.21M - $19.3M
|
862K
$19M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
327KNew |
$7.21M - $15.1M
|
327K
$7.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
197K+ 80.25% |
$4.34M - $9.09M
|
442K
$9.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
105K+ 202.13% |
$2.31M - $4.84M
|
157K
$3.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
78.2KNew |
$1.72M - $3.61M
|
78.2K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71.3K+ 103.21% |
$1.57M - $3.29M
|
140K
$3.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
54.5K+ 114.4% |
$1.2M - $2.52M
|
102K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
45.3K+ 189.74% |
$998K - $2.09M
|
69.2K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40.4K+ 479.04% |
$889K - $1.86M
|
48.8K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36.7K+ 100.75% |
$807K - $1.69M
|
73K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
35.7K+ 96.67% |
$785K - $1.65M
|
72.5K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31.5KNew |
$694K - $1.45M
|
31.5K
$696K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
29.1K+ 91.93% |
$642K - $1.35M
|
60.8K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
26.1K+ 554.43% |
$574K - $1.2M
|
30.8K
$680K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18.5K+ 103.29% |
$407K - $853K
|
36.4K
$804K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
13.9K+ 146.09% |
$307K - $644K
|
23.5K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
12.8K+ 100.0% |
$282K - $590K
|
25.6K
$566K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12K+ 97.35% |
$263K - $552K
|
24.2K
$536K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
10.5KNew |
$230K - $483K
|
10.5K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.84KNew |
$217K - $454K
|
9.84K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.64KNew |
$212K - $445K
|
9.64K
$213K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8.82K+ 100.5% |
$194K - $407K
|
17.6K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
8.01K+ 87.28% |
$176K - $370K
|
17.2K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.8K+ 100.3% |
$172K - $360K
|
15.6K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.25K+ 88.86% |
$160K - $335K
|
15.4K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.56K+ 123.98% |
$122K - $257K
|
10K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.24K+ 16.36% |
$93.4K - $196K
|
30.2K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4KNew |
$88K - $184K
|
4K
$88.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.05K+ 2.52% |
$67.2K - $141K
|
124K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.85K+ 16.65% |
$40.7K - $85.4K
|
13K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.56K+ 100.0% |
$34.3K - $72K
|
3.12K
$68.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 100.0% |
$26.3K - $55.1K
|
2.39K
$52.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.14K+ 101.06% |
$25.2K - $52.8K
|
2.27K
$50.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.05KNew |
$23.1K - $48.5K
|
1.05K
$23.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
840+ 100.0% |
$18.5K - $38.8K
|
1.68K
$37.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
791+ 345.41% |
$17.4K - $36.5K
|
1.02K
$22.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
749+ 100.0% |
$16.5K - $34.6K
|
1.5K
$33.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
690+ 100.0% |
$15.2K - $31.9K
|
1.38K
$30.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
678+ 100.0% |
$14.9K - $31.3K
|
1.36K
$30K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
660New |
$14.5K - $30.5K
|
660
$14.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
538New |
$11.8K - $24.8K
|
538
$11.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
531+ 100.0% |
$11.7K - $24.5K
|
1.06K
$23.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
419New |
$9.23K - $19.3K
|
419
$9.26K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
308New |
$6.78K - $14.2K
|
308
$6.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
263New |
$5.79K - $12.1K
|
263
$5.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
225New |
$4.95K - $10.4K
|
225
$4.97K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
220+ 100.0% |
$4.84K - $10.2K
|
440
$9.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
186+ 99.47% |
$4.1K - $8.59K
|
373
$8.25K
|