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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.99M+ 95.91% |
$87.9M - $184M
|
8.16M
$182M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.77M+ 101.05% |
$83.1M - $174M
|
7.51M
$167M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.47M+ 156.68% |
$76.4M - $160M
|
5.68M
$127M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.39MNew |
$52.6M - $110M
|
2.39M
$53.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
667K+ 161.27% |
$14.7M - $30.8M
|
1.08M
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
625KNew |
$13.8M - $28.9M
|
625K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
600K+ 135.41% |
$13.2M - $27.7M
|
1.04M
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
580K+ 100.85% |
$12.8M - $26.8M
|
1.16M
$25.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
555KNew |
$12.2M - $25.6M
|
555K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
536K+ 98.79% |
$11.8M - $24.8M
|
1.08M
$24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
418K+ 94.27% |
$9.21M - $19.3M
|
862K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
415K+ 251.52% |
$9.14M - $19.2M
|
580K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
327KNew |
$7.21M - $15.1M
|
327K
$7.29M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
237K+ 92.92% |
$5.23M - $11M
|
493K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
211K+ 247.72% |
$4.64M - $9.72M
|
296K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210K+ 137.8% |
$4.63M - $9.7M
|
363K
$8.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
197K+ 80.25% |
$4.34M - $9.09M
|
442K
$9.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
180KNew |
$3.97M - $8.33M
|
180K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163K+ 110.09% |
$3.6M - $7.54M
|
312K
$6.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 178.46% |
$3.37M - $7.07M
|
239K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
141K+ 103.36% |
$3.11M - $6.52M
|
278K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141K+ 97.07% |
$3.1M - $6.51M
|
286K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
140K+ 575.78% |
$3.09M - $6.47M
|
165K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 77.26% |
$2.5M - $5.25M
|
261K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
114K+ 642.1% |
$2.5M - $5.25M
|
131K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 127.93% |
$2.43M - $5.1M
|
197K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
105K+ 202.13% |
$2.31M - $4.84M
|
157K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
99.5K+ 119.9% |
$2.19M - $4.59M
|
182K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
98K+ 30.28% |
$2.16M - $4.52M
|
422K
$9.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
93.5K+ 222.61% |
$2.06M - $4.32M
|
136K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
78.2KNew |
$1.72M - $3.61M
|
78.2K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.8KNew |
$1.6M - $3.36M
|
72.8K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71.3K+ 103.21% |
$1.57M - $3.29M
|
140K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
68.6K+ 218.48% |
$1.51M - $3.17M
|
100K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
68.2K+ 266.58% |
$1.5M - $3.15M
|
93.8K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.6K+ 168.12% |
$1.49M - $3.12M
|
108K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
66.4K+ 96.5% |
$1.46M - $3.07M
|
135K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
59.9K+ 90.15% |
$1.32M - $2.76M
|
126K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
57.8K+ 197.66% |
$1.27M - $2.67M
|
87.1K
$1.94M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
54.5K+ 114.4% |
$1.2M - $2.52M
|
102K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
53KNew |
$1.17M - $2.45M
|
53K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
51.9K+ 93.28% |
$1.14M - $2.4M
|
108K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
49K+ 237.2% |
$1.08M - $2.26M
|
69.7K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
47.7K+ 101.48% |
$1.05M - $2.2M
|
94.6K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
47.6K+ 162.71% |
$1.05M - $2.2M
|
76.9K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
45.3K+ 189.74% |
$998K - $2.09M
|
69.2K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.2KNew |
$995K - $2.09M
|
45.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
44.6K+ 391.03% |
$982K - $2.06M
|
56K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40.7K+ 22260.11% |
$897K - $1.88M
|
40.9K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
36.8K+ 109.33% |
$810K - $1.7M
|
70.4K
$1.57M
|