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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
446KNew |
$19.5M - $20.6M
|
446K
$10.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
141K+ 14.39% |
$6.18M - $6.54M
|
1.12M
$25.4M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
115K+ 35.01% |
$5.03M - $5.32M
|
443K
$10M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
103K+ 72.25% |
$4.5M - $4.76M
|
245K
$5.54M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 9.94% |
$464K - $491K
|
117K
$2.65M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10.3K+ 136.78% |
$452K - $479K
|
17.9K
$404K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.19K+ 3439.5% |
$358K - $379K
|
8.42K
$190K
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.78KNew |
$340K - $360K
|
7.78K
$176K
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
7.69K+ 3.1% |
$336K - $356K
|
256K
$5.77M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.1K+ 1059.69% |
$179K - $190K
|
4.49K
$101K
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.99K+ 14.29% |
$131K - $138K
|
23.9K
$539K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.34K+ 12.96% |
$102K - $108K
|
20.4K
$460K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
959New |
$41.9K - $44.4K
|
959
$21.6K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
749New |
$32.8K - $34.7K
|
749
$16.9K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
700+ 8.24% |
$30.6K - $32.4K
|
9.19K
$207K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
575+ 5.99% |
$25.1K - $26.6K
|
10.2K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
531New |
$23.2K - $24.6K
|
531
$12K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
408New |
$17.8K - $18.9K
|
408
$9.21K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
393New |
$17.2K - $18.2K
|
393
$8.87K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
327+ 7.48% |
$14.3K - $15.1K
|
4.7K
$106K
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
284+ 2.27% |
$12.4K - $13.1K
|
12.8K
$289K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
281New |
$12.3K - $13K
|
281
$6.34K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
234New |
$10.2K - $10.8K
|
234
$5.28K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
220New |
$9.62K - $10.2K
|
220
$4.97K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137+ 1.71% |
$5.99K - $6.34K
|
8.16K
$184K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
91+ 18.06% |
$3.98K - $4.21K
|
595
$13.4K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 135.0% |
$1.18K - $1.25K
|
47
$1.06K
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
18+ 0.21% |
$787 - $833
|
8.78K
$198K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 13.33% |
$262 - $278
|
51
$1.15K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.44% |
$219 - $231
|
1.13K
$25.5K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
114M+ 2114.06% |
$4.93B - $5.08B
|
120M
$2.7B
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
388K+ 11.76% |
$16.7M - $17.2M
|
3.69M
$83.2M
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
112KNew |
$4.83M - $4.98M
|
112K
$2.53M
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
110KNew |
$4.74M - $4.89M
|
110K
$2.48M
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
90.2K+ 2.33% |
$3.89M - $4.01M
|
3.95M
$89.2M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
59.5KNew |
$2.56M - $2.64M
|
59.5K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.3K+ 229.71% |
$2.51M - $2.59M
|
83.7K
$1.89M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
55K+ 333.74% |
$2.37M - $2.44M
|
71.5K
$1.61M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
38.4KNew |
$1.66M - $1.71M
|
38.4K
$867K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36.2KNew |
$1.56M - $1.61M
|
36.2K
$817K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.9K+ 66.22% |
$1.46M - $1.5M
|
85K
$1.92M
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
32.8K+ 33.55% |
$1.41M - $1.46M
|
131K
$2.95M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.2K+ 18.8% |
$1.3M - $1.34M
|
191K
$4.31M
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
29.2KNew |
$1.26M - $1.3M
|
29.2K
$660K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 223.09% |
$858K - $884K
|
28.8K
$650K
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
16.1KNew |
$696K - $717K
|
16.1K
$364K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$600K - $618K
|
13.9K
$314K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13.7K+ 11.28% |
$592K - $610K
|
135K
$3.06M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$568K - $585K
|
13.2K
$297K
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
12.2K+ 3.38% |
$527K - $543K
|
374K
$8.44M
|