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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.29K+ 53.79% |
$231K - $245K
|
15.1K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
5K+ 100.0% |
$219K - $231K
|
10K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.46KNew |
$195K - $207K
|
4.46K
$98.5K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.35KNew |
$190K - $201K
|
4.35K
$95.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.29K+ 5.22% |
$187K - $198K
|
86.4K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.1K+ 1059.69% |
$179K - $190K
|
4.49K
$99.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.05K+ 6.14% |
$177K - $187K
|
70K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.18K+ 20.45% |
$139K - $147K
|
18.7K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.02K+ 7.86% |
$132K - $140K
|
41.4K
$915K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.01K+ 10.29% |
$132K - $139K
|
32.3K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.99K+ 14.29% |
$131K - $138K
|
23.9K
$527K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.75K+ 15.87% |
$120K - $127K
|
20.1K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.69K+ 3.22% |
$118K - $125K
|
86.4K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.36K+ 14.58% |
$103K - $109K
|
18.5K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.34K+ 12.96% |
$102K - $108K
|
20.4K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.29K+ 33.58% |
$100K - $106K
|
9.12K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.01K+ 1.4% |
$87.9K - $93.1K
|
145K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.98K+ 8995.45% |
$86.5K - $91.6K
|
2K
$44.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68K+ 15.64% |
$73.3K - $77.6K
|
12.4K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.68K+ 695.02% |
$73.2K - $77.5K
|
1.92K
$42.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.6K+ 109.45% |
$69.9K - $74K
|
3.06K
$67.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.55K+ 4.37% |
$67.6K - $71.5K
|
36.9K
$814K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.46K+ 191.08% |
$63.7K - $67.4K
|
2.22K
$49K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.14K+ 25.33% |
$49.6K - $52.5K
|
5.62K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 9.83% |
$48.1K - $51K
|
12.3K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.01K+ 3.67% |
$43.9K - $46.5K
|
28.4K
$627K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
996+ 56.4% |
$43.6K - $46.1K
|
2.76K
$61K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
959New |
$41.9K - $44.4K
|
959
$21.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
800+ 16.86% |
$35K - $37K
|
5.55K
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
749New |
$32.8K - $34.7K
|
749
$16.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
700+ 8.24% |
$30.6K - $32.4K
|
9.19K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
689New |
$30.1K - $31.9K
|
689
$15.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
634New |
$27.7K - $29.3K
|
634
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
626New |
$27.4K - $29K
|
626
$13.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
575+ 5.99% |
$25.1K - $26.6K
|
10.2K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
531New |
$23.2K - $24.6K
|
531
$11.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
520New |
$22.7K - $24.1K
|
520
$11.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
476+ 15.73% |
$20.8K - $22K
|
3.5K
$77.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
429New |
$18.8K - $19.9K
|
429
$9.47K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
427New |
$18.7K - $19.8K
|
427
$9.42K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
423+ 0.98% |
$18.5K - $19.6K
|
43.5K
$960K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
408New |
$17.8K - $18.9K
|
408
$9K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
393New |
$17.2K - $18.2K
|
393
$8.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
336New |
$14.7K - $15.6K
|
336
$7.42K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
327+ 7.48% |
$14.3K - $15.1K
|
4.7K
$104K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
284+ 2.27% |
$12.4K - $13.1K
|
12.8K
$282K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
281New |
$12.3K - $13K
|
281
$6.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
234New |
$10.2K - $10.8K
|
234
$5.16K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
220New |
$9.62K - $10.2K
|
220
$4.86K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
192+ 0.53% |
$8.4K - $8.89K
|
36.4K
$803K
|