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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.9K+ 189.88% |
$513K - $528K
|
18.2K
$410K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 22.73% |
$506K - $521K
|
63.4K
$1.43M
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
11K+ 60.3% |
$474K - $489K
|
29.2K
$660K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 8.66% |
$464K - $478K
|
135K
$3.05M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.84KNew |
$424K - $437K
|
9.84K
$222K
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
8.71K+ 23.42% |
$376K - $387K
|
45.9K
$1.04M
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.2K+ 28.34% |
$354K - $364K
|
37.2K
$839K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
7.67K+ 28.78% |
$331K - $341K
|
34.3K
$775K
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.89K+ 43.71% |
$297K - $306K
|
22.7K
$511K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.83KNew |
$294K - $303K
|
6.83K
$154K
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.39KNew |
$275K - $284K
|
6.39K
$144K
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
6.38KNew |
$275K - $283K
|
6.38K
$144K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.84KNew |
$252K - $259K
|
5.84K
$132K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.63KNew |
$242K - $250K
|
5.63K
$127K
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.58KNew |
$241K - $248K
|
5.58K
$126K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.34K+ 8.81% |
$230K - $237K
|
66K
$1.49M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.27K+ 12.66% |
$227K - $234K
|
46.9K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
5KNew |
$216K - $222K
|
5K
$113K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.89K+ 194.86% |
$211K - $217K
|
7.4K
$167K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.8K+ 26.55% |
$207K - $213K
|
22.9K
$517K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.62K+ 11.99% |
$199K - $205K
|
43.1K
$973K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.29K+ 66.8% |
$185K - $191K
|
10.7K
$242K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.73K+ 554.76% |
$161K - $166K
|
4.4K
$99.3K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.49K+ 45.21% |
$150K - $155K
|
11.2K
$253K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.29K+ 4.02% |
$142K - $146K
|
85K
$1.92M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.92K+ 11.91% |
$126K - $130K
|
27.4K
$618K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 4.32% |
$125K - $129K
|
70K
$1.58M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.55KNew |
$110K - $113K
|
2.55K
$57.6K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.39K+ 15.98% |
$103K - $106K
|
17.4K
$392K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.39KNew |
$103K - $106K
|
2.39K
$53.9K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.33K+ 57.33% |
$100K - $103K
|
6.39K
$144K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.03K+ 31.9% |
$87.5K - $90.2K
|
8.39K
$189K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.65K+ 1409.4% |
$71.1K - $73.2K
|
1.77K
$39.9K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.57KNew |
$67.7K - $69.8K
|
1.57K
$35.5K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51K+ 857.39% |
$65.1K - $67K
|
1.69K
$38K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.41K+ 45.77% |
$60.7K - $62.5K
|
4.48K
$101K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 11.66% |
$59.6K - $61.4K
|
13.2K
$299K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.36K+ 1346.53% |
$58.6K - $60.4K
|
1.46K
$33K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.3K+ 18.21% |
$55.9K - $57.6K
|
8.41K
$190K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.17K+ 5.6% |
$50.4K - $51.9K
|
22K
$497K
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.06K+ 7.02% |
$45.6K - $47K
|
16.1K
$364K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.05K+ 3.06% |
$45.2K - $46.6K
|
35.3K
$798K
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.01KNew |
$43.5K - $44.8K
|
1.01K
$22.8K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1KNew |
$43.1K - $44.4K
|
1K
$22.6K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
975+ 5.7% |
$42K - $43.3K
|
18.1K
$408K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
900+ 23.41% |
$38.8K - $40K
|
4.75K
$107K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
690New |
$29.7K - $30.6K
|
690
$15.6K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
563New |
$24.3K - $25K
|
563
$12.7K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
485New |
$20.9K - $21.5K
|
485
$10.9K
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
471+ 1.75% |
$20.3K - $20.9K
|
27.4K
$619K
|