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 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
401+ 2.75% |
$17.3K - $17.8K
|
15K
$338K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
391+ 1.36% |
$16.9K - $17.4K
|
29.2K
$660K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
376New |
$16.2K - $16.7K
|
376
$8.49K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
367New |
$15.8K - $16.3K
|
367
$8.28K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
294New |
$12.7K - $13.1K
|
294
$6.64K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
294New |
$12.7K - $13.1K
|
294
$6.64K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271New |
$11.7K - $12K
|
271
$6.12K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
226New |
$9.74K - $10K
|
226
$5.1K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
175New |
$7.54K - $7.77K
|
175
$3.95K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
124New |
$5.35K - $5.51K
|
124
$2.8K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
121+ 195.16% |
$5.22K - $5.37K
|
183
$4.13K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
111New |
$4.79K - $4.93K
|
111
$2.51K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
82New |
$3.54K - $3.64K
|
82
$1.85K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
76New |
$3.28K - $3.38K
|
76
$1.72K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
57+ 0.76% |
$2.46K - $2.53K
|
7.58K
$171K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40New |
$1.72K - $1.78K
|
40
$903
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
31+ 0.46% |
$1.34K - $1.38K
|
6.72K
$152K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28New |
$1.21K - $1.24K
|
28
$632
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
18New |
$776 - $800
|
18
$406
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13New |
$560 - $577
|
13
$293
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.18% |
$517 - $533
|
6.57K
$148K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.1% |
$86.2 - $88.8
|
184
$4.15K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.07M+ 2.84% |
$135M - $138M
|
111M
$2.51B
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.77M+ 570.29% |
$77.8M - $79.8M
|
2.08M
$47M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
314KNew |
$13.8M - $14.1M
|
314K
$7.09M
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.24KNew |
$318K - $326K
|
7.24K
$163K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.32KNew |
$277K - $284K
|
6.32K
$143K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.15KNew |
$270K - $276K
|
6.15K
$139K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.89KNew |
$258K - $265K
|
5.89K
$133K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.85KNew |
$257K - $263K
|
5.85K
$132K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.8KNew |
$255K - $261K
|
5.8K
$131K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.39KNew |
$236K - $242K
|
5.39K
$122K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.89KNew |
$215K - $220K
|
4.89K
$110K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.62KNew |
$202K - $208K
|
4.62K
$104K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.72KNew |
$163K - $167K
|
3.72K
$83.8K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.6KNew |
$114K - $117K
|
2.6K
$58.7K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.58KNew |
$113K - $116K
|
2.58K
$58.2K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.87K+ 2.38% |
$82K - $84.1K
|
80.4K
$1.81M
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1.24K+ 11.78% |
$54.2K - $55.6K
|
11.7K
$265K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19KNew |
$52.3K - $53.7K
|
1.19K
$26.9K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
977New |
$42.9K - $44K
|
977
$22.1K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
558New |
$24.5K - $25.1K
|
558
$12.6K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
556New |
$24.4K - $25K
|
556
$12.5K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
386+ 102.66% |
$16.9K - $17.4K
|
762
$17.2K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
375New |
$16.5K - $16.9K
|
375
$8.46K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
286New |
$12.5K - $12.9K
|
286
$6.46K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
241New |
$10.6K - $10.8K
|
241
$5.44K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
225+ 16.23% |
$9.87K - $10.1K
|
1.61K
$36.4K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
162New |
$7.11K - $7.29K
|
162
$3.66K
|