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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
92New |
$4.04K - $4.14K
|
92
$2.08K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
45New |
$1.97K - $2.02K
|
45
$1.02K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
42New |
$1.84K - $1.89K
|
42
$948
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$1.27K - $1.3K
|
29
$655
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
18New |
$790 - $810
|
18
$406
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 9.01% |
$439 - $450
|
121
$2.73K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.91% |
$132 - $135
|
160
$3.61K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26KNew |
$1.06M - $1.17M
|
26K
$586K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$437K - $481K
|
10.7K
$241K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.82K+ 74.9% |
$402K - $443K
|
22.9K
$517K
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.79KNew |
$401K - $442K
|
9.79K
$221K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.6KNew |
$393K - $434K
|
9.6K
$217K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.51KNew |
$308K - $339K
|
7.51K
$169K
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.08KNew |
$249K - $275K
|
6.08K
$137K
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.94KNew |
$243K - $268K
|
5.94K
$134K
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.34KNew |
$219K - $241K
|
5.34K
$120K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.08K+ 77.71% |
$208K - $229K
|
11.6K
$262K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.44K+ 84.43% |
$182K - $201K
|
9.7K
$219K
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.71K+ 74.28% |
$152K - $167K
|
8.7K
$196K
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.01K+ 54.06% |
$123K - $136K
|
8.57K
$193K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.72KNew |
$111K - $123K
|
2.72K
$61.4K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
856+ 14.34% |
$35.1K - $38.7K
|
6.83K
$154K
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
848+ 13.88% |
$34.7K - $38.3K
|
6.96K
$157K
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
800+ 2.04% |
$32.8K - $36.1K
|
40K
$904K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
647+ 4.11% |
$26.5K - $29.2K
|
16.4K
$370K
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
596+ 8.84% |
$24.4K - $26.9K
|
7.34K
$166K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
460New |
$18.8K - $20.8K
|
460
$10.4K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
457New |
$18.7K - $20.6K
|
457
$10.3K
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
325+ 5.69% |
$13.3K - $14.7K
|
6.03K
$136K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
260New |
$10.6K - $11.7K
|
260
$5.87K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
173New |
$7.09K - $7.81K
|
173
$3.9K
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
132+ 1.66% |
$5.41K - $5.96K
|
8.11K
$183K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
113+ 0.97% |
$4.63K - $5.1K
|
11.8K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100New |
$4.1K - $4.52K
|
100
$2.26K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
56New |
$2.29K - $2.53K
|
56
$1.26K
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
54New |
$2.21K - $2.44K
|
54
$1.22K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
37New |
$1.52K - $1.67K
|
37
$835
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21New |
$860 - $949
|
21
$474
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2New |
$81.9 - $90.3
|
2
$45.1
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.54% |
$41 - $45.2
|
66
$1.49K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
31.5KNew |
$1.33M - $1.39M
|
31.5K
$711K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.9KNew |
$1.05M - $1.1M
|
24.9K
$561K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.9KNew |
$924K - $969K
|
21.9K
$495K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9KNew |
$796K - $835K
|
18.9K
$426K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.4KNew |
$564K - $591K
|
13.4K
$302K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.89KNew |
$248K - $260K
|
5.89K
$133K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5.59KNew |
$236K - $247K
|
5.59K
$126K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.29K+ 27.95% |
$139K - $145K
|
15.1K
$340K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
692New |
$29.1K - $30.6K
|
692
$15.6K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
600New |
$25.3K - $26.5K
|
600
$13.5K
|