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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
23New |
$989 - $1.04K
|
23
$508
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.11KNew |
$332K - $359K
|
8.11K
$179K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
816+ 100.0% |
$33.4K - $36.2K
|
1.63K
$36K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
116New |
$4.75K - $5.14K
|
116
$2.56K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
91New |
$3.73K - $4.03K
|
91
$2.01K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.26KNew |
$136K - $150K
|
3.26K
$71.9K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
310New |
$12.9K - $14.3K
|
310
$6.84K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
40New |
$1.66K - $1.84K
|
40
$883
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
4.67KNew |
$203K - $224K
|
4.67K
$103K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
798New |
$34.7K - $38.2K
|
798
$17.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
224New |
$9.74K - $10.7K
|
224
$4.94K
|
|