Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-80.7K- 72.0% |
$3.53M - $3.74M
|
31.4K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.6K- 71.18% |
$2.96M - $3.13M
|
27.4K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.9K- 3.18% |
$826K - $874K
|
576K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.6K- 42.34% |
$509K - $539K
|
15.9K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-9.75K- 2.92% |
$426K - $451K
|
324K
$7.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-6.71K- 8.88% |
$293K - $310K
|
68.8K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.4K- 42.7% |
$280K - $296K
|
8.58K
$189K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.17K- 12.79% |
$182K - $193K
|
28.5K
$628K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.13K- 15.06% |
$181K - $191K
|
23.3K
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 89.84% |
$173K - $183K
|
447
$9.87K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.9K- 0.65% |
$127K - $134K
|
444K
$9.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 8.15% |
$118K - $125K
|
30.5K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.7K- 8.15% |
$118K - $125K
|
30.5K
$672K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 27.15% |
$73.1K - $77.4K
|
4.48K
$98.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.48K- 11.16% |
$64.6K - $68.4K
|
11.8K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.46K- 92.87% |
$63.8K - $67.5K
|
112
$2.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.43K- 4.31% |
$62.5K - $66.1K
|
31.7K
$700K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.23K- 6.79% |
$53.7K - $56.8K
|
16.8K
$372K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.04K- 3.86% |
$45.6K - $48.2K
|
25.9K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 16.01% |
$44.7K - $47.4K
|
5.37K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.01K- 17.88% |
$44K - $46.6K
|
4.62K
$102K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-904- 10.75% |
$39.5K - $41.8K
|
7.51K
$166K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-886- 1.27% |
$38.7K - $41K
|
69.1K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-825- 26.6% |
$36.1K - $38.2K
|
2.28K
$50.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-663- 1.93% |
$29K - $30.7K
|
33.7K
$743K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-598- 1.24% |
$26.2K - $27.7K
|
47.6K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-555- 5.44% |
$24.3K - $25.7K
|
9.65K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-285- 3.01% |
$12.5K - $13.2K
|
9.18K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-280- 0.5% |
$12.2K - $13K
|
55.6K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-261- 53.27% |
$11.4K - $12.1K
|
229
$5.05K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-219- 2.24% |
$9.58K - $10.1K
|
9.54K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-201- 68.37% |
$8.79K - $9.3K
|
93
$2.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-165- 1.19% |
$7.22K - $7.64K
|
13.7K
$303K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-165- 16.42% |
$7.22K - $7.64K
|
840
$18.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-136- 1.25% |
$5.95K - $6.3K
|
10.7K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-85- 1.32% |
$3.72K - $3.93K
|
6.37K
$141K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-37- 0.63% |
$1.62K - $1.71K
|
5.85K
$129K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 0.52% |
$1.22K - $1.3K
|
5.34K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-9- 0.07% |
$394 - $417
|
12.3K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.31% |
$350 - $370
|
2.55K
$56.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6- 1.49% |
$262 - $278
|
397
$8.76K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 16.67% |
$43.7 - $46.3
|
5
$110
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24.2K- 16.53% |
$1.04M - $1.08M
|
122K
$2.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.6K- 37.48% |
$932K - $960K
|
36.1K
$796K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.3K- 13.3% |
$358K - $369K
|
54.1K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-6.99K- 99.96% |
$301K - $310K
|
3
$66.2
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.84K- 87.31% |
$166K - $171K
|
558
$12.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-3.52K- 15.78% |
$152K - $156K
|
18.8K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.62K- 3.43% |
$69.7K - $71.8K
|
45.6K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
$69.3K - $71.4K
|
0
$0
|
|