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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.52K- 1.09% |
$65.7K - $67.7K
|
139K
$3.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.15K- 9.4% |
$49.7K - $51.2K
|
11.1K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-163- 3.16% |
$7.03K - $7.24K
|
5K
$111K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-86- 18.86% |
$3.71K - $3.82K
|
370
$8.25K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 0.47% |
$2.07K - $2.13K
|
10.1K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-25- 0.07% |
$1.08K - $1.11K
|
33.6K
$749K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-122K- 90.39% |
$5.34M - $5.48M
|
12.9K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-88.2K- 63.4% |
$3.87M - $3.97M
|
50.9K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-68.6K- 65.1% |
$3.01M - $3.09M
|
36.8K
$820K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 71.4% |
$2.21M - $2.26M
|
20.2K
$450K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-13K- 43.53% |
$572K - $587K
|
16.9K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-10.4K- 59.54% |
$458K - $470K
|
7.09K
$158K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-602- 6.64% |
$26.4K - $27.1K
|
8.46K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-559- 96.88% |
$24.5K - $25.1K
|
18
$401
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-244- 59.8% |
$10.7K - $11K
|
164
$3.66K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 55.56% |
$7.68K - $7.87K
|
140
$3.12K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-140- 69.31% |
$6.14K - $6.3K
|
62
$1.38K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-132- 51.97% |
$5.79K - $5.94K
|
122
$2.72K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-112Closed |
$4.91K - $5.04K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-90- 28.13% |
$3.95K - $4.05K
|
230
$5.13K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.36K- 20.36% |
$55.5K - $61.3K
|
5.3K
$118K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-538- 25.66% |
$22K - $24.3K
|
1.56K
$34.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-314- 83.73% |
$12.9K - $14.2K
|
61
$1.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-123- 69.1% |
$5.04K - $5.56K
|
55
$1.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 0.89% |
$451 - $497
|
1.22K
$27.2K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.95K- 25.13% |
$81.9K - $85.9K
|
5.79K
$129K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 5.73% |
$49.1K - $51.5K
|
19.2K
$428K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-195- 2.59% |
$8.51K - $8.79K
|
7.35K
$164K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-163- 2.17% |
$7.11K - $7.34K
|
7.35K
$164K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27- 2.09% |
$1.16K - $1.22K
|
1.26K
$28.2K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2.22K- 29.07% |
$90.7K - $98.2K
|
5.41K
$121K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.75K- 19.44% |
$71.7K - $77.6K
|
7.25K
$162K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-961Closed |
$39.4K - $42.6K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-153- 2.87% |
$6.27K - $6.78K
|
5.18K
$115K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-37.8K- 70.69% |
$1.57M - $1.74M
|
15.7K
$350K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-4.79KClosed |
$208K - $229K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.39K- 45.78% |
$191K - $210K
|
5.2K
$116K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-562- 31.93% |
$24.4K - $26.9K
|
1.2K
$26.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-489- 9.81% |
$21.3K - $23.4K
|
4.5K
$100K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-14.8KClosed |
$698K - $758K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-45Closed |
$2.13K - $2.31K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.23KClosed |
$370K - $379K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.08KClosed |
$209K - $213K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.49KClosed |
$179K - $183K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.38KClosed |
$228K - $233K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42.9KClosed |
$2.2M - $2.26M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$626K - $641K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.9KClosed |
$559K - $573K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
SELL
|
- |
-8.92KClosed |
$457K - $469K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.52KClosed |
$386K - $395K
|
0
$0
|
|