Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr 5 10 Yr C (SCHI)

SCHI Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr 5 10 Yr C (SCHI) during Q3 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 5 -10 YR C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 13, 2024 Q3 2024
Cito Capital Group, LLC

Miami, FL
BUY
 -
5K
+ 100.0%
$219K - $231K
10K $225K
Oct 24, 2024 Q3 2024
Smith, Salley & Associates

BUY
 -
4.46K
New
$195K - $207K
4.46K $101K
Nov 12, 2024 Q3 2024
J. L. Bainbridge & Co., Inc.

BUY
 -
4.35K
New
$190K - $201K
4.35K $97.9K
Nov 13, 2024 Q3 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.29K
+ 5.22%
$187K - $198K
86.4K $1.94M
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
4.1K
+ 1059.69%
$179K - $190K
4.49K $101K
Nov 12, 2024 Q3 2024
Alpha Star Capital Management, LLC

BUY
 -
4.05K
+ 6.14%
$177K - $187K
70K $1.58M
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.18K
+ 20.45%
$139K - $147K
18.7K $422K
Nov 13, 2024 Q3 2024
Wfa Of San Diego, LLC

BUY
 -
3.02K
+ 7.86%
$132K - $140K
41.4K $933K
Oct 23, 2024 Q3 2024
North Crest Asset Manangement, LLC

BUY
 -
3.01K
+ 10.29%
$132K - $139K
32.3K $726K
Oct 15, 2024 Q3 2024
Prairiewood Capital, LLC

BUY
 -
2.99K
+ 14.29%
$131K - $138K
23.9K $538K
Nov 14, 2024 Q3 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.69K
+ 3.22%
$118K - $125K
86.4K $1.94M
Nov 14, 2024 Q3 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.36K
+ 14.58%
$103K - $109K
18.5K $417K
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

BUY
 -
2.34K
+ 12.96%
$102K - $108K
20.4K $459K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.29K
+ 33.58%
$100K - $106K
9.12K $205K
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
2.01K
+ 1.4%
$87.9K - $93.1K
145K $3.27M
Nov 12, 2024 Q3 2024
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.98K
+ 8995.45%
$86.5K - $91.6K
2K $45.1K
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.68K
+ 15.64%
$73.3K - $77.6K
12.4K $279K
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
1.68K
+ 695.02%
$73.2K - $77.5K
1.92K $43.1K
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
1.6K
+ 109.45%
$69.9K - $74K
3.06K $68.9K
Oct 30, 2024 Q3 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
1.55K
+ 4.37%
$67.6K - $71.5K
36.9K $831K
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.46K
+ 191.08%
$63.7K - $67.4K
2.22K $49.9K
Nov 13, 2024 Q3 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.14K
+ 25.33%
$49.6K - $52.5K
5.62K $126K
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.1K
+ 9.83%
$48.1K - $51K
12.3K $277K
Nov 14, 2024 Q3 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.01K
+ 3.67%
$43.9K - $46.5K
28.4K $640K
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
996
+ 56.4%
$43.6K - $46.1K
2.76K $62.2K
Oct 21, 2024 Q3 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
959
New
$41.9K - $44.4K
959 $21.6K
Nov 13, 2024 Q3 2024
Mitchell Sinkler & Starr

BUY
 -
800
+ 16.86%
$35K - $37K
5.55K $125K
Oct 22, 2024 Q3 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
749
New
$32.8K - $34.7K
749 $16.9K
Oct 07, 2024 Q3 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
700
+ 8.24%
$30.6K - $32.4K
9.19K $207K
Oct 24, 2024 Q3 2024
Gables Capital Management Inc.

BUY
 -
689
New
$30.1K - $31.9K
689 $15.5K
Nov 06, 2024 Q3 2024
Archer Investment Corp

BUY
 -
634
New
$27.7K - $29.3K
634 $14.3K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
626
New
$27.4K - $29K
626 $14.1K
Oct 21, 2024 Q3 2024
Sequoia Financial Advisors, LLC

BUY
 -
575
+ 5.99%
$25.1K - $26.6K
10.2K $229K
Oct 18, 2024 Q3 2024
Godsey & Gibb Associates

BUY
 -
531
New
$23.2K - $24.6K
531 $12K
Nov 08, 2024 Q3 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
520
New
$22.7K - $24.1K
520 $11.7K
Nov 12, 2024 Q3 2024
Citigroup Inc

BUY
 -
476
+ 15.73%
$20.8K - $22K
3.5K $78.9K
Nov 13, 2024 Q3 2024
Rice Partnership, LLC

BUY
 -
429
New
$18.8K - $19.9K
429 $9.66K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
427
New
$18.7K - $19.8K
427 $9.62K
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
423
+ 0.98%
$18.5K - $19.6K
43.5K $980K
Oct 11, 2024 Q3 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
408
New
$17.8K - $18.9K
408 $9.19K
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
393
New
$17.2K - $18.2K
393 $8.85K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
336
New
$14.7K - $15.6K
336 $7.57K
Oct 02, 2024 Q3 2024
American National Bank

BUY
 -
327
+ 7.48%
$14.3K - $15.1K
4.7K $106K
Oct 17, 2024 Q3 2024
Joule Financial, LLC

BUY
 -
284
+ 2.27%
$12.4K - $13.1K
12.8K $288K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
281
New
$12.3K - $13K
281 $6.33K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
234
New
$10.2K - $10.8K
234 $5.27K
Oct 04, 2024 Q3 2024
Peoples Bank/Ks

Pratt, KS
BUY
 -
220
New
$9.62K - $10.2K
220 $4.95K
Nov 08, 2024 Q3 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
192
+ 0.53%
$8.4K - $8.89K
36.4K $819K
Oct 16, 2024 Q3 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
137
+ 1.71%
$5.99K - $6.34K
8.16K $184K

Track Institutional and Insider Activities on SCHI

Follow SCHWAB STRATEGIC TR 5 -10 YR C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHI shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr 5 10 Yr C insider buys or sells SCHI shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR 5 -10 YR C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHI