Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr 5 10 Yr C (SCHI)
This table provides information about the institutional ownership of Schwab Strategic Tr 5 10 Yr C (SCHI) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.64M+ 22184.46% |
$166M - $172M
|
7.68M
$172M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.3M+ 23524.32% |
$137M - $142M
|
6.33M
$142M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
296K+ 3.63% |
$6.44M - $6.68M
|
8.45M
$190M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
166KNew |
$3.62M - $3.76M
|
166K
$3.74M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.5K+ 31.56% |
$1.64M - $1.7M
|
315K
$7.06M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
65.3K+ 159.53% |
$1.42M - $1.47M
|
106K
$2.38M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
62.6K+ 67.63% |
$1.36M - $1.41M
|
155K
$3.48M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
61.9K+ 12.55% |
$1.35M - $1.4M
|
555K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
61.6K+ 277.46% |
$1.34M - $1.39M
|
83.8K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
52.3K+ 4.85% |
$1.14M - $1.18M
|
1.13M
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.5K+ 28.22% |
$1.12M - $1.16M
|
234K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
49.7K+ 27.58% |
$1.08M - $1.12M
|
230K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38.4KNew |
$837K - $867K
|
38.4K
$862K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
35.2KNew |
$765K - $793K
|
35.2K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
34K+ 36.27% |
$741K - $768K
|
128K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
33.2K+ 53.04% |
$723K - $749K
|
95.8K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.9K+ 22.49% |
$608K - $630K
|
152K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.5KNew |
$578K - $599K
|
26.5K
$596K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
26.5K+ 9.55% |
$578K - $599K
|
304K
$6.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26.2KNew |
$570K - $591K
|
26.2K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.5K+ 104.63% |
$556K - $576K
|
49.9K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24KNew |
$523K - $542K
|
24K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
23.3KNew |
$507K - $525K
|
23.3K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.8KNew |
$453K - $470K
|
20.8K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$438K - $454K
|
20.1K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19K+ 36.17% |
$413K - $428K
|
71.5K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19KNew |
$413K - $428K
|
19K
$426K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
17.6K+ 17.25% |
$384K - $397K
|
120K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16.1K+ 5.44% |
$350K - $363K
|
312K
$7M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.5KNew |
$315K - $327K
|
14.5K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
12.9KNew |
$280K - $290K
|
12.9K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.8K+ 148.83% |
$280K - $290K
|
21.5K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8KNew |
$279K - $289K
|
12.8K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.7KNew |
$276K - $287K
|
12.7K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6KNew |
$274K - $284K
|
12.6K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 5.96% |
$256K - $265K
|
209K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 10.8% |
$253K - $263K
|
119K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4KNew |
$249K - $258K
|
11.4K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.2KNew |
$244K - $253K
|
11.2K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$242K - $251K
|
11.1K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9KNew |
$238K - $247K
|
10.9K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.9K+ 20.62% |
$238K - $247K
|
63.9K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.6K+ 7.83% |
$230K - $239K
|
146K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 18.84% |
$230K - $238K
|
66.6K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1KNew |
$220K - $228K
|
10.1K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
9.97K+ 14.4% |
$217K - $225K
|
79.2K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.8K+ 1.57% |
$213K - $221K
|
635K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.26KNew |
$202K - $209K
|
9.26K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.57K+ 28.0% |
$186K - $193K
|
39.2K
$879K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
7.57K+ 5.59% |
$165K - $171K
|
143K
$3.21M
|