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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
26.5K+ 9.55% |
$578K - $599K
|
304K
$6.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
17.6K+ 17.25% |
$384K - $397K
|
120K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.26KNew |
$202K - $209K
|
9.26K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.7K+ 1.06% |
$102K - $106K
|
447K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.43KNew |
$96.4K - $99.9K
|
4.43K
$99.3K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
4.17K+ 13.55% |
$90.7K - $94K
|
34.9K
$783K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.04KNew |
$44.5K - $46.1K
|
2.04K
$45.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
877New |
$19.1K - $19.8K
|
877
$19.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
207+ 0.65% |
$4.51K - $4.67K
|
31.9K
$715K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
25+ 0.14% |
$544 - $564
|
17.6K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9- 0.54% |
$196 - $203
|
1.67K
$37.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-79- 2.7% |
$1.72K - $1.78K
|
2.85K
$63.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-168- 1.08% |
$3.66K - $3.79K
|
15.4K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-257- 1.0% |
$5.59K - $5.8K
|
25.3K
$568K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.95K- 95.55% |
$42.5K - $44.1K
|
91
$2.04K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-14.1K- 10.07% |
$308K - $319K
|
126K
$2.83M
|