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 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.36K+ 4.33% |
$160K - $166K
|
177K
$3.97M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.35K+ 45.63% |
$160K - $166K
|
23.4K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.7K+ 16.96% |
$146K - $151K
|
46.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.21K+ 725.82% |
$135K - $140K
|
7.07K
$159K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.33K+ 603.85% |
$116K - $120K
|
6.21K
$139K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.29K+ 12.03% |
$115K - $119K
|
49.2K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.93K+ 14.52% |
$107K - $111K
|
38.9K
$872K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.7K+ 1.06% |
$102K - $106K
|
447K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65K+ 9.89% |
$101K - $105K
|
51.7K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.43KNew |
$96.4K - $99.9K
|
4.43K
$99.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.29KNew |
$93.5K - $96.9K
|
4.29K
$96.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.21K+ 24.39% |
$91.7K - $95K
|
21.5K
$482K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
4.17K+ 13.55% |
$90.7K - $94K
|
34.9K
$784K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.16K+ 27.43% |
$90.5K - $93.8K
|
19.3K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.8K+ 114.47% |
$82.8K - $85.8K
|
7.13K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3.52K+ 5.05% |
$76.7K - $79.4K
|
73.2K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.24K+ 14.67% |
$70.4K - $73K
|
25.3K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.96K+ 6.55% |
$64.4K - $66.7K
|
48.1K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.83K+ 4.02% |
$61.6K - $63.9K
|
73.3K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.65K+ 946.07% |
$57.7K - $59.8K
|
2.93K
$65.7K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.58K+ 25.25% |
$56.2K - $58.2K
|
12.8K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.52K+ 0.23% |
$54.9K - $56.9K
|
1.08M
$24.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.4KNew |
$52.2K - $54.1K
|
2.4K
$53.8K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.29K+ 46.51% |
$49.8K - $51.6K
|
7.21K
$162K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.28K+ 3.8% |
$49.6K - $51.4K
|
62.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.22K+ 10.98% |
$48.2K - $50K
|
22.4K
$502K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.2K+ 2.32% |
$47.9K - $49.6K
|
96.8K
$2.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.04KNew |
$44.5K - $46.1K
|
2.04K
$45.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.92K+ 6.36% |
$41.8K - $43.3K
|
32.1K
$720K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.89K+ 20.73% |
$41.2K - $42.7K
|
11K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.74K+ 14.82% |
$37.8K - $39.1K
|
13.4K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.45KNew |
$31.6K - $32.7K
|
1.45K
$32.5K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.35KNew |
$29.4K - $30.5K
|
1.35K
$30.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.35K+ 95.2% |
$29.3K - $30.4K
|
2.76K
$62K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.23K+ 0.98% |
$26.8K - $27.8K
|
127K
$2.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.09K+ 5.69% |
$23.6K - $24.5K
|
20.2K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
956+ 6.85% |
$20.8K - $21.6K
|
14.9K
$334K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
877New |
$19.1K - $19.8K
|
877
$19.7K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
828+ 3.99% |
$18K - $18.7K
|
21.6K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
815+ 4.0% |
$17.7K - $18.4K
|
21.2K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
632+ 6.42% |
$13.8K - $14.3K
|
10.5K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
606New |
$13.2K - $13.7K
|
606
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
560+ 4666.67% |
$12.2K - $12.6K
|
572
$12.8K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
540+ 8.27% |
$11.8K - $12.2K
|
7.07K
$159K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480New |
$10.4K - $10.8K
|
480
$10.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
369+ 6.21% |
$8.03K - $8.32K
|
6.31K
$142K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
251New |
$5.46K - $5.66K
|
251
$5.63K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
214New |
$4.66K - $4.83K
|
214
$4.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
207+ 0.65% |
$4.51K - $4.67K
|
31.9K
$715K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
195+ 3.37% |
$4.25K - $4.4K
|
5.98K
$134K
|