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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.05K- 0.04% |
$22.9K - $23.7K
|
2.39M
$53.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 6.11% |
$25.2K - $26.1K
|
17.8K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.21K- 7.88% |
$26.4K - $27.4K
|
14.2K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.49K- 0.95% |
$32.4K - $33.5K
|
155K
$3.49M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.8K- 16.23% |
$39.2K - $40.6K
|
9.29K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 19.35% |
$40.6K - $42.1K
|
7.78K
$174K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.95K- 16.2% |
$42.5K - $44K
|
10.1K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.95K- 95.55% |
$42.5K - $44.1K
|
91
$2.04K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 0.17% |
$43.9K - $45.5K
|
1.15M
$25.9M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.22K- 9.59% |
$48.4K - $50.2K
|
21K
$470K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.71K- 42.78% |
$59.1K - $61.2K
|
3.63K
$81.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-3.08K- 2.86% |
$67.1K - $69.5K
|
104K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.03K- 1.54% |
$87.6K - $90.8K
|
257K
$5.77M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.07K- 6.96% |
$110K - $114K
|
67.8K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.75K- 36.74% |
$125K - $130K
|
9.89K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.38K- 2.23% |
$139K - $144K
|
280K
$6.28M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.13K- 41.5% |
$155K - $161K
|
10.1K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-14.1K- 10.07% |
$308K - $319K
|
126K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.8K- 7.63% |
$518K - $536K
|
288K
$6.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27K- 3.13% |
$588K - $609K
|
835K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-27.4K- 45.07% |
$597K - $619K
|
33.4K
$750K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-37.3K- 8.83% |
$811K - $840K
|
385K
$8.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.9K- 0.57% |
$934K - $968K
|
7.46M
$167M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-81.6K- 49.6% |
$1.78M - $1.84M
|
82.9K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-99.8K- 22.28% |
$2.17M - $2.25M
|
348K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-125K- 34.54% |
$2.73M - $2.83M
|
237K
$5.33M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-208K- 19.93% |
$4.53M - $4.69M
|
835K
$18.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-359K- 86.3% |
$7.81M - $8.09M
|
57K
$1.28M
|