Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
913K+ 14.43% |
$20M - $20.8M
|
7.24M
$168M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
511KNew |
$11.2M - $11.6M
|
511K
$11.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
204KNew |
$4.45M - $4.64M
|
204K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
174K+ 60.32% |
$3.8M - $3.95M
|
462K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
167K+ 43.34% |
$3.64M - $3.79M
|
551K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
151K+ 1039.79% |
$3.29M - $3.43M
|
165K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
139K+ 58.7% |
$3.04M - $3.17M
|
377K
$8.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
136K+ 11.98% |
$2.96M - $3.09M
|
1.27M
$29.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.1K+ 3.94% |
$2.06M - $2.14M
|
2.48M
$57.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
82.9K+ 36.04% |
$1.81M - $1.89M
|
313K
$7.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
82.2KNew |
$1.8M - $1.87M
|
82.2K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
69.2K+ 66.28% |
$1.51M - $1.58M
|
174K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
55.3K+ 133.41% |
$1.21M - $1.26M
|
96.7K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.8K+ 16.78% |
$1.15M - $1.2M
|
367K
$8.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
47.5K+ 73.95% |
$1.04M - $1.08M
|
112K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45.8KNew |
$1M - $1.04M
|
45.8K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
39.9KNew |
$872K - $909K
|
39.9K
$927K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
32.8K+ 10.52% |
$717K - $746K
|
345K
$8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30.8K+ 745.05% |
$672K - $701K
|
34.9K
$810K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29K+ 27.28% |
$633K - $659K
|
135K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
28.1KNew |
$614K - $639K
|
28.1K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5K+ 96.75% |
$535K - $557K
|
49.8K
$1.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.1K+ 154.82% |
$504K - $525K
|
38K
$882K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23KNew |
$503K - $524K
|
23K
$534K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
21.8K+ 27.57% |
$477K - $497K
|
101K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
19.7KNew |
$431K - $449K
|
19.7K
$458K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
19.1KNew |
$417K - $434K
|
19.1K
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
18.3K+ 11.0% |
$400K - $417K
|
185K
$4.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.2KNew |
$398K - $414K
|
18.2K
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
17.4K+ 49.96% |
$381K - $397K
|
52.4K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
16.6K+ 2.61% |
$362K - $377K
|
652K
$15.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
16.4K+ 13.71% |
$359K - $374K
|
136K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16.2K+ 50.06% |
$355K - $370K
|
48.7K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$339K - $353K
|
15.5K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
15.4K+ 139.71% |
$336K - $350K
|
26.4K
$613K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$314K - $328K
|
14.4K
$334K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 54.47% |
$302K - $315K
|
39.3K
$911K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.7K+ 9.03% |
$300K - $313K
|
166K
$3.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.6KNew |
$297K - $309K
|
13.6K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 10.34% |
$289K - $301K
|
141K
$3.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$266K - $277K
|
12.2K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.5KNew |
$252K - $262K
|
11.5K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.8K+ 106.8% |
$235K - $245K
|
20.9K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.1K+ 63.54% |
$221K - $230K
|
26K
$604K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10KNew |
$218K - $228K
|
10K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
9.96KNew |
$218K - $227K
|
9.96K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.41KNew |
$206K - $214K
|
9.41K
$218K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.41KNew |
$206K - $214K
|
9.41K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.33KNew |
$204K - $212K
|
9.33K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
8.95KNew |
$196K - $204K
|
8.95K
$208K
|