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
|
Camden Capital, LLC
|
BUY
|
- |
164+ 1.28% |
$3.58K - $3.73K
|
13K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
161+ 1.27% |
$3.52K - $3.66K
|
12.8K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
134New |
$2.93K - $3.05K
|
134
$3.11K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
125+ 1.26% |
$2.73K - $2.85K
|
10K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
103+ 51.5% |
$2.25K - $2.34K
|
303
$7.03K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.7% |
$2.19K - $2.28K
|
14.3K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
67+ 0.5% |
$1.46K - $1.52K
|
13.4K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
67New |
$1.46K - $1.52K
|
67
$1.56K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
57New |
$1.25K - $1.3K
|
57
$1.32K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
53New |
$1.16K - $1.21K
|
53
$1.23K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50New |
$1.09K - $1.14K
|
50
$1.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
46+ 0.22% |
$1.01K - $1.05K
|
20.9K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
36+ 0.2% |
$787 - $819
|
17.7K
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 2.77% |
$699 - $728
|
1.19K
$27.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29+ 0.2% |
$634 - $660
|
14.3K
$333K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22+ 0.14% |
$481 - $501
|
15.4K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$262 - $273
|
12
$279
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 8.33% |
$21.9 - $22.8
|
13
$302
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
$21.9 - $22.8
|
1.05K
$24.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.01% |
$21.9 - $22.8
|
10.5K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22- 5.56% |
$481 - $501
|
374
$8.68K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25- 0.08% |
$546 - $569
|
30.1K
$699K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-46- 0.65% |
$1.01K - $1.05K
|
7.03K
$163K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-69- 52.27% |
$1.51K - $1.57K
|
63
$1.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-80- 2.81% |
$1.75K - $1.82K
|
2.77K
$64.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-86- 32.95% |
$1.88K - $1.96K
|
175
$4.06K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-86- 0.17% |
$1.88K - $1.96K
|
49.2K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-96- 1.01% |
$2.1K - $2.18K
|
9.41K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-115- 0.18% |
$2.51K - $2.62K
|
62.1K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-164- 93.71% |
$3.58K - $3.73K
|
11
$255
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-177- 0.99% |
$3.87K - $4.03K
|
17.6K
$409K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-189- 3.0% |
$4.13K - $4.3K
|
6.12K
$142K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-190- 8.33% |
$4.15K - $4.32K
|
2.09K
$48.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-247- 24.0% |
$5.4K - $5.62K
|
782
$18.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-269- 33.05% |
$5.88K - $6.12K
|
545
$12.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-296- 0.76% |
$6.47K - $6.74K
|
38.6K
$895K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-414- 2.05% |
$9.05K - $9.42K
|
19.8K
$459K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-488- 3.28% |
$10.7K - $11.1K
|
14.4K
$334K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-554- 2.62% |
$12.1K - $12.6K
|
20.6K
$479K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-746- 85.06% |
$16.3K - $17K
|
131
$3.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-751- 92.03% |
$16.4K - $17.1K
|
65
$1.51K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-774- 28.0% |
$16.9K - $17.6K
|
1.99K
$46.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-784- 7.93% |
$17.1K - $17.8K
|
9.11K
$211K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-825- 2.57% |
$18K - $18.8K
|
31.3K
$725K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-894- 19.65% |
$19.5K - $20.3K
|
3.66K
$84.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-938- 7.86% |
$20.5K - $21.3K
|
11K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.02K- 4.29% |
$22.3K - $23.2K
|
22.8K
$528K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.05K- 1.08% |
$22.9K - $23.9K
|
95.8K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.75K- 9.2% |
$38.2K - $39.7K
|
17.2K
$400K
|