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 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.81K- 17.96% |
$39.5K - $41.1K
|
8.25K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 3.75% |
$48.3K - $50.3K
|
56.8K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.34K- 0.28% |
$51.1K - $53.2K
|
832K
$19.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.82K- 38.99% |
$61.7K - $64.3K
|
4.42K
$103K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.07K- 5.39% |
$67.1K - $69.9K
|
53.9K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.4K- 4.64% |
$74.3K - $77.4K
|
69.9K
$1.62M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.52K- 8.65% |
$76.9K - $80.1K
|
37.2K
$863K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.94K- 5.91% |
$86K - $89.6K
|
62.6K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.99K- 4.16% |
$87.1K - $90.7K
|
91.8K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.43KClosed |
$96.8K - $101K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.79K- 80.11% |
$105K - $109K
|
1.19K
$27.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.73K- 26.69% |
$125K - $130K
|
15.7K
$365K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.76K- 18.06% |
$126K - $131K
|
26.1K
$606K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.15K- 29.36% |
$134K - $140K
|
14.8K
$344K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.46K- 9.54% |
$141K - $147K
|
61.3K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-6.82K- 5.35% |
$149K - $155K
|
121K
$2.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.17K- 51.92% |
$157K - $163K
|
6.63K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.02K- 17.36% |
$175K - $183K
|
38.2K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.55K- 0.88% |
$209K - $217K
|
1.07M
$24.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.98K- 37.58% |
$218K - $227K
|
16.6K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.1K- 99.98% |
$220K - $230K
|
2
$46.4
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
SELL
|
- |
-10.1K- 2.9% |
$221K - $230K
|
338K
$7.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-11.6K- 31.95% |
$254K - $265K
|
24.8K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.1K- 34.19% |
$287K - $299K
|
25.3K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.9K- 35.62% |
$305K - $317K
|
25.2K
$585K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.6K- 3.71% |
$362K - $377K
|
430K
$9.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-17.7K- 12.14% |
$387K - $403K
|
128K
$2.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19K- 6.79% |
$415K - $433K
|
261K
$6.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 14.87% |
$424K - $442K
|
111K
$2.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.7K- 82.81% |
$474K - $494K
|
4.5K
$105K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-21.8K- 14.05% |
$477K - $497K
|
133K
$3.1M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.9K- 57.6% |
$478K - $498K
|
16.1K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.9K- 9.8% |
$501K - $522K
|
211K
$4.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-33.6K- 40.04% |
$733K - $764K
|
50.3K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.9K- 3.89% |
$981K - $1.02M
|
1.11M
$25.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-86.1K- 55.53% |
$1.88M - $1.96M
|
69K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-87.5K- 1.04% |
$1.91M - $1.99M
|
8.37M
$194M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-116K- 91.86% |
$2.54M - $2.64M
|
10.3K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-127K- 1.7% |
$2.78M - $2.89M
|
7.34M
$170M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-179K- 21.37% |
$3.9M - $4.06M
|
657K
$15.2M
|