Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
131KNew |
$2.93M - $3.03M
|
131K
$3.03M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
37.2K+ 6.69% |
$835K - $863K
|
593K
$13.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
37.1K+ 8.62% |
$833K - $861K
|
468K
$10.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
37.1K+ 27.23% |
$833K - $860K
|
173K
$4.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
14.2K+ 14.1% |
$320K - $330K
|
115K
$2.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
14.2K+ 4.2% |
$319K - $330K
|
352K
$8.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12.5KNew |
$280K - $289K
|
12.5K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
12.1K+ 3.69% |
$272K - $281K
|
340K
$7.9M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.19KNew |
$206K - $213K
|
9.19K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.95K+ 77.78% |
$179K - $185K
|
18.2K
$422K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.79K+ 9.74% |
$108K - $111K
|
53.9K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
4.23K+ 8.08% |
$95K - $98.2K
|
56.6K
$1.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.95KNew |
$66.2K - $68.4K
|
2.95K
$68.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.56K+ 13.43% |
$57.5K - $59.5K
|
21.6K
$502K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
815+ 8.66% |
$18.3K - $18.9K
|
10.2K
$237K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
562+ 5.61% |
$12.6K - $13K
|
10.6K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
501+ 18.07% |
$11.2K - $11.6K
|
3.27K
$76K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
401+ 8.9% |
$9K - $9.3K
|
4.91K
$114K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
380+ 6.21% |
$8.53K - $8.82K
|
6.5K
$151K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
359+ 200.56% |
$8.06K - $8.33K
|
538
$12.5K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
275+ 5.76% |
$6.17K - $6.38K
|
5.05K
$117K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
180+ 0.74% |
$4.04K - $4.18K
|
24.4K
$567K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
162+ 0.79% |
$3.64K - $3.76K
|
20.8K
$483K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
119+ 3.26% |
$2.67K - $2.76K
|
3.77K
$87.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
60New |
$1.35K - $1.39K
|
60
$1.39K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
44+ 48.35% |
$988 - $1.02K
|
135
$3.13K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
44New |
$988 - $1.02K
|
44
$1.02K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
36+ 0.2% |
$808 - $835
|
17.7K
$411K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.28% |
$225 - $232
|
792
$18.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6+ 0.07% |
$135 - $139
|
9.11K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 9.09% |
$22.5 - $23.2
|
12
$279
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-9- 36.0% |
$202 - $209
|
16
$371
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-250- 67.93% |
$5.61K - $5.8K
|
118
$2.74K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-269- 2.55% |
$6.04K - $6.24K
|
10.3K
$238K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-592- 3.84% |
$13.3K - $13.7K
|
14.8K
$345K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.16K- 5.09% |
$26K - $26.9K
|
21.6K
$502K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 3.99% |
$53.6K - $55.4K
|
57.5K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 26.27% |
$84.3K - $87.1K
|
10.5K
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35.4K- 39.3% |
$796K - $822K
|
54.7K
$1.27M
|