Latest Institutional Transactions on Schwab Strategic Tr 5 10 Yr C (SCHI)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 5 10 Yr C (SCHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-938- 7.86% |
$20.5K - $21.3K
|
11K
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.7K- 82.81% |
$474K - $494K
|
4.5K
$102K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19K- 6.79% |
$415K - $433K
|
261K
$5.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-164- 93.71% |
$3.58K - $3.73K
|
11
$249
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-179K- 21.37% |
$3.9M - $4.06M
|
657K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$339K - $353K
|
15.5K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
67New |
$1.46K - $1.52K
|
67
$1.52K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.34K- 0.28% |
$51.1K - $53.2K
|
832K
$18.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$266K - $277K
|
12.2K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.01% |
$21.9 - $22.8
|
10.5K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
17.4K+ 49.96% |
$381K - $397K
|
52.4K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.43KClosed |
$96.8K - $101K
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
176New |
$3.85K - $4.01K
|
176
$3.98K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-894- 19.65% |
$19.5K - $20.3K
|
3.66K
$82.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
21.8K+ 27.57% |
$477K - $497K
|
101K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.6K- 3.71% |
$362K - $377K
|
430K
$9.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
398+ 0.54% |
$8.7K - $9.06K
|
73.6K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-116K- 91.86% |
$2.54M - $2.64M
|
10.3K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22- 5.56% |
$481 - $501
|
374
$8.47K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.7% |
$2.19K - $2.28K
|
14.3K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
667+ 2.83% |
$14.6K - $15.2K
|
24.2K
$549K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.04KNew |
$44.6K - $46.4K
|
2.04K
$46.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
18.3K+ 11.0% |
$400K - $417K
|
185K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.76K- 18.06% |
$126K - $131K
|
26.1K
$591K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
179New |
$3.91K - $4.07K
|
179
$4.05K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-784- 7.93% |
$17.1K - $17.8K
|
9.11K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-80- 2.81% |
$1.75K - $1.82K
|
2.77K
$62.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.07K- 5.39% |
$67.1K - $69.9K
|
53.9K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
53New |
$1.16K - $1.21K
|
53
$1.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22+ 0.14% |
$481 - $501
|
15.4K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.5KNew |
$252K - $262K
|
11.5K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
16.4K+ 13.71% |
$359K - $374K
|
136K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
511KNew |
$11.2M - $11.6M
|
511K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-11.6K- 31.95% |
$254K - $265K
|
24.8K
$561K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.16K+ 0.21% |
$25.4K - $26.5K
|
556K
$12.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.28KNew |
$93.4K - $97.3K
|
4.28K
$96.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-746- 85.06% |
$16.3K - $17K
|
131
$2.97K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.33K+ 603.85% |
$116K - $120K
|
6.21K
$141K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.28K+ 3.8% |
$49.6K - $51.4K
|
62.2K
$1.41M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
62.6K+ 67.63% |
$1.36M - $1.41M
|
155K
$3.51M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.36K+ 4.33% |
$160K - $166K
|
177K
$4.01M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$435 - $451
|
20
$453
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16.1K+ 5.44% |
$350K - $363K
|
312K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32- 0.54% |
$697 - $722
|
5.94K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.7K+ 16.96% |
$146K - $151K
|
46.2K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 0.17% |
$43.9K - $45.5K
|
1.15M
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.52K+ 0.23% |
$54.9K - $56.9K
|
1.08M
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$438K - $454K
|
20.1K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.93K+ 14.52% |
$107K - $111K
|
38.9K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
49.7K+ 27.58% |
$1.08M - $1.12M
|
230K
$5.21M
|
|