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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.96K+ 6.55% |
$64.4K - $66.7K
|
48.1K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19KNew |
$413K - $428K
|
19K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
560+ 4666.67% |
$12.2K - $12.6K
|
572
$13K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.22K+ 10.98% |
$48.2K - $50K
|
22.4K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38.4KNew |
$837K - $867K
|
38.4K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-407- 0.99% |
$8.86K - $9.18K
|
40.7K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
214New |
$4.66K - $4.83K
|
214
$4.84K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
815+ 4.0% |
$17.7K - $18.4K
|
21.2K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19K+ 36.17% |
$413K - $428K
|
71.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.24K+ 14.67% |
$70.4K - $73K
|
25.3K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.57K+ 28.0% |
$186K - $193K
|
39.2K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.29K+ 46.51% |
$49.8K - $51.6K
|
7.21K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.9K+ 20.62% |
$238K - $247K
|
63.9K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3.52K+ 5.05% |
$76.7K - $79.4K
|
73.2K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.5KNew |
$578K - $599K
|
26.5K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.5K+ 28.22% |
$1.12M - $1.16M
|
234K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
296K+ 3.63% |
$6.44M - $6.68M
|
8.45M
$191M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.8K+ 148.83% |
$280K - $290K
|
21.5K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
956+ 6.85% |
$20.8K - $21.6K
|
14.9K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-125K- 34.54% |
$2.73M - $2.83M
|
237K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.8KNew |
$453K - $470K
|
20.8K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6KNew |
$274K - $284K
|
12.6K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.5KNew |
$315K - $327K
|
14.5K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
125+ 91.91% |
$2.72K - $2.82K
|
261
$5.91K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-36- 0.25% |
$784 - $812
|
14.3K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10New |
$218 - $226
|
10
$226
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.83K+ 4.02% |
$61.6K - $63.9K
|
73.3K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.3M+ 23524.32% |
$137M - $142M
|
6.33M
$143M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.8K+ 1.57% |
$213K - $221K
|
635K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 18.84% |
$230K - $238K
|
66.6K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.64M+ 22184.46% |
$166M - $172M
|
7.68M
$174M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-635- 5.55% |
$13.8K - $14.3K
|
10.8K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.21K+ 725.82% |
$135K - $140K
|
7.07K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
12.9KNew |
$280K - $290K
|
12.9K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$242K - $251K
|
11.1K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-113- 0.35% |
$2.46K - $2.55K
|
32.5K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
195+ 3.37% |
$4.25K - $4.4K
|
5.98K
$135K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.29KNew |
$93.5K - $96.9K
|
4.29K
$97.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 62.96% |
$1.11K - $1.15K
|
132
$2.99K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-684- 45.66% |
$14.9K - $15.4K
|
814
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1KNew |
$220K - $228K
|
10.1K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.05K- 0.04% |
$22.9K - $23.7K
|
2.39M
$54M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
540+ 8.27% |
$11.8K - $12.2K
|
7.07K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.8K- 7.63% |
$518K - $536K
|
288K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.49K- 0.95% |
$32.4K - $33.5K
|
155K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.89K+ 20.73% |
$41.2K - $42.7K
|
11K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-306- 2.36% |
$6.66K - $6.9K
|
12.6K
$286K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.58K+ 25.25% |
$56.2K - $58.2K
|
12.8K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.03K- 1.54% |
$87.6K - $90.8K
|
257K
$5.82M
|