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 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
61.6K+ 277.46% |
$1.34M - $1.39M
|
83.8K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 10.8% |
$253K - $263K
|
119K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-288- 19.94% |
$6.27K - $6.5K
|
1.16K
$26.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65K+ 9.89% |
$101K - $105K
|
51.7K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
65.3K+ 159.53% |
$1.42M - $1.47M
|
106K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.13K- 41.5% |
$155K - $161K
|
10.1K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-81.6K- 49.6% |
$1.78M - $1.84M
|
82.9K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
23.3KNew |
$507K - $525K
|
23.3K
$527K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 1.71% |
$22.4K - $23.2K
|
59K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$2.18K - $2.26K
|
100
$2.26K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
52.3K+ 4.85% |
$1.14M - $1.18M
|
1.13M
$25.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.5K+ 104.63% |
$556K - $576K
|
49.9K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 6.11% |
$25.2K - $26.1K
|
17.8K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
92+ 0.9% |
$2K - $2.08K
|
10.3K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.07K- 6.96% |
$110K - $114K
|
67.8K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
23+ 0.92% |
$501 - $519
|
2.53K
$57.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-225- 1.6% |
$4.9K - $5.08K
|
13.8K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
39+ 0.29% |
$849 - $880
|
13.3K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-832- 80.62% |
$18.1K - $18.8K
|
200
$4.53K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.8K- 16.23% |
$39.2K - $40.6K
|
9.29K
$210K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.5K+ 31.56% |
$1.64M - $1.7M
|
315K
$7.12M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.23K+ 0.98% |
$26.8K - $27.8K
|
127K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.74K+ 14.82% |
$37.8K - $39.1K
|
13.4K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.65K+ 946.07% |
$57.7K - $59.8K
|
2.93K
$66.3K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
34K+ 36.27% |
$741K - $768K
|
128K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.71K- 42.78% |
$59.1K - $61.2K
|
3.63K
$82.2K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.22K- 9.59% |
$48.4K - $50.2K
|
21K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4KNew |
$249K - $258K
|
11.4K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 5.96% |
$256K - $265K
|
209K
$4.72M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-676- 0.51% |
$14.7K - $15.3K
|
131K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
33.2K+ 53.04% |
$723K - $749K
|
95.8K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-847- 0.26% |
$18.4K - $19.1K
|
326K
$7.39M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
828+ 3.99% |
$18K - $18.7K
|
21.6K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.8K+ 114.47% |
$82.8K - $85.8K
|
7.13K
$161K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-732- 5.55% |
$15.9K - $16.5K
|
12.5K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-99.8K- 22.28% |
$2.17M - $2.25M
|
348K
$7.88M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
7.57K+ 5.59% |
$165K - $171K
|
143K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.95K- 16.2% |
$42.5K - $44K
|
10.1K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.6K+ 7.83% |
$230K - $239K
|
146K
$3.3M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9KNew |
$238K - $247K
|
10.9K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.2KNew |
$244K - $253K
|
11.2K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.35KNew |
$29.4K - $30.5K
|
1.35K
$30.6K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-37.3K- 8.83% |
$811K - $840K
|
385K
$8.71M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.45KNew |
$31.6K - $32.7K
|
1.45K
$32.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
369+ 6.21% |
$8.03K - $8.32K
|
6.31K
$143K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
157New |
$3.42K - $3.54K
|
157
$3.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.35K+ 95.2% |
$29.3K - $30.4K
|
2.76K
$62.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-492- 3.0% |
$10.7K - $11.1K
|
15.9K
$360K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24KNew |
$523K - $542K
|
24K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
35.2KNew |
$765K - $793K
|
35.2K
$796K
|