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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.9K- 0.57% |
$934K - $968K
|
7.46M
$169M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
25New |
$544 - $564
|
25
$566
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.9K+ 22.49% |
$608K - $630K
|
152K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
136+ 3.4% |
$2.96K - $3.07K
|
4.13K
$93.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480New |
$10.4K - $10.8K
|
480
$10.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
251New |
$5.46K - $5.66K
|
251
$5.68K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-442- 1.82% |
$9.62K - $9.97K
|
23.8K
$539K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.2K+ 2.32% |
$47.9K - $49.6K
|
96.8K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.75K- 36.74% |
$125K - $130K
|
9.89K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-3.08K- 2.86% |
$67.1K - $69.5K
|
104K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 0.13% |
$871 - $902
|
30.1K
$682K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.09K+ 5.69% |
$23.6K - $24.5K
|
20.2K
$457K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18- 50.0% |
$392 - $406
|
18
$408
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.7KNew |
$276K - $287K
|
12.7K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.88% |
$196 - $203
|
1.03K
$23.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.16K+ 27.43% |
$90.5K - $93.8K
|
19.3K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.21K+ 24.39% |
$91.7K - $95K
|
21.5K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
29New |
$631 - $654
|
29
$657
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.92K+ 6.36% |
$41.8K - $43.3K
|
32.1K
$726K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-436- 4.17% |
$9.49K - $9.84K
|
10K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-535- 5.33% |
$11.6K - $12.1K
|
9.51K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 19.35% |
$40.6K - $42.1K
|
7.78K
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.4KNew |
$52.2K - $54.1K
|
2.4K
$54.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8KNew |
$279K - $289K
|
12.8K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
606New |
$13.2K - $13.7K
|
606
$13.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.31% |
$152 - $158
|
2.28K
$51.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.29K+ 12.03% |
$115K - $119K
|
49.2K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-27.4K- 45.07% |
$597K - $619K
|
33.4K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
$21.8 - $22.6
|
1.05K
$23.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
26New |
$566 - $587
|
26
$589
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.95K- 95.55% |
$42.5K - $44.1K
|
91
$2.06K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9- 0.54% |
$196 - $203
|
1.67K
$37.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-257- 1.0% |
$5.59K - $5.8K
|
25.3K
$573K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
26.5K+ 9.55% |
$578K - $599K
|
304K
$6.89M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
25+ 0.14% |
$544 - $564
|
17.6K
$399K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55K+ 15.13% |
$78.1K - $164K
|
27K
$611K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.16KNew |
$25.6K - $53.7K
|
1.16K
$26.4K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
32K+ 99.14% |
$704K - $1.48M
|
64.2K
$1.45M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
104New |
$2.29K - $4.8K
|
104
$2.35K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
55.5K+ 39.29% |
$1.22M - $2.56M
|
197K
$4.46M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.98K- 99.0% |
$43.6K - $91.4K
|
20
$453
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
67+ 100.0% |
$1.48K - $3.09K
|
134
$3.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.2KNew |
$995K - $2.09M
|
45.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
93+ 100.0% |
$2.05K - $4.29K
|
186
$4.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
4.27KNew |
$94.1K - $197K
|
4.27K
$96.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
690New |
$15.2K - $31.9K
|
690
$15.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
36.3K+ 129.52% |
$799K - $1.67M
|
64.3K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.66K- 29.39% |
$103K - $215K
|
11.2K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.28K+ 95.94% |
$160K - $336K
|
14.9K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9.1KNew |
$200K - $420K
|
9.1K
$206K
|
|