Latest Institutional Purchases of Schwab Strategic Tr 5 10 Yr C (SCHI)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr 5 10 Yr C (SCHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.64M+ 22184.46% |
$166M - $172M
|
7.68M
$170M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.3M+ 23524.32% |
$137M - $142M
|
6.33M
$140M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
296K+ 3.63% |
$6.44M - $6.68M
|
8.45M
$187M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
166KNew |
$3.62M - $3.76M
|
166K
$3.68M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.5K+ 31.56% |
$1.64M - $1.7M
|
315K
$6.96M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
65.3K+ 159.53% |
$1.42M - $1.47M
|
106K
$2.35M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
62.6K+ 67.63% |
$1.36M - $1.41M
|
155K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
61.9K+ 12.55% |
$1.35M - $1.4M
|
555K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
61.6K+ 277.46% |
$1.34M - $1.39M
|
83.8K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
52.3K+ 4.85% |
$1.14M - $1.18M
|
1.13M
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.5K+ 28.22% |
$1.12M - $1.16M
|
234K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
49.7K+ 27.58% |
$1.08M - $1.12M
|
230K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38.4KNew |
$837K - $867K
|
38.4K
$850K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
35.2KNew |
$765K - $793K
|
35.2K
$778K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
34K+ 36.27% |
$741K - $768K
|
128K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
33.2K+ 53.04% |
$723K - $749K
|
95.8K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.9K+ 22.49% |
$608K - $630K
|
152K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.5KNew |
$578K - $599K
|
26.5K
$587K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
26.5K+ 9.55% |
$578K - $599K
|
304K
$6.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26.2KNew |
$570K - $591K
|
26.2K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.5K+ 104.63% |
$556K - $576K
|
49.9K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24KNew |
$523K - $542K
|
24K
$532K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
23.3KNew |
$507K - $525K
|
23.3K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.8KNew |
$453K - $470K
|
20.8K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$438K - $454K
|
20.1K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19K+ 36.17% |
$413K - $428K
|
71.5K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19KNew |
$413K - $428K
|
19K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
17.6K+ 17.25% |
$384K - $397K
|
120K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16.1K+ 5.44% |
$350K - $363K
|
312K
$6.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.5KNew |
$315K - $327K
|
14.5K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
12.9KNew |
$280K - $290K
|
12.9K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.8K+ 148.83% |
$280K - $290K
|
21.5K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8KNew |
$279K - $289K
|
12.8K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.7KNew |
$276K - $287K
|
12.7K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6KNew |
$274K - $284K
|
12.6K
$279K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 5.96% |
$256K - $265K
|
209K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 10.8% |
$253K - $263K
|
119K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4KNew |
$249K - $258K
|
11.4K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.2KNew |
$244K - $253K
|
11.2K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$242K - $251K
|
11.1K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9KNew |
$238K - $247K
|
10.9K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.9K+ 20.62% |
$238K - $247K
|
63.9K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.6K+ 7.83% |
$230K - $239K
|
146K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 18.84% |
$230K - $238K
|
66.6K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1KNew |
$220K - $228K
|
10.1K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
9.97K+ 14.4% |
$217K - $225K
|
79.2K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.8K+ 1.57% |
$213K - $221K
|
635K
$14.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.26KNew |
$202K - $209K
|
9.26K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.57K+ 28.0% |
$186K - $193K
|
39.2K
$866K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
7.57K+ 5.59% |
$165K - $171K
|
143K
$3.17M
|