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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
913K+ 14.43% |
$20M - $20.8M
|
7.24M
$165M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
511KNew |
$11.2M - $11.6M
|
511K
$11.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
204KNew |
$4.45M - $4.64M
|
204K
$4.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
174K+ 60.32% |
$3.8M - $3.95M
|
462K
$10.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
167K+ 43.34% |
$3.64M - $3.79M
|
551K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
151K+ 1039.79% |
$3.29M - $3.43M
|
165K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
139K+ 58.7% |
$3.04M - $3.17M
|
377K
$8.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
136K+ 11.98% |
$2.96M - $3.09M
|
1.27M
$28.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.1K+ 3.94% |
$2.06M - $2.14M
|
2.48M
$56.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
82.9K+ 36.04% |
$1.81M - $1.89M
|
313K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
82.2KNew |
$1.8M - $1.87M
|
82.2K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
69.2K+ 66.28% |
$1.51M - $1.58M
|
174K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
55.3K+ 133.41% |
$1.21M - $1.26M
|
96.7K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.8K+ 16.78% |
$1.15M - $1.2M
|
367K
$8.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
47.5K+ 73.95% |
$1.04M - $1.08M
|
112K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45.8KNew |
$1M - $1.04M
|
45.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
39.9KNew |
$872K - $909K
|
39.9K
$908K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
32.8K+ 10.52% |
$717K - $746K
|
345K
$7.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30.8K+ 745.05% |
$672K - $701K
|
34.9K
$794K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29K+ 27.28% |
$633K - $659K
|
135K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
28.1KNew |
$614K - $639K
|
28.1K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5K+ 96.75% |
$535K - $557K
|
49.8K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.1K+ 154.82% |
$504K - $525K
|
38K
$864K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23KNew |
$503K - $524K
|
23K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
21.8K+ 27.57% |
$477K - $497K
|
101K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
19.7KNew |
$431K - $449K
|
19.7K
$449K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
19.1KNew |
$417K - $434K
|
19.1K
$434K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
18.3K+ 11.0% |
$400K - $417K
|
185K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.2KNew |
$398K - $414K
|
18.2K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
17.4K+ 49.96% |
$381K - $397K
|
52.4K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
16.6K+ 2.61% |
$362K - $377K
|
652K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
16.4K+ 13.71% |
$359K - $374K
|
136K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16.2K+ 50.06% |
$355K - $370K
|
48.7K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$339K - $353K
|
15.5K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
15.4K+ 139.71% |
$336K - $350K
|
26.4K
$601K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$314K - $328K
|
14.4K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.7K+ 9.03% |
$300K - $313K
|
166K
$3.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.6KNew |
$297K - $309K
|
13.6K
$309K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 10.34% |
$289K - $301K
|
141K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$266K - $277K
|
12.2K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.5KNew |
$252K - $262K
|
11.5K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.8K+ 106.8% |
$235K - $245K
|
20.9K
$475K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.1K+ 63.54% |
$221K - $230K
|
26K
$592K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10KNew |
$218K - $228K
|
10K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
9.96KNew |
$218K - $227K
|
9.96K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.41KNew |
$206K - $214K
|
9.41K
$214K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.41KNew |
$206K - $214K
|
9.41K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.33KNew |
$204K - $212K
|
9.33K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
8.95KNew |
$196K - $204K
|
8.95K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
8.93K+ 2.93% |
$195K - $203K
|
313K
$7.13M
|