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 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.36K+ 4.33% |
$160K - $166K
|
177K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.35K+ 45.63% |
$160K - $166K
|
23.4K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.7K+ 16.96% |
$146K - $151K
|
46.2K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.21K+ 725.82% |
$135K - $140K
|
7.07K
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.29K+ 12.03% |
$115K - $119K
|
49.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.93K+ 14.52% |
$107K - $111K
|
38.9K
$859K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.7K+ 1.06% |
$102K - $106K
|
447K
$9.89M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65K+ 9.89% |
$101K - $105K
|
51.7K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.43KNew |
$96.4K - $99.9K
|
4.43K
$98K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.29KNew |
$93.5K - $96.9K
|
4.29K
$95K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.21K+ 24.39% |
$91.7K - $95K
|
21.5K
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
4.17K+ 13.55% |
$90.7K - $94K
|
34.9K
$773K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.16K+ 27.43% |
$90.5K - $93.8K
|
19.3K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.8K+ 114.47% |
$82.8K - $85.8K
|
7.13K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3.52K+ 5.05% |
$76.7K - $79.4K
|
73.2K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.24K+ 14.67% |
$70.4K - $73K
|
25.3K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.96K+ 6.55% |
$64.4K - $66.7K
|
48.1K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.83K+ 4.02% |
$61.6K - $63.9K
|
73.3K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.65K+ 946.07% |
$57.7K - $59.8K
|
2.93K
$64.8K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.58K+ 25.25% |
$56.2K - $58.2K
|
12.8K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.52K+ 0.23% |
$54.9K - $56.9K
|
1.08M
$23.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.4KNew |
$52.2K - $54.1K
|
2.4K
$53K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.29K+ 46.51% |
$49.8K - $51.6K
|
7.21K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.22K+ 10.98% |
$48.2K - $50K
|
22.4K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.2K+ 2.32% |
$47.9K - $49.6K
|
96.8K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.92K+ 6.36% |
$41.8K - $43.3K
|
32.1K
$710K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.89K+ 20.73% |
$41.2K - $42.7K
|
11K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.74K+ 14.82% |
$37.8K - $39.1K
|
13.4K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.45KNew |
$31.6K - $32.7K
|
1.45K
$32.1K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.35KNew |
$29.4K - $30.5K
|
1.35K
$29.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.35K+ 95.2% |
$29.3K - $30.4K
|
2.76K
$61.1K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.23K+ 0.98% |
$26.8K - $27.8K
|
127K
$2.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.09K+ 5.69% |
$23.6K - $24.5K
|
20.2K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
956+ 6.85% |
$20.8K - $21.6K
|
14.9K
$330K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
877New |
$19.1K - $19.8K
|
877
$19.4K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
828+ 3.99% |
$18K - $18.7K
|
21.6K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
815+ 4.0% |
$17.7K - $18.4K
|
21.2K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
632+ 6.42% |
$13.8K - $14.3K
|
10.5K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
606New |
$13.2K - $13.7K
|
606
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
560+ 4666.67% |
$12.2K - $12.6K
|
572
$12.7K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
540+ 8.27% |
$11.8K - $12.2K
|
7.07K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480New |
$10.4K - $10.8K
|
480
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
369+ 6.21% |
$8.03K - $8.32K
|
6.31K
$140K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
251New |
$5.46K - $5.66K
|
251
$5.55K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
214New |
$4.66K - $4.83K
|
214
$4.73K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
207+ 0.65% |
$4.51K - $4.67K
|
31.9K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
195+ 3.37% |
$4.25K - $4.4K
|
5.98K
$132K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
188+ 0.26% |
$4.09K - $4.24K
|
73.2K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
157New |
$3.42K - $3.54K
|
157
$3.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
136+ 3.4% |
$2.96K - $3.07K
|
4.13K
$91.4K
|