Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-179K- 21.37% |
$3.9M - $4.06M
|
657K
$14.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-127K- 1.7% |
$2.78M - $2.89M
|
7.34M
$167M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-116K- 91.86% |
$2.54M - $2.64M
|
10.3K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-87.5K- 1.04% |
$1.91M - $1.99M
|
8.37M
$190M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-86.1K- 55.53% |
$1.88M - $1.96M
|
69K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.9K- 3.89% |
$981K - $1.02M
|
1.11M
$25.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-33.6K- 40.04% |
$733K - $764K
|
50.3K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.9K- 9.8% |
$501K - $522K
|
211K
$4.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-21.8K- 14.05% |
$477K - $497K
|
133K
$3.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.7K- 82.81% |
$474K - $494K
|
4.5K
$102K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 14.87% |
$424K - $442K
|
111K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19K- 6.79% |
$415K - $433K
|
261K
$5.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-17.7K- 12.14% |
$387K - $403K
|
128K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.6K- 3.71% |
$362K - $377K
|
430K
$9.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.9K- 35.62% |
$305K - $317K
|
25.2K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.1K- 34.19% |
$287K - $299K
|
25.3K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-11.6K- 31.95% |
$254K - $265K
|
24.8K
$563K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.1K- 99.98% |
$220K - $230K
|
2
$45.5
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.98K- 37.58% |
$218K - $227K
|
16.6K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.55K- 0.88% |
$209K - $217K
|
1.07M
$24.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.02K- 17.36% |
$175K - $183K
|
38.2K
$869K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.17K- 51.92% |
$157K - $163K
|
6.63K
$151K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-6.82K- 5.35% |
$149K - $155K
|
121K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.46K- 9.54% |
$141K - $147K
|
61.3K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.15K- 29.36% |
$134K - $140K
|
14.8K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.76K- 18.06% |
$126K - $131K
|
26.1K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.79K- 80.11% |
$105K - $109K
|
1.19K
$27.1K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.43KClosed |
$96.8K - $101K
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.99K- 4.16% |
$87.1K - $90.7K
|
91.8K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.94K- 5.91% |
$86K - $89.6K
|
62.6K
$1.42M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.52K- 8.65% |
$76.9K - $80.1K
|
37.2K
$846K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.4K- 4.64% |
$74.3K - $77.4K
|
69.9K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.07K- 5.39% |
$67.1K - $69.9K
|
53.9K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.82K- 38.99% |
$61.7K - $64.3K
|
4.42K
$100K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.34K- 0.28% |
$51.1K - $53.2K
|
832K
$18.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 3.75% |
$48.3K - $50.3K
|
56.8K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.81K- 17.96% |
$39.5K - $41.1K
|
8.25K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.75K- 9.2% |
$38.2K - $39.7K
|
17.2K
$392K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.05K- 1.08% |
$22.9K - $23.9K
|
95.8K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.02K- 4.29% |
$22.3K - $23.2K
|
22.8K
$518K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-938- 7.86% |
$20.5K - $21.3K
|
11K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-894- 19.65% |
$19.5K - $20.3K
|
3.66K
$83.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-825- 2.57% |
$18K - $18.8K
|
31.3K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-784- 7.93% |
$17.1K - $17.8K
|
9.11K
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-774- 28.0% |
$16.9K - $17.6K
|
1.99K
$45.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-751- 92.03% |
$16.4K - $17.1K
|
65
$1.48K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-746- 85.06% |
$16.3K - $17K
|
131
$2.98K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-554- 2.62% |
$12.1K - $12.6K
|
20.6K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-488- 3.28% |
$10.7K - $11.1K
|
14.4K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-414- 2.05% |
$9.05K - $9.42K
|
19.8K
$449K
|