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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-359K- 86.3% |
$7.81M - $8.09M
|
57K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-208K- 19.93% |
$4.53M - $4.69M
|
835K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-125K- 34.54% |
$2.73M - $2.83M
|
237K
$5.25M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-99.8K- 22.28% |
$2.17M - $2.25M
|
348K
$7.7M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-81.6K- 49.6% |
$1.78M - $1.84M
|
82.9K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.9K- 0.57% |
$934K - $968K
|
7.46M
$165M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-37.3K- 8.83% |
$811K - $840K
|
385K
$8.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-27.4K- 45.07% |
$597K - $619K
|
33.4K
$739K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27K- 3.13% |
$588K - $609K
|
835K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.8K- 7.63% |
$518K - $536K
|
288K
$6.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-14.1K- 10.07% |
$308K - $319K
|
126K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.13K- 41.5% |
$155K - $161K
|
10.1K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.38K- 2.23% |
$139K - $144K
|
280K
$6.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.75K- 36.74% |
$125K - $130K
|
9.89K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.07K- 6.96% |
$110K - $114K
|
67.8K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.03K- 1.54% |
$87.6K - $90.8K
|
257K
$5.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-3.08K- 2.86% |
$67.1K - $69.5K
|
104K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.71K- 42.78% |
$59.1K - $61.2K
|
3.63K
$80.3K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.22K- 9.59% |
$48.4K - $50.2K
|
21K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 0.17% |
$43.9K - $45.5K
|
1.15M
$25.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.95K- 95.55% |
$42.5K - $44.1K
|
91
$2.01K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.95K- 16.2% |
$42.5K - $44K
|
10.1K
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 19.35% |
$40.6K - $42.1K
|
7.78K
$172K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.8K- 16.23% |
$39.2K - $40.6K
|
9.29K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.49K- 0.95% |
$32.4K - $33.5K
|
155K
$3.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.21K- 7.88% |
$26.4K - $27.4K
|
14.2K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 6.11% |
$25.2K - $26.1K
|
17.8K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.05K- 0.04% |
$22.9K - $23.7K
|
2.39M
$52.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 1.71% |
$22.4K - $23.2K
|
59K
$1.31M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.03K- 7.91% |
$22.3K - $23.1K
|
11.9K
$264K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-847- 0.26% |
$18.4K - $19.1K
|
326K
$7.22M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-832- 80.62% |
$18.1K - $18.8K
|
200
$4.42K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-732- 5.55% |
$15.9K - $16.5K
|
12.5K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-684- 45.66% |
$14.9K - $15.4K
|
814
$18K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-676- 0.51% |
$14.7K - $15.3K
|
131K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-635- 5.55% |
$13.8K - $14.3K
|
10.8K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-535- 5.33% |
$11.6K - $12.1K
|
9.51K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-531- 5.09% |
$11.6K - $12K
|
9.89K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-492- 3.0% |
$10.7K - $11.1K
|
15.9K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-442- 1.82% |
$9.62K - $9.97K
|
23.8K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-436- 4.17% |
$9.49K - $9.84K
|
10K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-407- 0.99% |
$8.86K - $9.18K
|
40.7K
$900K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-306- 2.36% |
$6.66K - $6.9K
|
12.6K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-288- 19.94% |
$6.27K - $6.5K
|
1.16K
$25.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-257- 1.0% |
$5.59K - $5.8K
|
25.3K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-225- 1.6% |
$4.9K - $5.08K
|
13.8K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-168- 1.08% |
$3.66K - $3.79K
|
15.4K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-113- 0.35% |
$2.46K - $2.55K
|
32.5K
$718K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-79- 2.7% |
$1.72K - $1.78K
|
2.85K
$63.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 0.13% |
$871 - $902
|
30.1K
$667K
|