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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-91- 67.41% |
$2.08K - $2.12K
|
44
$1.01K
|
|
| Q3 2025 | |||||||
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-64.8K- 58.29% |
$1.46M - $1.5M
|
46.4K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-49.9K- 28.74% |
$1.12M - $1.16M
|
124K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.4K- 1.71% |
$951K - $983K
|
2.44M
$55.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38.9K- 15.16% |
$874K - $903K
|
218K
$5M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35.4K- 39.3% |
$796K - $822K
|
54.7K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.7K- 3.57% |
$667K - $689K
|
803K
$18.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-16.4K- 12.77% |
$367K - $380K
|
112K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.9K- 41.65% |
$357K - $369K
|
22.3K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-15.4K- 73.57% |
$345K - $356K
|
5.52K
$126K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.8K- 3.43% |
$266K - $274K
|
333K
$7.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11.4K- 40.53% |
$256K - $264K
|
16.7K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.5K- 1.91% |
$236K - $244K
|
541K
$12.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-9.3K- 15.67% |
$209K - $216K
|
50K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.13K- 14.58% |
$205K - $212K
|
53.5K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-9.01K- 6.75% |
$202K - $209K
|
124K
$2.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-7.39K- 37.41% |
$166K - $171K
|
12.4K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.26K- 43.8% |
$163K - $168K
|
9.31K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-7.23K- 14.38% |
$162K - $168K
|
43K
$986K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 26.27% |
$84.3K - $87.1K
|
10.5K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.61K- 8.36% |
$58.6K - $60.6K
|
28.6K
$657K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 3.99% |
$53.6K - $55.4K
|
57.5K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.37K- 3.87% |
$53.3K - $55K
|
58.9K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.84K- 6.11% |
$41.3K - $42.7K
|
28.3K
$648K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.48K- 23.84% |
$33.2K - $34.3K
|
4.73K
$108K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.22K- 1.28% |
$27.4K - $28.4K
|
94.6K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.17K- 4.24% |
$26.3K - $27.2K
|
26.5K
$607K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.16K- 5.09% |
$26K - $26.9K
|
21.6K
$495K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.13K- 8.06% |
$25.4K - $26.3K
|
12.9K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-937- 4.13% |
$21K - $21.7K
|
21.8K
$499K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-918- 6.81% |
$20.6K - $21.3K
|
12.6K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-900- 8.59% |
$20.2K - $20.9K
|
9.58K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-727- 46.36% |
$16.3K - $16.9K
|
841
$19.3K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-708- 0.11% |
$15.9K - $16.4K
|
651K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-681- 0.97% |
$15.3K - $15.8K
|
69.2K
$1.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-592- 3.84% |
$13.3K - $13.7K
|
14.8K
$340K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-546- 0.21% |
$12.3K - $12.7K
|
260K
$5.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-516- 2.92% |
$11.6K - $12K
|
17.1K
$393K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-497- 0.54% |
$11.2K - $11.5K
|
91.3K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-363- 0.58% |
$8.15K - $8.42K
|
61.7K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-281- 1.96% |
$6.31K - $6.52K
|
14.1K
$323K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-271- 1.09% |
$6.08K - $6.29K
|
24.5K
$561K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-269- 2.55% |
$6.04K - $6.24K
|
10.3K
$235K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-258- 3.13% |
$5.79K - $5.99K
|
7.99K
$183K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-250- 67.93% |
$5.61K - $5.8K
|
118
$2.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-220- 87.65% |
$4.94K - $5.1K
|
31
$711
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-152- 0.66% |
$3.41K - $3.53K
|
22.9K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-115- 2.69% |
$2.58K - $2.67K
|
4.16K
$95.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-35- 0.26% |
$786 - $812
|
13.4K
$307K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28- 7.49% |
$629 - $650
|
346
$7.93K
|
|