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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28- 7.49% |
$629 - $650
|
346
$7.93K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-9- 36.0% |
$202 - $209
|
16
$367
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5- 0.03% |
$112 - $116
|
14.4K
$330K
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-179K- 21.37% |
$3.9M - $4.06M
|
657K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-116K- 91.86% |
$2.54M - $2.64M
|
10.3K
$236K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.9K- 3.89% |
$981K - $1.02M
|
1.11M
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.1K- 34.19% |
$287K - $299K
|
25.3K
$580K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.15K- 29.36% |
$134K - $140K
|
14.8K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 3.75% |
$48.3K - $50.3K
|
56.8K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.75K- 9.2% |
$38.2K - $39.7K
|
17.2K
$395K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-938- 7.86% |
$20.5K - $21.3K
|
11K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-751- 92.03% |
$16.4K - $17.1K
|
65
$1.49K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-746- 85.06% |
$16.3K - $17K
|
131
$3K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-414- 2.05% |
$9.05K - $9.42K
|
19.8K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-269- 33.05% |
$5.88K - $6.12K
|
545
$12.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-96- 1.01% |
$2.1K - $2.18K
|
9.41K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-86- 32.95% |
$1.88K - $1.96K
|
175
$4.01K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-69- 52.27% |
$1.51K - $1.57K
|
63
$1.44K
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-27.4K- 45.07% |
$597K - $619K
|
33.4K
$766K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 19.35% |
$40.6K - $42.1K
|
7.78K
$178K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-257- 1.0% |
$5.59K - $5.8K
|
25.3K
$580K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18- 50.0% |
$392 - $406
|
18
$413
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9- 0.54% |
$196 - $203
|
1.67K
$38.3K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48.3K- 98.96% |
$1.06M - $2.23M
|
506
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.66K- 29.39% |
$103K - $215K
|
11.2K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-184- 29.39% |
$4.05K - $8.49K
|
442
$10.1K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.7K- 8.15% |
$118K - $125K
|
30.5K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.01K- 17.88% |
$44K - $46.6K
|
4.62K
$106K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-904- 10.75% |
$39.5K - $41.8K
|
7.51K
$172K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-555- 5.44% |
$24.3K - $25.7K
|
9.65K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 16.67% |
$43.7 - $46.3
|
5
$115
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24.2K- 16.53% |
$1.04M - $1.08M
|
122K
$2.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.3K- 13.3% |
$358K - $369K
|
54.1K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-6.99K- 99.96% |
$301K - $310K
|
3
$68.8
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.62K- 3.43% |
$69.7K - $71.8K
|
45.6K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
$69.3K - $71.4K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.52K- 1.09% |
$65.7K - $67.7K
|
139K
$3.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-163- 3.16% |
$7.03K - $7.24K
|
5K
$115K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-86- 18.86% |
$3.71K - $3.82K
|
370
$8.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-25- 0.07% |
$1.08K - $1.11K
|
33.6K
$770K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-122K- 90.39% |
$5.34M - $5.48M
|
12.9K
$297K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-88.2K- 63.4% |
$3.87M - $3.97M
|
50.9K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-68.6K- 65.1% |
$3.01M - $3.09M
|
36.8K
$843K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 71.4% |
$2.21M - $2.26M
|
20.2K
$462K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-13K- 43.53% |
$572K - $587K
|
16.9K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-10.4K- 59.54% |
$458K - $470K
|
7.09K
$163K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-602- 6.64% |
$26.4K - $27.1K
|
8.46K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-559- 96.88% |
$24.5K - $25.1K
|
18
$413
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-112Closed |
$4.91K - $5.04K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-90- 28.13% |
$3.95K - $4.05K
|
230
$5.27K
|
|