Latest Institutional Transactions on Schwab Strategic Tr 5 10 Yr C (SCHI)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 5 10 Yr C (SCHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.64K+ 4.4% |
$37.4K - $38K
|
38.8K
$889K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22+ 0.15% |
$504 - $512
|
14.9K
$341K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
6.26KNew |
$143K - $146K
|
6.26K
$144K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
357New |
$8.17K - $8.31K
|
357
$8.18K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-661- 39.56% |
$15.1K - $15.4K
|
1.01K
$23.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
119K+ 9.1% |
$2.72M - $2.77M
|
1.43M
$32.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
537+ 2.48% |
$12.3K - $12.5K
|
22.2K
$508K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$68.7 - $69.8
|
10.3K
$235K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
13+ 1.64% |
$298 - $303
|
805
$18.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.2K- 29.55% |
$370K - $376K
|
38.6K
$884K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
47+ 0.27% |
$1.08K - $1.09K
|
17.7K
$407K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
299+ 1.06% |
$6.84K - $6.96K
|
28.4K
$651K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.75K- 17.36% |
$85.9K - $87.3K
|
17.9K
$409K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.62% |
$298 - $303
|
2.11K
$48.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.04K- 44.53% |
$46.6K - $47.4K
|
2.54K
$58.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
8.48K+ 1.81% |
$194K - $197K
|
476K
$10.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 17.91% |
$260K - $264K
|
74.8K
$1.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-366- 0.28% |
$8.38K - $8.52K
|
130K
$2.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2.55KNew |
$58.4K - $59.3K
|
2.55K
$58.4K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
527+ 0.71% |
$12.1K - $12.3K
|
74.5K
$1.71M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-91- 67.41% |
$2.08K - $2.12K
|
44
$1.01K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
349+ 1.0% |
$7.99K - $8.12K
|
35.3K
$809K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.3K+ 27.04% |
$523K - $540K
|
109K
$2.51M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
128New |
$2.87K - $2.97K
|
128
$2.93K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.17K+ 38.18% |
$93.5K - $96.7K
|
15.1K
$346K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 55.23% |
$24.7K - $25.5K
|
3.09K
$70.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.23K+ 31.49% |
$50K - $51.6K
|
9.3K
$213K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-9.3K- 15.67% |
$209K - $216K
|
50K
$1.15M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
221K+ 3.05% |
$4.95M - $5.12M
|
7.46M
$171M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.8K- 3.43% |
$266K - $274K
|
333K
$7.63M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
982New |
$22K - $22.8K
|
982
$22.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$272K - $281K
|
12.1K
$278K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
8.93KNew |
$200K - $207K
|
8.93K
$205K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
534KNew |
$12M - $12.4M
|
534K
$12.2M
|
|
|
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
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.26K- 43.8% |
$163K - $168K
|
9.31K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
70.6K+ 22.56% |
$1.59M - $1.64M
|
384K
$8.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-937- 4.13% |
$21K - $21.7K
|
21.8K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.52K+ 0.23% |
$56.6K - $58.4K
|
1.07M
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.65K+ 25.95% |
$217K - $224K
|
46.8K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.85K+ 61.18% |
$221K - $229K
|
26K
$595K
|
|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.4K+ 9.0% |
$166K - $172K
|
89.6K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.7K+ 15.86% |
$1.34M - $1.39M
|
436K
$10M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.47K+ 15.78% |
$33.1K - $34.2K
|
10.8K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.5K+ 727.75% |
$2.14M - $2.22M
|
109K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.2K+ 97.22% |
$857K - $886K
|
77.4K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.22K+ 8.49% |
$27.3K - $28.2K
|
15.6K
$356K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.8K+ 193.52% |
$960K - $992K
|
64.9K
$1.49M
|
|