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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
10.5KNew |
$236K - $244K
|
10.5K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
165+ 1.27% |
$3.7K - $3.83K
|
13.2K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.7KNew |
$598K - $618K
|
26.7K
$611K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
57.4K+ 0.69% |
$1.29M - $1.33M
|
8.42M
$193M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
606KNew |
$13.6M - $14.1M
|
606K
$13.9M
|
|
|
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
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$225K - $233K
|
10K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-681- 0.97% |
$15.3K - $15.8K
|
69.2K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.5K- 1.91% |
$236K - $244K
|
541K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.3K+ 15.34% |
$1.26M - $1.31M
|
424K
$9.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.99K+ 112.95% |
$112K - $116K
|
9.41K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.85K+ 27.92% |
$41.6K - $43K
|
8.49K
$194K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.01K+ 150500.0% |
$67.6K - $69.8K
|
3.01K
$69K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$6.74K - $6.96K
|
300
$6.88K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.61K- 8.36% |
$58.6K - $60.6K
|
28.6K
$657K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
4.31K+ 2.33% |
$96.7K - $99.9K
|
189K
$4.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.34K+ 25.7% |
$142K - $147K
|
31K
$710K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
219K+ 161.85% |
$4.91M - $5.08M
|
354K
$8.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.8K+ 9.48% |
$982K - $1.02M
|
505K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
223+ 0.2% |
$5.01K - $5.17K
|
112K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
39.9K+ 3.15% |
$896K - $926K
|
1.31M
$30M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.13K- 14.58% |
$205K - $212K
|
53.5K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
12.3KNew |
$276K - $285K
|
12.3K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.94K+ 7.63% |
$66K - $68.2K
|
41.5K
$951K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.06K+ 29.35% |
$46.3K - $47.8K
|
9.09K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
11KNew |
$246K - $255K
|
11K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
70New |
$1.57K - $1.62K
|
70
$1.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11KNew |
$246K - $255K
|
11K
$251K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45New |
$1.01K - $1.04K
|
45
$1.03K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.84K- 6.11% |
$41.3K - $42.7K
|
28.3K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11.4K- 40.53% |
$256K - $264K
|
16.7K
$383K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.99K+ 7.6% |
$44.6K - $46.1K
|
28.1K
$644K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-220- 87.65% |
$4.94K - $5.1K
|
31
$711
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.45K+ 5.48% |
$32.5K - $33.5K
|
27.8K
$638K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
754New |
$16.9K - $17.5K
|
754
$17.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
24+ 0.07% |
$539 - $557
|
34.9K
$801K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
4.18K+ 605.51% |
$93.8K - $96.9K
|
4.87K
$112K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-16.4K- 12.77% |
$367K - $380K
|
112K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
21.7K+ 6.93% |
$487K - $504K
|
335K
$7.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.3K+ 1527.15% |
$275K - $285K
|
13.1K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
215+ 88.84% |
$4.83K - $4.99K
|
457
$10.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38.9K- 15.16% |
$874K - $903K
|
218K
$5M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.36K+ 282.91% |
$75.5K - $78K
|
4.55K
$104K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-363- 0.58% |
$8.15K - $8.42K
|
61.7K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26.8KNew |
$601K - $621K
|
26.8K
$614K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.08K+ 5.84% |
$159K - $164K
|
128K
$2.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-64.8K- 58.29% |
$1.46M - $1.5M
|
46.4K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-497- 0.54% |
$11.2K - $11.5K
|
91.3K
$2.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.05K+ 5.01% |
$136K - $140K
|
127K
$2.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
68+ 0.51% |
$1.53K - $1.58K
|
13.5K
$309K
|
|