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 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
9.82KNew |
$221K - $228K
|
9.82K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.27K+ 93.44% |
$28.4K - $29.4K
|
2.62K
$60.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
450+ 4500.0% |
$10.1K - $10.4K
|
460
$10.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
150K+ 25.86% |
$3.37M - $3.48M
|
730K
$16.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-7.39K- 37.41% |
$166K - $171K
|
12.4K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.82KNew |
$220K - $228K
|
9.82K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.6K+ 12.4% |
$462K - $477K
|
186K
$4.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
218+ 20.3% |
$4.89K - $5.06K
|
1.29K
$29.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.47KNew |
$212K - $220K
|
9.47K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.2K+ 21.48% |
$94.4K - $97.5K
|
23.8K
$545K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-258- 3.13% |
$5.79K - $5.99K
|
7.99K
$183K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.27K+ 17484.62% |
$51K - $52.7K
|
2.29K
$52.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
38New |
$853 - $882
|
38
$871
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.37K- 3.87% |
$53.3K - $55K
|
58.9K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-727- 46.36% |
$16.3K - $16.9K
|
841
$19.3K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5- 0.03% |
$112 - $116
|
14.4K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.9K+ 0.37% |
$605K - $625K
|
7.36M
$169M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.48K- 23.84% |
$33.2K - $34.3K
|
4.73K
$108K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
15.7KNew |
$352K - $364K
|
15.7K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.38K+ 94.78% |
$98.3K - $102K
|
9K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-546- 0.21% |
$12.3K - $12.7K
|
260K
$5.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-900- 8.59% |
$20.2K - $20.9K
|
9.58K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.65K+ 3.96% |
$59.4K - $61.4K
|
69.5K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-35- 0.26% |
$786 - $812
|
13.4K
$307K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.44KNew |
$32.3K - $33.4K
|
1.44K
$33K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.4KNew |
$637K - $659K
|
28.4K
$651K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-9.01K- 6.75% |
$202K - $209K
|
124K
$2.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 0.48% |
$225 - $232
|
2.1K
$48.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 5.56% |
$22.5 - $23.2
|
19
$435
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-918- 6.81% |
$20.6K - $21.3K
|
12.6K
$288K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
199K+ 136.11% |
$4.47M - $4.62M
|
346K
$7.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.17K- 4.24% |
$26.3K - $27.2K
|
26.5K
$607K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.53K+ 17.68% |
$214K - $221K
|
63.4K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-271- 1.09% |
$6.08K - $6.29K
|
24.5K
$561K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
597New |
$13.4K - $13.9K
|
597
$13.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
28.7KNew |
$645K - $667K
|
28.7K
$659K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.7K- 3.57% |
$667K - $689K
|
803K
$18.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28- 7.49% |
$629 - $650
|
346
$7.93K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.95K+ 29.08% |
$88.8K - $91.7K
|
17.6K
$402K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-516- 2.92% |
$11.6K - $12K
|
17.1K
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2K+ 5.69% |
$44.9K - $46.4K
|
37.2K
$852K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
12.3KNew |
$276K - $285K
|
12.3K
$282K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.61K+ 76.8% |
$193K - $200K
|
19.8K
$454K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
162+ 1.26% |
$3.64K - $3.76K
|
13K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
63.3K+ 44.86% |
$1.42M - $1.47M
|
204K
$4.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
571+ 53.77% |
$12.8K - $13.2K
|
1.63K
$37.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
11.9KNew |
$266K - $275K
|
11.9K
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-49.9K- 28.74% |
$1.12M - $1.16M
|
124K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.2KNew |
$26.9K - $27.8K
|
1.2K
$27.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.22K- 1.28% |
$27.4K - $28.4K
|
94.6K
$2.17M
|
|