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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.28% |
$225 - $232
|
792
$18.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 3.99% |
$53.6K - $55.4K
|
57.5K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35.4K- 39.3% |
$796K - $822K
|
54.7K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
60New |
$1.35K - $1.39K
|
60
$1.38K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.79K+ 9.74% |
$108K - $111K
|
53.9K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
119+ 3.26% |
$2.67K - $2.76K
|
3.77K
$86.5K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
4.23K+ 8.08% |
$95K - $98.2K
|
56.6K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
14.2K+ 4.2% |
$319K - $330K
|
352K
$8.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
180+ 0.74% |
$4.04K - $4.18K
|
24.4K
$560K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
44New |
$988 - $1.02K
|
44
$1.01K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 9.09% |
$22.5 - $23.2
|
12
$275
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
562+ 5.61% |
$12.6K - $13K
|
10.6K
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-250- 67.93% |
$5.61K - $5.8K
|
118
$2.7K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
12.1K+ 3.69% |
$272K - $281K
|
340K
$7.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6+ 0.07% |
$135 - $139
|
9.11K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 26.27% |
$84.3K - $87.1K
|
10.5K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.19KNew |
$206K - $213K
|
9.19K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.95KNew |
$66.2K - $68.4K
|
2.95K
$67.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.95K+ 77.78% |
$179K - $185K
|
18.2K
$417K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.16K- 5.09% |
$26K - $26.9K
|
21.6K
$495K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.56K+ 13.43% |
$57.5K - $59.5K
|
21.6K
$496K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
380+ 6.21% |
$8.53K - $8.82K
|
6.5K
$149K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
501+ 18.07% |
$11.2K - $11.6K
|
3.27K
$75K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
14.2K+ 14.1% |
$320K - $330K
|
115K
$2.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
37.1K+ 8.62% |
$833K - $861K
|
468K
$10.7M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
37.2K+ 6.69% |
$835K - $863K
|
593K
$13.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
36+ 0.2% |
$808 - $835
|
17.7K
$406K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-592- 3.84% |
$13.3K - $13.7K
|
14.8K
$340K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12.5KNew |
$280K - $289K
|
12.5K
$285K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
359+ 200.56% |
$8.06K - $8.33K
|
538
$12.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
401+ 8.9% |
$9K - $9.3K
|
4.91K
$112K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-9- 36.0% |
$202 - $209
|
16
$367
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
131KNew |
$2.93M - $3.03M
|
131K
$3M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-269- 2.55% |
$6.04K - $6.24K
|
10.3K
$235K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
162+ 0.79% |
$3.64K - $3.76K
|
20.8K
$477K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
275+ 5.76% |
$6.17K - $6.38K
|
5.05K
$116K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
44+ 48.35% |
$988 - $1.02K
|
135
$3.09K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
37.1K+ 27.23% |
$833K - $860K
|
173K
$3.97M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.9K- 3.89% |
$981K - $1.02M
|
1.11M
$25.4M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
9.05KNew |
$198K - $206K
|
9.05K
$207K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
216New |
$4.72K - $4.92K
|
216
$4.95K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.49K+ 2.54% |
$98.2K - $102K
|
182K
$4.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
746New |
$16.3K - $17K
|
746
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.75K- 9.2% |
$38.2K - $39.7K
|
17.2K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
39.9KNew |
$872K - $909K
|
39.9K
$915K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
8.95KNew |
$196K - $204K
|
8.95K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.1K- 34.19% |
$287K - $299K
|
25.3K
$580K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16.2K+ 50.06% |
$355K - $370K
|
48.7K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
134New |
$2.93K - $3.05K
|
134
$3.07K
|
|