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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
55.3K+ 133.41% |
$1.21M - $1.26M
|
96.7K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$262 - $273
|
12
$275
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.2KNew |
$398K - $414K
|
18.2K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
46+ 0.22% |
$1.01K - $1.05K
|
20.9K
$478K
|
|
|
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 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
151K+ 1039.79% |
$3.29M - $3.43M
|
165K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-751- 92.03% |
$16.4K - $17.1K
|
65
$1.49K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-69- 52.27% |
$1.51K - $1.57K
|
63
$1.44K
|
|
|
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
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.85KNew |
$193K - $201K
|
8.85K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-269- 33.05% |
$5.88K - $6.12K
|
545
$12.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
3.96KNew |
$86.5K - $90.1K
|
3.96K
$90.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
57New |
$1.25K - $1.3K
|
57
$1.31K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 11.9% |
$29.7K - $31K
|
12.8K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.14K+ 19.5% |
$46.6K - $48.6K
|
13.1K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50New |
$1.09K - $1.14K
|
50
$1.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.15K- 29.36% |
$134K - $140K
|
14.8K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
690+ 78.41% |
$15.1K - $15.7K
|
1.57K
$36K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-86- 32.95% |
$1.88K - $1.96K
|
175
$4.01K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
$21.9 - $22.8
|
1.05K
$24.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
204KNew |
$4.45M - $4.64M
|
204K
$4.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.83KNew |
$193K - $201K
|
8.83K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10KNew |
$218K - $228K
|
10K
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.86KNew |
$40.7K - $42.4K
|
1.86K
$42.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.43KNew |
$31.3K - $32.6K
|
1.43K
$32.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.41KNew |
$206K - $214K
|
9.41K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
192New |
$4.2K - $4.37K
|
192
$4.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-96- 1.01% |
$2.1K - $2.18K
|
9.41K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.48K+ 26.64% |
$54.1K - $56.3K
|
11.8K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
9.96KNew |
$218K - $227K
|
9.96K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
103+ 51.5% |
$2.25K - $2.34K
|
303
$6.94K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.7KNew |
$37.1K - $38.7K
|
1.7K
$38.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.48KNew |
$120K - $125K
|
5.48K
$126K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-938- 7.86% |
$20.5K - $21.3K
|
11K
$252K
|
|
|
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 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$339K - $353K
|
15.5K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
67New |
$1.46K - $1.52K
|
67
$1.54K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$266K - $277K
|
12.2K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
176New |
$3.85K - $4.01K
|
176
$4.03K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-116K- 91.86% |
$2.54M - $2.64M
|
10.3K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.04KNew |
$44.6K - $46.4K
|
2.04K
$46.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
53New |
$1.16K - $1.21K
|
53
$1.21K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
511KNew |
$11.2M - $11.6M
|
511K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.5KNew |
$252K - $262K
|
11.5K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-746- 85.06% |
$16.3K - $17K
|
131
$3K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$435 - $451
|
20
$458
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
214New |
$4.66K - $4.83K
|
214
$4.9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.29K+ 46.51% |
$49.8K - $51.6K
|
7.21K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$438K - $454K
|
20.1K
$461K
|
|