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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.93K+ 14.52% |
$107K - $111K
|
38.9K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
560+ 4666.67% |
$12.2K - $12.6K
|
572
$13.1K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6KNew |
$274K - $284K
|
12.6K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.29KNew |
$93.5K - $96.9K
|
4.29K
$98.4K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$242K - $251K
|
11.1K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
92+ 0.9% |
$2K - $2.08K
|
10.3K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
23.3KNew |
$507K - $525K
|
23.3K
$534K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$2.18K - $2.26K
|
100
$2.29K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.5K+ 104.63% |
$556K - $576K
|
49.9K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.65K+ 946.07% |
$57.7K - $59.8K
|
2.93K
$67.1K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
828+ 3.99% |
$18K - $18.7K
|
21.6K
$495K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.35KNew |
$29.4K - $30.5K
|
1.35K
$31K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
157New |
$3.42K - $3.54K
|
157
$3.6K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.45KNew |
$31.6K - $32.7K
|
1.45K
$33.2K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480New |
$10.4K - $10.8K
|
480
$11K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18- 50.0% |
$392 - $406
|
18
$413
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 19.35% |
$40.6K - $42.1K
|
7.78K
$178K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.4KNew |
$52.2K - $54.1K
|
2.4K
$54.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
29New |
$631 - $654
|
29
$665
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
606New |
$13.2K - $13.7K
|
606
$13.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-27.4K- 45.07% |
$597K - $619K
|
33.4K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
26New |
$566 - $587
|
26
$596
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9- 0.54% |
$196 - $203
|
1.67K
$38.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-257- 1.0% |
$5.59K - $5.8K
|
25.3K
$580K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.16KNew |
$25.6K - $53.7K
|
1.16K
$26.7K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
32K+ 99.14% |
$704K - $1.48M
|
64.2K
$1.47M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
104New |
$2.29K - $4.8K
|
104
$2.38K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
55.5K+ 39.29% |
$1.22M - $2.56M
|
197K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
4.27KNew |
$94.1K - $197K
|
4.27K
$98K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
93+ 100.0% |
$2.05K - $4.29K
|
186
$4.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.66K- 29.39% |
$103K - $215K
|
11.2K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9.1KNew |
$200K - $420K
|
9.1K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
10K+ 100.0% |
$220K - $462K
|
20K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
47.6K+ 162.71% |
$1.05M - $2.2M
|
76.9K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
57.8K+ 197.66% |
$1.27M - $2.67M
|
87.1K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
68.6K+ 218.48% |
$1.51M - $3.17M
|
100K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.57KNew |
$101K - $211K
|
4.57K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271+ 100.0% |
$5.97K - $12.5K
|
542
$12.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
122+ 100.0% |
$2.69K - $5.63K
|
244
$5.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
18+ 100.0% |
$396 - $831
|
36
$825
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-184- 29.39% |
$4.05K - $8.49K
|
442
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
689+ 100.0% |
$15.2K - $31.8K
|
1.38K
$31.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.6KNew |
$277K - $581K
|
12.6K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
456+ 99.78% |
$10K - $21K
|
913
$20.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
58+ 30.21% |
$1.28K - $2.68K
|
250
$5.73K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
112+ 100.0% |
$2.47K - $5.17K
|
224
$5.13K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
117+ 100.0% |
$2.58K - $5.4K
|
234
$5.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
16New |
$352 - $739
|
16
$367
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.5K+ 7.62% |
$121K - $254K
|
77.6K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.47M+ 156.68% |
$76.4M - $160M
|
5.68M
$130M
|
|