Latest Institutional Purchases of Schwab Strategic Tr 5 10 Yr C (SCHI)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr 5 10 Yr C (SCHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
606KNew |
$13.6M - $14.1M
|
606K
$13.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
534KNew |
$12M - $12.4M
|
534K
$12.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
221K+ 3.05% |
$4.95M - $5.12M
|
7.46M
$171M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
219K+ 161.85% |
$4.91M - $5.08M
|
354K
$8.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
199K+ 136.11% |
$4.47M - $4.62M
|
346K
$7.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
150K+ 25.86% |
$3.37M - $3.48M
|
730K
$16.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
131KNew |
$2.93M - $3.03M
|
131K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.5K+ 727.75% |
$2.14M - $2.22M
|
109K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
70.6K+ 22.56% |
$1.59M - $1.64M
|
384K
$8.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
63.3K+ 44.86% |
$1.42M - $1.47M
|
204K
$4.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.7K+ 15.86% |
$1.34M - $1.39M
|
436K
$10M
|
|
|
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 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.3K+ 15.34% |
$1.26M - $1.31M
|
424K
$9.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
48.1KNew |
$1.08M - $1.11M
|
48.1K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
46.5K+ 184.52% |
$1.04M - $1.08M
|
71.7K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.8K+ 9.48% |
$982K - $1.02M
|
505K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.8K+ 193.52% |
$960K - $992K
|
64.9K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
39.9K+ 3.15% |
$896K - $926K
|
1.31M
$30M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
39.5K+ 86.24% |
$887K - $916K
|
85.3K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.2K+ 97.22% |
$857K - $886K
|
77.4K
$1.77M
|
|
|
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
|
Charles Schwab Trust CO
|
BUY
|
- |
37.1K+ 8.62% |
$833K - $861K
|
468K
$10.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
37.1K+ 27.23% |
$833K - $860K
|
173K
$3.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.9K+ 16.04% |
$760K - $785K
|
245K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
33.3K+ 48.25% |
$747K - $772K
|
102K
$2.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
28.7KNew |
$645K - $667K
|
28.7K
$659K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.4KNew |
$637K - $659K
|
28.4K
$651K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.9K+ 0.37% |
$605K - $625K
|
7.36M
$169M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26.8KNew |
$601K - $621K
|
26.8K
$614K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.7KNew |
$598K - $618K
|
26.7K
$611K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
21.7K+ 6.93% |
$487K - $504K
|
335K
$7.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3K+ 42.75% |
$477K - $493K
|
71K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.6K+ 12.4% |
$462K - $477K
|
186K
$4.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.4K+ 8.81% |
$413K - $427K
|
227K
$5.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
15.7KNew |
$352K - $364K
|
15.7K
$359K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
14.2K+ 14.1% |
$320K - $330K
|
115K
$2.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
14.2K+ 4.2% |
$319K - $330K
|
352K
$8.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12.5KNew |
$280K - $289K
|
12.5K
$285K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
12.3KNew |
$276K - $285K
|
12.3K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
12.3KNew |
$276K - $285K
|
12.3K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.3K+ 1527.15% |
$275K - $285K
|
13.1K
$299K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$272K - $281K
|
12.1K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
12.1K+ 3.69% |
$272K - $281K
|
340K
$7.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
11.9KNew |
$266K - $275K
|
11.9K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11KNew |
$246K - $255K
|
11K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
11KNew |
$246K - $255K
|
11K
$251K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
10.5KNew |
$236K - $244K
|
10.5K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$225K - $233K
|
10K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.85K+ 61.18% |
$221K - $229K
|
26K
$595K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
9.82KNew |
$221K - $228K
|
9.82K
$225K
|
|