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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
119K+ 9.1% |
$2.72M - $2.77M
|
1.43M
$32.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 17.91% |
$260K - $264K
|
74.8K
$1.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
8.48K+ 1.81% |
$194K - $197K
|
476K
$10.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
6.26KNew |
$143K - $146K
|
6.26K
$144K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2.55KNew |
$58.4K - $59.3K
|
2.55K
$58.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.64K+ 4.4% |
$37.4K - $38K
|
38.8K
$889K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
537+ 2.48% |
$12.3K - $12.5K
|
22.2K
$508K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
527+ 0.71% |
$12.1K - $12.3K
|
74.5K
$1.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
357New |
$8.17K - $8.31K
|
357
$8.18K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
349+ 1.0% |
$7.99K - $8.12K
|
35.3K
$809K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
299+ 1.06% |
$6.84K - $6.96K
|
28.4K
$651K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
47+ 0.27% |
$1.08K - $1.09K
|
17.7K
$407K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22+ 0.15% |
$504 - $512
|
14.9K
$341K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
13+ 1.64% |
$298 - $303
|
805
$18.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.62% |
$298 - $303
|
2.11K
$48.5K
|
|
| Q3 2025 | |||||||
|
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
|
|
|
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 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 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
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.3K+ 27.04% |
$523K - $540K
|
109K
$2.51M
|
|
|
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
|
|