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 |
|---|---|---|---|---|---|---|---|
|
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
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
11KNew |
$246K - $255K
|
11K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
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
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.82KNew |
$220K - $228K
|
9.82K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.65K+ 25.95% |
$217K - $224K
|
46.8K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.47KNew |
$212K - $220K
|
9.47K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.19KNew |
$206K - $213K
|
9.19K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
9KNew |
$202K - $209K
|
9K
$206K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
8.93KNew |
$200K - $207K
|
8.93K
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.61K+ 76.8% |
$193K - $200K
|
19.8K
$454K
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
8.23K+ 31.65% |
$185K - $191K
|
34.2K
$785K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.95K+ 77.78% |
$179K - $185K
|
18.2K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.4K+ 9.0% |
$166K - $172K
|
89.6K
$2.05M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.08K+ 5.84% |
$159K - $164K
|
128K
$2.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.34K+ 25.7% |
$142K - $147K
|
31K
$710K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.05K+ 5.01% |
$136K - $140K
|
127K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.71K+ 7.36% |
$128K - $133K
|
83.4K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.99K+ 112.95% |
$112K - $116K
|
9.41K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.79K+ 9.74% |
$108K - $111K
|
53.9K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.38K+ 94.78% |
$98.3K - $102K
|
9K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
4.31K+ 2.33% |
$96.7K - $99.9K
|
189K
$4.33M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
4.23K+ 8.08% |
$95K - $98.2K
|
56.6K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.2K+ 21.48% |
$94.4K - $97.5K
|
23.8K
$545K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
4.18K+ 605.51% |
$93.8K - $96.9K
|
4.87K
$112K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.17K+ 38.18% |
$93.5K - $96.7K
|
15.1K
$346K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.95K+ 29.08% |
$88.8K - $91.7K
|
17.6K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.51K+ 7.18% |
$78.9K - $81.5K
|
52.4K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.36K+ 282.91% |
$75.5K - $78K
|
4.55K
$104K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.01K+ 150500.0% |
$67.6K - $69.8K
|
3.01K
$69K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.95KNew |
$66.2K - $68.4K
|
2.95K
$67.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.94K+ 7.63% |
$66K - $68.2K
|
41.5K
$951K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.65K+ 3.96% |
$59.4K - $61.4K
|
69.5K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.52K+ 0.23% |
$56.6K - $58.4K
|
1.07M
$24.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.27K+ 17484.62% |
$51K - $52.7K
|
2.29K
$52.4K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.23K+ 31.49% |
$50K - $51.6K
|
9.3K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.06K+ 29.35% |
$46.3K - $47.8K
|
9.09K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2K+ 5.69% |
$44.9K - $46.4K
|
37.2K
$852K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$43.7K - $45.1K
|
1.95K
$44.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.85K+ 27.92% |
$41.6K - $43K
|
8.49K
$194K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.8KNew |
$40.3K - $41.7K
|
1.8K
$41.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.47K+ 15.78% |
$33.1K - $34.2K
|
10.8K
$248K
|
|