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 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
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.53K+ 17.68% |
$214K - $221K
|
63.4K
$1.45M
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.56K+ 13.43% |
$57.5K - $59.5K
|
21.6K
$496K
|
|
|
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 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.99K+ 7.6% |
$44.6K - $46.1K
|
28.1K
$644K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.45K+ 5.48% |
$32.5K - $33.5K
|
27.8K
$638K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.44KNew |
$32.3K - $33.4K
|
1.44K
$33K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.27K+ 93.44% |
$28.4K - $29.4K
|
2.62K
$60.1K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.25K+ 12.46% |
$28.1K - $29K
|
11.3K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.22K+ 8.49% |
$27.3K - $28.2K
|
15.6K
$356K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.2KNew |
$26.9K - $27.8K
|
1.2K
$27.4K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 55.23% |
$24.7K - $25.5K
|
3.09K
$70.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.08K+ 90.59% |
$24.2K - $25K
|
2.27K
$52K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
982New |
$22K - $22.8K
|
982
$22.5K
|
|