Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr 5 10 Yr C (SCHI)
This table provides information about the institutional ownership of Schwab Strategic Tr 5 10 Yr C (SCHI) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 5 -10 YR C.
| 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 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
59.3KNew |
$1.33M - $1.38M
|
59.3K
$1.36M
|
|
|
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
|
|