Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
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 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
9.49K+ 16.77% |
$217K - $221K
|
66.1K
$1.51M
|
|
|
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 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.62% |
$298 - $303
|
2.11K
$48.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
13+ 1.64% |
$298 - $303
|
805
$18.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$68.7 - $69.8
|
10.3K
$235K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-91- 67.41% |
$2.08K - $2.12K
|
44
$1.01K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-366- 0.28% |
$8.38K - $8.52K
|
130K
$2.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-482- 89.59% |
$11K - $11.2K
|
56
$1.28K
|
|
|
Jan 20, 2026
Q4 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-556- 0.16% |
$12.7K - $12.9K
|
340K
$7.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-661- 39.56% |
$15.1K - $15.4K
|
1.01K
$23.1K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.04K- 44.53% |
$46.6K - $47.4K
|
2.54K
$58.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.75K- 17.36% |
$85.9K - $87.3K
|
17.9K
$409K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.2K- 29.55% |
$370K - $376K
|
38.6K
$884K
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-41.1K- 33.17% |
$940K - $955K
|
82.7K
$1.9M
|
|