Institutional Ownership 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). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
4,164,220
shares
|
$92.1 Million
4.63% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,733,596
shares
|
$82.5 Million
0.06% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,213,579
shares
|
$48.9 Million
9.1% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,123,215
shares
|
$24.8 Million
0.03% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
1,043,209
shares
|
$23.1 Million
4.36% of portfolio
|
Q4 2024
Added 135.41%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
861,598
shares
|
$19 Million
0.05% of portfolio
|
Q4 2024
Added 94.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
575,546
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
555,188
shares
|
$12.3 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
543,049
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
446,021
shares
|
$9.86 Million
5.27% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
442,304
shares
|
$9.78 Million
0.86% of portfolio
|
Q4 2024
Added 80.25%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
413,449
shares
|
$9.14 Million
1.82% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
327,246
shares
|
$7.24 Million
6.13% of portfolio
|
Q4 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
323,765
shares
|
$7.16 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
286,383
shares
|
$6.33 Million
3.73% of portfolio
|
Q3 2024
Added 111.57%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
255,568
shares
|
$5.65 Million
2.65% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
201,703
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
165,000
shares
|
$3.65 Million
3.13% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
156,810
shares
|
$3.47 Million
2.82% of portfolio
|
Q4 2024
Added 202.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
152,485
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
148,390
shares
|
$3.28 Million
0.01% of portfolio
|
Q3 2024
Added 50.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
147,208
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
145,258
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
141,304
shares
|
$3.12 Million
0.19% of portfolio
|
Q3 2024
Added 66.19%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
140,479
shares
|
$3.11 Million
0.41% of portfolio
|
Q4 2024
Added 103.21%
|