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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
41,442
shares
|
$916,282
1.65% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,209
shares
|
$889,020
0.0% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
36,385
shares
|
$804,472
0.13% of portfolio
|
Q4 2024
Added 103.29%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
33,653
shares
|
$744,067
0.01% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
32,253
shares
|
$713,113
0.02% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
31,500
shares
|
$696,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
31,401
shares
|
$694,276
0.63% of portfolio
|
Q3 2024
Reduced 72.0%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
30,758
shares
|
$680,059
0.08% of portfolio
|
Q4 2024
Added 554.43%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
30,466
shares
|
$673,603
0.42% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
30,466
shares
|
$673,603
0.05% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
30,172
shares
|
$667,102
0.0% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
29,254
shares
|
$646,805
0.29% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
29,254
shares
|
$646,805
0.31% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
28,454
shares
|
$629,117
0.0% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
28,408
shares
|
$628,100
0.02% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
28,004
shares
|
$619,168
0.75% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
27,769
shares
|
$613,972
0.0% of portfolio
|
Q3 2024
Added 52.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,365
shares
|
$605,040
0.0% of portfolio
|
Q3 2024
Reduced 71.18%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
26,580
shares
|
$587,683
0.0% of portfolio
|
Q3 2024
Added 8940.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
25,957
shares
|
$573,909
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
25,588
shares
|
$565,750
0.54% of portfolio
|
Q3 2024
Added 300.63%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
25,582
shares
|
$565,618
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
24,343
shares
|
$538,223
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
24,232
shares
|
$535,769
0.0% of portfolio
|
Q4 2024
Added 97.35%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
23,484
shares
|
$519,231
0.24% of portfolio
|
Q4 2024
Added 146.09%
|