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 221 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
33,923
shares
|
$754,108
0.01% of portfolio
|
Q4 2024
Added 68.74%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
32,569
shares
|
$724,008
0.0% of portfolio
|
Q4 2024
Added 39.87%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
32,253
shares
|
$716,984
0.02% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
31,677
shares
|
$704,179
0.18% of portfolio
|
Q4 2024
Added 161.02%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
31,500
shares
|
$700,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
30,758
shares
|
$683,750
0.08% of portfolio
|
Q4 2024
Added 554.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
30,593
shares
|
$680,082
0.0% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
30,466
shares
|
$677,259
0.42% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
30,172
shares
|
$670,723
0.0% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
30,163
shares
|
$670,523
0.0% of portfolio
|
Q4 2024
Added 143.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
26,796
shares
|
$595,675
0.0% of portfolio
|
Q4 2024
Added 127.84%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,444
shares
|
$587,850
0.0% of portfolio
|
Q4 2024
Added 92.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
25,957
shares
|
$577,024
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
25,582
shares
|
$568,687
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
24,408
shares
|
$542,589
0.0% of portfolio
|
Q4 2024
Added 228.37%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
24,232
shares
|
$538,677
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
|
$522,049
0.24% of portfolio
|
Q4 2024
Added 146.09%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
23,181
shares
|
$515,313
0.02% of portfolio
|
Q4 2024
Added 37.61%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
22,205
shares
|
$493,617
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
22,052
shares
|
$490,215
0.0% of portfolio
|
Q4 2024
Reduced 74.46%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,029
shares
|
$489,704
0.04% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
20,750
shares
|
$461,272
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
20,256
shares
|
$450,290
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
20,173
shares
|
$448,445
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$444,600
0.16% of portfolio
|
Q4 2024
Added 100.0%
|