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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
11,573
shares
|
$255,879
0.02% of portfolio
|
Q4 2024
Reduced 73.41%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,408
shares
|
$252,230
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,723
shares
|
$237,085
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
10,464
shares
|
$231,359
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,178
shares
|
$225,035
0.01% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
10,128
shares
|
$223,930
0.01% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
10,041
shares
|
$222,006
0.17% of portfolio
|
Q4 2024
Added 123.98%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$221,100
0.17% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
9,842
shares
|
$217,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,650
shares
|
$213,361
0.06% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
9,642
shares
|
$213,184
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
9,192
shares
|
$203,235
0.12% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,121
shares
|
$201,665
0.02% of portfolio
|
Q3 2024
Added 33.58%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
8,879
shares
|
$196,314
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,584
shares
|
$189,792
0.03% of portfolio
|
Q3 2024
Reduced 42.7%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,584
shares
|
$167,682
0.03% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
7,508
shares
|
$166,001
0.07% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,433
shares
|
$164,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,346
shares
|
$162,420
0.07% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,601
shares
|
$145,948
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,371
shares
|
$140,862
0.02% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
6,278
shares
|
$138,806
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,854
shares
|
$129,431
0.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
5,733
shares
|
$126,756
0.03% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,670
shares
|
$125,363
0.0% of portfolio
|
Q3 2024
New holding
|