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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,549
shares
|
$101,124
0.0% of portfolio
|
Q4 2024
Added 99.87%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
4,274
shares
|
$95,011
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,995
shares
|
$88,808
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,323
shares
|
$73,870
0.0% of portfolio
|
Q4 2024
Reduced 67.9%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,259
shares
|
$72,447
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
3,118
shares
|
$69,313
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,931
shares
|
$65,156
0.0% of portfolio
|
Q4 2024
Added 555.7%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,386
shares
|
$53,040
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,274
shares
|
$50,551
0.01% of portfolio
|
Q4 2024
Added 101.06%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,680
shares
|
$37,346
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,498
shares
|
$33,300
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,444
shares
|
$32,100
0.0% of portfolio
|
Q4 2024
Added 177.69%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,416
shares
|
$31,477
0.0% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,380
shares
|
$30,677
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
1,378
shares
|
$30,632
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,356
shares
|
$30,143
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,268
shares
|
$28,187
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,116
shares
|
$24,808
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
1,062
shares
|
$23,608
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,050
shares
|
$23,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,032
shares
|
$22,941
0.0% of portfolio
|
Q4 2024
Added 486.36%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,020
shares
|
$22,674
0.0% of portfolio
|
Q4 2024
Added 345.41%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
970
shares
|
$21,563
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
913
shares
|
$20,295
0.0% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
882
shares
|
$19,606
0.0% of portfolio
|
Q4 2024
Added 3575.0%
|