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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
880
shares
|
$19,562
0.0% of portfolio
|
Q4 2024
Added 161.9%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
856
shares
|
$19,028
0.0% of portfolio
|
Q4 2024
Added 115.62%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
816
shares
|
$18,139
0.0% of portfolio
|
Q4 2024
Added 37.14%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
690
shares
|
$15,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
660
shares
|
$14,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
608
shares
|
$13,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
542
shares
|
$12,048
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
538
shares
|
$11,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
506
shares
|
$11,248
0.0% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
442
shares
|
$9,825
0.0% of portfolio
|
Q4 2024
Reduced 29.39%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
440
shares
|
$9,781
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
419
shares
|
$9,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
373
shares
|
$8,291
0.0% of portfolio
|
Q4 2024
Added 99.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
370
shares
|
$8,225
0.01% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
308
shares
|
$6,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
300
shares
|
$6,669
0.0% of portfolio
|
Q4 2024
Added 91.08%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
281
shares
|
$6,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
280
shares
|
$6,224
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
263
shares
|
$5,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
250
shares
|
$5,557
0.0% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
244
shares
|
$5,424
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
242
shares
|
$5,379
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
234
shares
|
$5,201
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
230
shares
|
$5,112
0.0% of portfolio
|
Q1 2024
Reduced 28.13%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
225
shares
|
$5,001
0.0% of portfolio
|
Q4 2024
New holding
|