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 222 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $908 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
8,158,176
shares
|
$180 Million
4.21% of portfolio
|
Q4 2024
Added 95.91%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
7,506,378
shares
|
$166 Million
0.05% of portfolio
|
Q4 2024
Added 101.05%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
5,681,777
shares
|
$125 Million
11.29% of portfolio
|
Q4 2024
Added 156.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,387,958
shares
|
$52.7 Million
0.02% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,155,970
shares
|
$25.5 Million
0.01% of portfolio
|
Q4 2024
Added 100.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,123,215
shares
|
$24.8 Million
0.03% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
1,080,234
shares
|
$23.8 Million
2.14% of portfolio
|
Q4 2024
Added 161.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,079,511
shares
|
$23.8 Million
0.0% of portfolio
|
Q4 2024
Added 98.79%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
835,253
shares
|
$18.4 Million
4.24% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
834,587
shares
|
$18.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
625,418
shares
|
$13.8 Million
2.7% of portfolio
|
Q4 2024
New holding
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
580,000
shares
|
$12.8 Million
4.23% of portfolio
|
Q4 2024
Added 251.52%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
554,891
shares
|
$12.2 Million
2.86% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
448,013
shares
|
$9.88 Million
3.2% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
447,004
shares
|
$9.86 Million
0.85% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
421,790
shares
|
$9.3 Million
1.06% of portfolio
|
Q4 2024
Added 30.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
362,612
shares
|
$8 Million
0.0% of portfolio
|
Q4 2024
Added 137.8%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
327,246
shares
|
$7.22 Million
6.13% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
311,753
shares
|
$6.88 Million
0.01% of portfolio
|
Q4 2024
Added 110.09%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
304,371
shares
|
$6.71 Million
4.22% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
295,653
shares
|
$6.52 Million
0.13% of portfolio
|
Q4 2024
Added 247.72%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
286,383
shares
|
$6.32 Million
3.73% of portfolio
|
Q3 2024
Added 111.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
286,265
shares
|
$6.32 Million
0.01% of portfolio
|
Q4 2024
Added 97.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
260,936
shares
|
$5.76 Million
0.0% of portfolio
|
Q4 2024
Added 77.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
239,087
shares
|
$5.27 Million
0.0% of portfolio
|
Q4 2024
Added 178.46%
|