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 251 institutions that hold shares in the stock, with a total of 52.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
340,176
shares
|
$7.8 Million
5.91% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
335,016
shares
|
$7.68 Million
3.93% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
332,708
shares
|
$7.63 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
260,319
shares
|
$5.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
244,870
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
227,459
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
217,975
shares
|
$5 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
204,314
shares
|
$4.68 Million
1.83% of portfolio
|
Q3 2025
Added 44.86%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
189,096
shares
|
$4.33 Million
3.14% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
186,460
shares
|
$4.27 Million
0.1% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
181,557
shares
|
$4.16 Million
1.15% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
173,258
shares
|
$3.97 Million
0.93% of portfolio
|
Q3 2025
Added 27.23%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
130,712
shares
|
$3 Million
2.28% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
128,318
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
126,702
shares
|
$2.9 Million
1.04% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
124,483
shares
|
$2.85 Million
1.62% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
123,786
shares
|
$2.84 Million
0.6% of portfolio
|
Q3 2025
Reduced 28.74%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
122,235
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,309
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
115,219
shares
|
$2.64 Million
0.88% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
112,032
shares
|
$2.57 Million
1.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
111,754
shares
|
$2.56 Million
0.62% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
108,659
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
Added 727.75%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
102,273
shares
|
$2.34 Million
0.11% of portfolio
|
Q3 2025
Added 48.25%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
96,730
shares
|
$2.22 Million
1.66% of portfolio
|
Q2 2025
Added 133.41%
|
|