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 250 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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
94,557
shares
|
$2.17 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
91,348
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
89,619
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
85,296
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 86.24%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
83,363
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
77,612
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
77,428
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 97.22%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
74,019
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
71,734
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 184.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
71,019
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 42.75%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
69,465
shares
|
$1.59 Million
1.06% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
69,196
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
64,862
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 193.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
63,408
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
61,714
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
59,306
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
58,931
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
57,485
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
56,605
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
54,727
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 39.3%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
53,949
shares
|
$1.24 Million
0.35% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
53,504
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
52,425
shares
|
$1.2 Million
0.6% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
48,703
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 50.06%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
48,050
shares
|
$1.1 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|