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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
46,817
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 25.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
46,395
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 58.29%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
43,029
shares
|
$986,224
0.35% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
41,494
shares
|
$951,042
0.01% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
38,850
shares
|
$890,442
0.01% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
37,157
shares
|
$851,638
1.51% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
34,933
shares
|
$800,664
0.18% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
34,241
shares
|
$784,803
0.04% of portfolio
|
Q3 2025
Added 31.65%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
33,420
shares
|
$765,986
0.05% of portfolio
|
Q1 2025
Reduced 45.07%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
31,500
shares
|
$721,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
30,995
shares
|
$710,405
0.05% of portfolio
|
Q3 2025
Added 25.7%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
30,466
shares
|
$698,280
0.42% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
28,743
shares
|
$658,789
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
28,644
shares
|
$656,520
0.0% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
28,394
shares
|
$650,790
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
28,266
shares
|
$647,856
0.04% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
28,112
shares
|
$644,327
0.2% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
27,843
shares
|
$638,161
0.0% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
26,784
shares
|
$613,889
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
26,650
shares
|
$610,818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
26,466
shares
|
$606,600
0.01% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
25,959
shares
|
$594,980
0.0% of portfolio
|
Q3 2025
Added 61.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
25,957
shares
|
$594,934
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
25,325
shares
|
$580,449
0.18% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
24,490
shares
|
$561,310
0.1% of portfolio
|
Q3 2025
Reduced 1.09%
|
|