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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
24,419
shares
|
$559,683
0.24% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
23,774
shares
|
$544,900
0.04% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
22,868
shares
|
$524,134
0.18% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
22,288
shares
|
$510,840
0.01% of portfolio
|
Q3 2025
Reduced 41.65%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,029
shares
|
$504,904
0.04% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
21,775
shares
|
$499,083
0.0% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
21,648
shares
|
$496,172
0.01% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
21,611
shares
|
$495,324
0.0% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,859
shares
|
$478,088
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
20,792
shares
|
$476,552
0.1% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
20,256
shares
|
$464,267
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$458,400
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
19,821
shares
|
$454,297
0.01% of portfolio
|
Q3 2025
Added 76.8%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
19,756
shares
|
$452,807
0.11% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
18,178
shares
|
$416,639
0.01% of portfolio
|
Q3 2025
Added 77.78%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
17,697
shares
|
$405,615
0.12% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
17,550
shares
|
$402,246
0.01% of portfolio
|
Q3 2025
Added 29.08%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
17,126
shares
|
$392,527
0.03% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
16,705
shares
|
$382,878
0.0% of portfolio
|
Q3 2025
Reduced 40.53%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
15,676
shares
|
$359,293
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
15,551
shares
|
$356,428
0.01% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
15,077
shares
|
$345,564
0.01% of portfolio
|
Q3 2025
Added 38.18%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
14,843
shares
|
$340,201
0.11% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,386
shares
|
$329,727
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,091
shares
|
$322,965
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|