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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
13,469
shares
|
$308,709
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
13,408
shares
|
$307,311
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
13,188
shares
|
$302,268
0.02% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
13,066
shares
|
$299,472
0.01% of portfolio
|
Q3 2025
Added 1527.15%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
12,969
shares
|
$297,249
0.03% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
12,915
shares
|
$296,011
0.0% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,788
shares
|
$293,100
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,566
shares
|
$288,012
0.0% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
12,450
shares
|
$285,354
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
12,356
shares
|
$283,199
0.05% of portfolio
|
Q3 2025
Reduced 37.41%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
12,299
shares
|
$281,893
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
12,281
shares
|
$281,480
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
12,119
shares
|
$277,767
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
11,870
shares
|
$272,060
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
11,765
shares
|
$269,653
0.12% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
11,291
shares
|
$258,789
0.0% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
10,970
shares
|
$251,432
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,970
shares
|
$251,432
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
10,805
shares
|
$247,650
0.0% of portfolio
|
Q3 2025
Added 15.78%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
10,578
shares
|
$242,447
0.07% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
10,541
shares
|
$241,599
0.01% of portfolio
|
Q3 2025
Reduced 26.27%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
10,497
shares
|
$240,591
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,296
shares
|
$235,984
0.05% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
10,266
shares
|
$235,296
0.13% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,044
shares
|
$230,208
0.0% of portfolio
|
Q3 2025
New holding
|
|