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 219 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $939 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
11,090
shares
|
$247,639
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
10,464
shares
|
$233,661
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
10,423
shares
|
$232,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
10,225
shares
|
$228,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
10,204
shares
|
$227,855
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
10,041
shares
|
$224,215
0.17% of portfolio
|
Q4 2024
Added 123.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
9,842
shares
|
$219,771
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
9,642
shares
|
$215,305
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
9,121
shares
|
$203,671
0.0% of portfolio
|
Q4 2024
Added 160.45%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
9,100
shares
|
$203,202
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
8,632
shares
|
$192,752
0.0% of portfolio
|
Q4 2024
Added 60.86%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,346
shares
|
$164,036
0.07% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,240
shares
|
$161,669
0.0% of portfolio
|
Q4 2024
Added 226.42%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,532
shares
|
$145,859
0.0% of portfolio
|
Q4 2024
Added 136.5%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,344
shares
|
$141,661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
6,278
shares
|
$140,187
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,968
shares
|
$133,265
0.0% of portfolio
|
Q4 2024
Added 134.41%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,940
shares
|
$132,640
0.0% of portfolio
|
Q4 2024
Added 32.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,787
shares
|
$129,223
0.0% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,343
shares
|
$119,309
0.1% of portfolio
|
Q3 2023
Added 9.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,919
shares
|
$109,841
0.0% of portfolio
|
Q4 2024
Reduced 60.01%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
4,772
shares
|
$106,558
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,619
shares
|
$103,142
0.0% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
4,572
shares
|
$102,092
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,549
shares
|
$101,579
0.0% of portfolio
|
Q4 2024
Added 99.87%
|