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 |
|---|---|---|---|---|---|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
9,959
shares
|
$228,260
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
9,822
shares
|
$225,120
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
9,820
shares
|
$225,074
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
9,575
shares
|
$219,459
0.01% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,465
shares
|
$216,937
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
9,406
shares
|
$215,585
0.0% of portfolio
|
Q3 2025
Added 112.95%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,311
shares
|
$213,408
0.01% of portfolio
|
Q3 2025
Reduced 43.8%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
9,295
shares
|
$213,041
0.0% of portfolio
|
Q3 2025
Added 31.49%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
9,188
shares
|
$210,588
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
9,114
shares
|
$208,892
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,088
shares
|
$208,296
0.0% of portfolio
|
Q3 2025
Added 29.35%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
8,997
shares
|
$206,211
0.0% of portfolio
|
Q3 2025
Added 94.78%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
8,925
shares
|
$204,561
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
8,829
shares
|
$202,360
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,486
shares
|
$194,499
0.0% of portfolio
|
Q3 2025
Added 27.92%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
7,992
shares
|
$183,176
0.05% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,346
shares
|
$168,370
0.07% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,500
shares
|
$148,980
0.0% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,515
shares
|
$126,403
0.0% of portfolio
|
Q3 2025
Reduced 73.57%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,343
shares
|
$122,461
0.1% of portfolio
|
Q3 2023
Added 9.89%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
5,047
shares
|
$115,677
0.08% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,905
shares
|
$112,422
0.0% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,868
shares
|
$111,574
0.0% of portfolio
|
Q3 2025
Added 605.51%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
4,728
shares
|
$108,365
0.01% of portfolio
|
Q3 2025
Reduced 23.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,619
shares
|
$105,867
0.0% of portfolio
|
Q3 2024
Reduced 17.88%
|
|