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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
4,572
shares
|
$104,790
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,549
shares
|
$104,263
0.0% of portfolio
|
Q3 2025
Added 282.91%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,160
shares
|
$95,347
0.01% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
3,958
shares
|
$90,717
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,774
shares
|
$86,500
0.0% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,273
shares
|
$75,017
0.0% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,259
shares
|
$74,696
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
3,118
shares
|
$71,464
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,089
shares
|
$70,799
0.0% of portfolio
|
Q3 2025
Added 55.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,012
shares
|
$69,035
0.0% of portfolio
|
Q3 2025
Added 150500.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,947
shares
|
$67,545
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,623
shares
|
$60,119
0.0% of portfolio
|
Q3 2025
Added 93.44%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
2,386
shares
|
$54,687
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,286
shares
|
$52,395
0.03% of portfolio
|
Q3 2025
Added 17484.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,268
shares
|
$51,982
0.0% of portfolio
|
Q3 2025
Added 90.59%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
2,101
shares
|
$48,154
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
2,040
shares
|
$46,756
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,945
shares
|
$44,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,671
shares
|
$38,299
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
1,633
shares
|
$37,428
0.0% of portfolio
|
Q3 2025
Added 53.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,570
shares
|
$35,984
0.0% of portfolio
|
Q2 2025
Added 78.41%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,439
shares
|
$32,981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,431
shares
|
$32,798
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
1,378
shares
|
$31,583
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,292
shares
|
$29,612
0.0% of portfolio
|
Q3 2025
Added 20.3%
|
|