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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
186
shares
|
$4,153
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
162
shares
|
$3,617
0.0% of portfolio
|
Q4 2024
Added 217.65%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
140
shares
|
$3,126
0.0% of portfolio
|
Q4 2024
Added 112.12%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
136
shares
|
$3,036
0.0% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
134
shares
|
$2,992
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
126
shares
|
$2,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
118
shares
|
$2,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
81
shares
|
$1,808
0.0% of portfolio
|
Q4 2024
Added 97.56%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
36
shares
|
$803
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
26
shares
|
$580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
20
shares
|
$446
0.0% of portfolio
|
Q4 2024
Reduced 99.0%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
18
shares
|
$401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
16
shares
|
$357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12
shares
|
$267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
12
shares
|
$267
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5
shares
|
$111
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
0
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|