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 |
|---|---|---|---|---|---|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,197
shares
|
$27,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,116
shares
|
$25,578
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,052
shares
|
$24,111
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
982
shares
|
$22,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
970
shares
|
$22,232
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
935
shares
|
$21,430
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
913
shares
|
$20,925
0.0% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
841
shares
|
$19,275
0.0% of portfolio
|
Q3 2025
Reduced 46.36%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
792
shares
|
$18,152
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
754
shares
|
$17,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
746
shares
|
$17,098
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
597
shares
|
$13,683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
545
shares
|
$12,491
0.0% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
538
shares
|
$12,330
0.0% of portfolio
|
Q3 2025
Added 200.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
460
shares
|
$10,543
0.0% of portfolio
|
Q3 2025
Added 4500.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
457
shares
|
$10,474
0.0% of portfolio
|
Q3 2025
Added 88.84%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
370
shares
|
$8,480
0.01% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
346
shares
|
$7,930
0.0% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$6,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
281
shares
|
$6,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
250
shares
|
$5,730
0.0% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
244
shares
|
$5,592
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
230
shares
|
$5,271
0.0% of portfolio
|
Q1 2024
Reduced 28.13%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
192
shares
|
$4,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
176
shares
|
$4,033
0.0% of portfolio
|
Q2 2025
New holding
|
|