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 195 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
4,164,220
shares
|
$93.2 Million
4.63% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,733,596
shares
|
$83.6 Million
0.06% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,213,579
shares
|
$49.5 Million
9.1% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,123,215
shares
|
$25.1 Million
0.03% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
575,546
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
543,049
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
446,021
shares
|
$9.98 Million
5.27% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
443,501
shares
|
$9.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
443,154
shares
|
$9.92 Million
4.22% of portfolio
|
Q3 2024
Added 35.01%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
413,449
shares
|
$9.25 Million
1.82% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
323,765
shares
|
$7.25 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
286,383
shares
|
$6.41 Million
3.73% of portfolio
|
Q3 2024
Added 111.57%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
255,568
shares
|
$5.72 Million
2.65% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
245,380
shares
|
$5.49 Million
1.0% of portfolio
|
Q3 2024
Added 72.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
201,703
shares
|
$4.51 Million
0.02% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
165,000
shares
|
$3.69 Million
3.13% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
152,485
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
148,390
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2024
Added 50.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
147,208
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
145,258
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
141,304
shares
|
$3.16 Million
0.19% of portfolio
|
Q3 2024
Added 66.19%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
136,619
shares
|
$3.06 Million
3.79% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
122,235
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
121,160
shares
|
$2.71 Million
0.16% of portfolio
|
Q3 2024
Added 158.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,309
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 9.94%
|