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 |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
8,424,032
shares
|
$193 Million
3.56% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,464,403
shares
|
$171 Million
0.37% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,363,237
shares
|
$169 Million
0.05% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
5,681,777
shares
|
$130 Million
11.29% of portfolio
|
Q4 2024
Added 156.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,438,684
shares
|
$55.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
1,308,128
shares
|
$30 Million
2.48% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,123,215
shares
|
$25.7 Million
0.03% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,097,511
shares
|
$25.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,074,996
shares
|
$24.6 Million
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
802,550
shares
|
$18.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
730,000
shares
|
$16.7 Million
5.27% of portfolio
|
Q3 2025
Added 25.86%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
651,093
shares
|
$14.9 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
605,793
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
593,251
shares
|
$13.6 Million
2.69% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
540,680
shares
|
$12.4 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
533,760
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
511,211
shares
|
$11.7 Million
4.33% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
505,425
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
467,551
shares
|
$10.7 Million
0.75% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
436,430
shares
|
$10 Million
0.0% of portfolio
|
Q3 2025
Added 15.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
423,680
shares
|
$9.71 Million
0.0% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
383,639
shares
|
$8.79 Million
0.08% of portfolio
|
Q3 2025
Added 22.56%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
353,955
shares
|
$8.11 Million
0.02% of portfolio
|
Q3 2025
Added 161.85%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
352,290
shares
|
$8.07 Million
2.44% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
345,664
shares
|
$7.92 Million
2.34% of portfolio
|
Q3 2025
Added 136.11%
|
|