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 180 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $5.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
111,203,789
shares
|
$4.89 Billion
6.8% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
5,407,007
shares
|
$238 Million
0.06% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 02, 2024 Q1 2024 |
3,863,892
shares
|
$170 Million
4.84% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,297,578
shares
|
$145 Million
0.06% of portfolio
|
Q1 2024
Added 17456.18%
|
|
|
Campbell Wealth Management
|
May 09, 2024 Q1 2024 |
2,083,651
shares
|
$91.6 Million
9.21% of portfolio
|
Q1 2024
Added 570.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
789,907
shares
|
$34.7 Million
0.01% of portfolio
|
Q1 2024
Added 572.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
767,453
shares
|
$33.7 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
513,782
shares
|
$22.6 Million
0.0% of portfolio
|
Q1 2024
Added 5.99%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
480,300
shares
|
$21.1 Million
0.06% of portfolio
|
Q1 2024
Added 8656.61%
|
|
|
Ogorek Anthony Joseph
|
May 03, 2024 Q1 2024 |
388,708
shares
|
$17.1 Million
6.01% of portfolio
|
Q1 2024
Added 31.61%
|
|
|
Bouchey Financial Group LTD
|
Apr 23, 2024 Q1 2024 |
361,769
shares
|
$15.9 Million
1.67% of portfolio
|
Q1 2024
Added 5.79%
|
|
|
Rational Advisors LLC
Huntington, NY |
Apr 23, 2024 Q1 2024 |
352,947
shares
|
$15.5 Million
1.6% of portfolio
|
Q1 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
314,330
shares
|
$13.8 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
245,439
shares
|
$10.8 Million
2.69% of portfolio
|
Q1 2024
Added 5.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
187,305
shares
|
$8.24 Million
0.0% of portfolio
|
Q1 2024
Reduced 52.69%
|
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
177,645
shares
|
$7.81 Million
0.76% of portfolio
|
Q1 2024
Added 37.94%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
174,453
shares
|
$7.67 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
161,818
shares
|
$7.12 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
160,676
shares
|
$7.06 Million
0.02% of portfolio
|
Q1 2024
Added 22.77%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
146,436
shares
|
$6.44 Million
0.0% of portfolio
|
Q1 2024
Reduced 58.66%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 19, 2024 Q1 2024 |
140,246
shares
|
$6.17 Million
3.8% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
124,335
shares
|
$5.47 Million
0.0% of portfolio
|
Q1 2024
Added 811.28%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2024 Q1 2024 |
121,634
shares
|
$5.35 Million
1.82% of portfolio
|
Q1 2024
Added 18.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
101,947
shares
|
$4.48 Million
0.01% of portfolio
|
Q1 2024
Added 195.75%
|
|
|
Kaizen Financial Strategies
|
May 02, 2024 Q1 2024 |
97,750
shares
|
$4.3 Million
2.49% of portfolio
|
Q1 2024
Added 55.32%
|
|