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 246 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$2,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
67
shares
|
$1,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
65
shares
|
$1,508
0.0% of portfolio
|
Q2 2025
Reduced 92.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
63
shares
|
$1,462
0.0% of portfolio
|
Q2 2025
Reduced 52.27%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
60
shares
|
$1,392
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
57
shares
|
$1,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
50
shares
|
$1,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
44
shares
|
$1,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
36
shares
|
$835
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
18
shares
|
$417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
18
shares
|
$417
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
16
shares
|
$371
0.0% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
16
shares
|
$371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
13
shares
|
$301
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
12
shares
|
$278
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
12
shares
|
$278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
10
shares
|
$232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5
shares
|
$116
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2
shares
|
$46
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|