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 231 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
233,951
shares
|
$5.25 Million
0.01% of portfolio
|
Q1 2025
Added 28.22%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
230,094
shares
|
$5.16 Million
0.08% of portfolio
|
Q1 2025
Added 27.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
208,579
shares
|
$4.68 Million
0.01% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
196,829
shares
|
$4.42 Million
0.15% of portfolio
|
Q4 2024
Added 39.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
177,065
shares
|
$3.97 Million
1.13% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
166,482
shares
|
$3.74 Million
3.32% of portfolio
|
Q1 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
155,324
shares
|
$3.49 Million
2.48% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
155,124
shares
|
$3.48 Million
0.14% of portfolio
|
Q1 2025
Added 67.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
152,144
shares
|
$3.41 Million
0.1% of portfolio
|
Q1 2025
Added 22.49%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
145,819
shares
|
$3.27 Million
0.96% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
143,119
shares
|
$3.21 Million
1.08% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
130,669
shares
|
$2.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
127,823
shares
|
$2.87 Million
1.34% of portfolio
|
Q1 2025
Added 36.27%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
127,474
shares
|
$2.86 Million
1.22% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
126,333
shares
|
$2.83 Million
0.39% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
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%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
119,752
shares
|
$2.69 Million
0.71% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
119,451
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
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%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
106,198
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Added 159.53%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
104,470
shares
|
$2.34 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
96,827
shares
|
$2.17 Million
0.47% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
95,832
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Added 53.04%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
83,816
shares
|
$1.88 Million
0.77% of portfolio
|
Q1 2025
Added 277.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
82,916
shares
|
$1.86 Million
0.09% of portfolio
|
Q1 2025
Reduced 49.6%
|