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 220 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $943 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
239,087
shares
|
$5.35 Million
0.0% of portfolio
|
Q4 2024
Added 178.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
201,703
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
196,840
shares
|
$4.41 Million
0.01% of portfolio
|
Q4 2024
Added 127.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
196,829
shares
|
$4.41 Million
0.15% of portfolio
|
Q4 2024
Added 39.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
182,462
shares
|
$4.09 Million
0.01% of portfolio
|
Q4 2024
Added 119.9%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
180,356
shares
|
$4.04 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
164,504
shares
|
$3.68 Million
0.17% of portfolio
|
Q4 2024
Added 575.78%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
156,810
shares
|
$3.51 Million
2.82% of portfolio
|
Q4 2024
Added 202.13%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
140,479
shares
|
$3.15 Million
0.41% of portfolio
|
Q4 2024
Added 103.21%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
135,546
shares
|
$3.03 Million
0.01% of portfolio
|
Q4 2024
Added 222.61%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
135,232
shares
|
$3.03 Million
0.91% of portfolio
|
Q4 2024
Added 96.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
131,345
shares
|
$2.94 Million
0.04% of portfolio
|
Q4 2024
Added 642.1%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
126,242
shares
|
$2.83 Million
1.18% of portfolio
|
Q4 2024
Added 90.15%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
124,213
shares
|
$2.78 Million
0.08% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
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%
|
|
|
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%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
107,808
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Added 168.12%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
107,550
shares
|
$2.41 Million
0.5% of portfolio
|
Q4 2024
Added 93.28%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
102,133
shares
|
$2.29 Million
0.58% of portfolio
|
Q4 2024
Added 114.4%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
100,007
shares
|
$2.24 Million
0.91% of portfolio
|
Q4 2024
Added 218.48%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
94,628
shares
|
$2.12 Million
0.44% of portfolio
|
Q4 2024
Added 101.48%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
93,801
shares
|
$2.1 Million
0.96% of portfolio
|
Q4 2024
Added 266.58%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
87,078
shares
|
$1.95 Million
0.36% of portfolio
|
Q4 2024
Added 197.66%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
78,200
shares
|
$1.75 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
77,612
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 7.62%
|