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 195 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
98,604
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
94,959
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 45.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
85,028
shares
|
$1.91 Million
0.1% of portfolio
|
Q2 2024
Added 66.22%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
85,027
shares
|
$1.91 Million
0.08% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
83,667
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
Added 229.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
82,071
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
71,510
shares
|
$1.61 Million
0.09% of portfolio
|
Q2 2024
Added 333.74%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
69,130
shares
|
$1.56 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
68,819
shares
|
$1.55 Million
1.01% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
66,716
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 20.39%
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
65,954
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2024
Added 8.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
63,384
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
Added 22.73%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
59,492
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
55,645
shares
|
$1.25 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
51,902
shares
|
$1.17 Million
1.82% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
47,637
shares
|
$1.07 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
46,966
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
45,580
shares
|
$1.03 Million
1.3% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
43,516
shares
|
$979,110
0.13% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
38,423
shares
|
$864,517
1.55% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Aug 02, 2024 Q2 2024 |
37,152
shares
|
$835,920
0.75% of portfolio
|
Q2 2024
Added 28.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
36,187
shares
|
$814,207
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
36,056
shares
|
$811,260
0.0% of portfolio
|
Q2 2024
Reduced 37.48%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
35,344
shares
|
$795,240
0.21% of portfolio
|
Q2 2024
Added 3.06%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
34,316
shares
|
$772,110
0.01% of portfolio
|
Q2 2024
Added 28.78%
|