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 50.6 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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
260,865
shares
|
$6.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
256,910
shares
|
$5.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
211,015
shares
|
$4.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
209,045
shares
|
$4.85 Million
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
203,747
shares
|
$4.73 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
181,557
shares
|
$4.21 Million
1.15% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
173,710
shares
|
$4.03 Million
0.79% of portfolio
|
Q2 2025
Added 66.28%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
173,258
shares
|
$4.02 Million
0.93% of portfolio
|
Q3 2025
Added 27.23%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
166,482
shares
|
$3.86 Million
3.32% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
165,888
shares
|
$3.85 Million
0.1% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
165,144
shares
|
$3.83 Million
0.14% of portfolio
|
Q2 2025
Added 1039.79%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
146,398
shares
|
$3.4 Million
1.05% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
141,040
shares
|
$3.27 Million
1.37% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
135,174
shares
|
$3.14 Million
0.01% of portfolio
|
Q2 2025
Added 27.28%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
133,495
shares
|
$3.1 Million
2.13% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
130,712
shares
|
$3.03 Million
2.28% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
128,121
shares
|
$2.97 Million
0.77% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
122,235
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
121,243
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
120,656
shares
|
$2.8 Million
1.09% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,309
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
115,219
shares
|
$2.67 Million
0.88% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
111,809
shares
|
$2.6 Million
1.14% of portfolio
|
Q2 2025
Added 73.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
111,243
shares
|
$2.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
96,730
shares
|
$2.25 Million
1.66% of portfolio
|
Q2 2025
Added 133.41%
|