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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
95,779
shares
|
$2.22 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
91,845
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
90,162
shares
|
$2.09 Million
0.09% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
82,217
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
77,651
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
77,612
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
73,616
shares
|
$1.71 Million
0.06% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
69,877
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
68,989
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 55.53%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
66,819
shares
|
$1.55 Million
1.13% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
62,636
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
62,077
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
61,303
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
57,485
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
56,795
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
56,605
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
53,882
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
50,258
shares
|
$1.17 Million
0.43% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
49,751
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 96.75%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
49,159
shares
|
$1.14 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
48,911
shares
|
$1.14 Million
0.61% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
48,703
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 50.06%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
45,800
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
39,928
shares
|
$926,728
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
39,259
shares
|
$911,201
0.0% of portfolio
|
Q2 2025
Added 54.47%
|