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 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
17,703
shares
|
$396,193
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
17,699
shares
|
$396,103
0.01% of portfolio
|
Q3 2024
Added 203.17%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,845
shares
|
$376,991
0.03% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
16,173
shares
|
$361,951
0.21% of portfolio
|
Q3 2024
Added 63.74%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
15,851
shares
|
$354,745
0.0% of portfolio
|
Q3 2024
Reduced 42.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
15,125
shares
|
$338,497
0.01% of portfolio
|
Q3 2024
Added 53.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,865
shares
|
$310,298
0.01% of portfolio
|
Q3 2024
Added 185.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,744
shares
|
$307,590
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
12,791
shares
|
$286,262
0.22% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
12,397
shares
|
$277,444
0.0% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,301
shares
|
$275,296
0.01% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
12,279
shares
|
$274,804
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
12,136
shares
|
$271,603
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,761
shares
|
$263,211
0.0% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,408
shares
|
$255,311
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
11,114
shares
|
$248,731
0.21% of portfolio
|
Q2 2024
Reduced 9.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,723
shares
|
$239,980
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,178
shares
|
$227,783
0.01% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
10,128
shares
|
$226,664
0.01% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$223,800
0.17% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,650
shares
|
$215,967
0.06% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
9,543
shares
|
$213,572
0.21% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
9,192
shares
|
$205,716
0.12% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
9,179
shares
|
$205,426
0.15% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,121
shares
|
$204,127
0.02% of portfolio
|
Q3 2024
Added 33.58%
|