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 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
38,554
shares
|
$888,669
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
38,200
shares
|
$880,510
0.01% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
37,984
shares
|
$875,531
0.0% of portfolio
|
Q2 2025
Added 154.82%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
37,171
shares
|
$856,791
0.0% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
35,158
shares
|
$810,391
1.64% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
34,909
shares
|
$804,652
0.19% of portfolio
|
Q2 2025
Added 745.05%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
33,420
shares
|
$770,331
0.05% of portfolio
|
Q1 2025
Reduced 45.07%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
31,500
shares
|
$726,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
31,256
shares
|
$720,450
0.0% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
30,466
shares
|
$702,241
0.42% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
30,107
shares
|
$693,966
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
28,089
shares
|
$647,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
27,638
shares
|
$637,055
0.01% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
26,397
shares
|
$608,450
0.0% of portfolio
|
Q2 2025
Added 139.71%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
26,126
shares
|
$602,204
0.17% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
26,009
shares
|
$599,507
0.04% of portfolio
|
Q2 2025
Added 63.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
25,957
shares
|
$598,308
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
25,325
shares
|
$583,741
0.19% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,288
shares
|
$582,888
0.0% of portfolio
|
Q2 2025
Reduced 34.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
25,212
shares
|
$581,136
0.0% of portfolio
|
Q2 2025
Reduced 35.62%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
24,761
shares
|
$570,741
0.1% of portfolio
|
Q2 2025
Reduced 31.95%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
24,658
shares
|
$568,366
0.04% of portfolio
|
Q2 2025
Added 27.61%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
24,239
shares
|
$558,708
0.25% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
23,020
shares
|
$530,611
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
22,770
shares
|
$524,848
0.0% of portfolio
|
Q2 2025
Reduced 4.29%
|