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 231 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
34,925
shares
|
$783,717
0.09% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
33,420
shares
|
$749,944
0.05% of portfolio
|
Q1 2025
Reduced 45.07%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
32,456
shares
|
$728,312
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,081
shares
|
$719,897
0.0% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
31,884
shares
|
$715,476
0.19% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
31,500
shares
|
$706,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
30,466
shares
|
$683,657
0.42% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
30,132
shares
|
$676,162
0.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,545
shares
|
$595,669
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
26,197
shares
|
$587,860
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
25,957
shares
|
$582,475
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
25,325
shares
|
$568,293
0.2% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
25,287
shares
|
$567,440
0.0% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
24,031
shares
|
$539,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
23,790
shares
|
$533,847
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
23,572
shares
|
$528,955
0.25% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
23,445
shares
|
$526,105
0.0% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
23,280
shares
|
$522,403
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
22,388
shares
|
$502,386
0.01% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,029
shares
|
$494,330
0.04% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
21,578
shares
|
$484,210
0.03% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
21,479
shares
|
$481,988
0.0% of portfolio
|
Q1 2025
Added 148.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
21,470
shares
|
$481,786
0.0% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
21,184
shares
|
$475,368
0.12% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
20,957
shares
|
$470,275
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|