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 |
|---|---|---|---|---|---|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
8,879
shares
|
$198,712
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
8,778
shares
|
$196,451
0.14% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,584
shares
|
$192,109
0.03% of portfolio
|
Q3 2024
Reduced 42.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
8,424
shares
|
$188,529
0.0% of portfolio
|
Q3 2024
Added 3439.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
8,160
shares
|
$182,620
0.01% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
7,779
shares
|
$174,094
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,584
shares
|
$169,729
0.03% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
7,508
shares
|
$168,029
0.07% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,433
shares
|
$166,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,346
shares
|
$164,403
0.07% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,601
shares
|
$147,730
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,371
shares
|
$142,582
0.02% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
6,278
shares
|
$140,501
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,854
shares
|
$131,012
0.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
5,733
shares
|
$128,304
0.03% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,670
shares
|
$126,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,616
shares
|
$125,686
0.0% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
5,578
shares
|
$124,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
5,545
shares
|
$124,097
0.06% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,366
shares
|
$120,091
0.0% of portfolio
|
Q3 2024
Reduced 16.01%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,343
shares
|
$119,576
0.1% of portfolio
|
Q3 2023
Added 9.89%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
5,338
shares
|
$119,464
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
4,700
shares
|
$105,186
0.03% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,619
shares
|
$103,373
0.0% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,488
shares
|
$100,441
0.0% of portfolio
|
Q3 2024
Added 1059.69%
|