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 222 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
17,625
shares
|
$395,152
0.14% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
17,260
shares
|
$386,969
0.0% of portfolio
|
Q4 2024
Added 69.58%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
17,190
shares
|
$385,399
0.12% of portfolio
|
Q4 2024
Added 87.28%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
16,396
shares
|
$367,598
0.02% of portfolio
|
Q4 2024
Added 84.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,099
shares
|
$360,939
0.0% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
15,636
shares
|
$350,559
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
15,413
shares
|
$345,559
0.14% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
15,411
shares
|
$345,514
0.01% of portfolio
|
Q4 2024
Added 88.86%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
15,164
shares
|
$339,976
0.03% of portfolio
|
Q4 2024
Added 76.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,042
shares
|
$337,241
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,860
shares
|
$333,161
0.03% of portfolio
|
Q4 2024
Added 95.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
14,341
shares
|
$321,525
0.01% of portfolio
|
Q4 2024
Added 57.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
14,024
shares
|
$314,418
0.01% of portfolio
|
Q4 2024
Added 30.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
13,950
shares
|
$312,759
0.0% of portfolio
|
Q4 2024
Added 150.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
13,295
shares
|
$298,073
0.03% of portfolio
|
Q4 2024
Added 101.41%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
13,191
shares
|
$295,742
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
12,964
shares
|
$290,652
0.11% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,952
shares
|
$290,383
0.02% of portfolio
|
Q4 2024
Added 103.3%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
12,596
shares
|
$282,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
12,040
shares
|
$269,936
0.01% of portfolio
|
Q4 2024
Added 293.46%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
11,708
shares
|
$262,493
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
11,573
shares
|
$259,466
0.02% of portfolio
|
Q4 2024
Reduced 73.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
11,446
shares
|
$256,619
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,192
shares
|
$250,924
0.0% of portfolio
|
Q4 2024
Reduced 29.39%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
11,090
shares
|
$248,637
0.07% of portfolio
|
Q4 2024
Added 100.0%
|