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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,813
shares
|
$467,043
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
20,256
shares
|
$454,544
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
20,170
shares
|
$452,614
0.13% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
20,121
shares
|
$451,515
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
20,000
shares
|
$448,800
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
19,323
shares
|
$433,608
0.04% of portfolio
|
Q1 2025
Added 27.43%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
18,982
shares
|
$425,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
17,819
shares
|
$399,858
0.04% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
17,625
shares
|
$395,505
0.14% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
15,904
shares
|
$356,885
0.02% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
15,413
shares
|
$345,867
0.14% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
14,906
shares
|
$334,490
0.0% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
14,860
shares
|
$333,458
0.03% of portfolio
|
Q4 2024
Added 95.94%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,489
shares
|
$325,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
14,305
shares
|
$321,004
0.01% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
14,197
shares
|
$318,580
0.01% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,799
shares
|
$309,649
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
13,443
shares
|
$301,660
0.02% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
13,334
shares
|
$299,214
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
12,859
shares
|
$288,555
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
12,817
shares
|
$287,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
12,807
shares
|
$287,389
0.0% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
12,700
shares
|
$284,988
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
12,646
shares
|
$283,776
0.02% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
12,595
shares
|
$282,631
0.0% of portfolio
|
Q1 2025
New holding
|