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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,712
shares
|
$523,511
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
22,098
shares
|
$509,358
0.0% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,029
shares
|
$507,768
0.04% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
20,866
shares
|
$480,961
0.02% of portfolio
|
Q2 2025
Added 106.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,859
shares
|
$480,799
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
20,630
shares
|
$475,521
0.1% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
20,256
shares
|
$466,900
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$461,000
0.16% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
19,756
shares
|
$455,375
0.12% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
19,742
shares
|
$455,053
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
19,571
shares
|
$451,111
0.03% of portfolio
|
Q2 2025
Added 54.1%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
19,085
shares
|
$439,909
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
18,198
shares
|
$419,463
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
17,661
shares
|
$407,086
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
17,642
shares
|
$406,648
0.03% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
17,236
shares
|
$397,289
0.0% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
16,569
shares
|
$381,915
0.02% of portfolio
|
Q2 2025
Reduced 37.58%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,500
shares
|
$357,275
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
15,435
shares
|
$355,776
0.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,804
shares
|
$341,232
0.01% of portfolio
|
Q2 2025
Reduced 29.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,391
shares
|
$331,712
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,372
shares
|
$331,274
0.03% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
14,334
shares
|
$330,398
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
14,297
shares
|
$329,545
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
14,047
shares
|
$323,783
0.0% of portfolio
|
Q2 2025
Added 9.68%
|