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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
4,483
shares
|
$100,329
0.16% of portfolio
|
Q3 2024
Reduced 27.15%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
4,463
shares
|
$99,881
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
4,347
shares
|
$97,285
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,502
shares
|
$78,374
0.0% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,259
shares
|
$72,936
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,060
shares
|
$68,482
0.01% of portfolio
|
Q3 2024
Added 109.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,762
shares
|
$61,813
0.0% of portfolio
|
Q3 2024
Added 56.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,546
shares
|
$56,979
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
2,386
shares
|
$53,398
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,276
shares
|
$50,936
0.0% of portfolio
|
Q3 2024
Reduced 26.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,218
shares
|
$49,638
0.0% of portfolio
|
Q3 2024
Added 191.08%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,001
shares
|
$44,782
0.02% of portfolio
|
Q3 2024
Added 8995.45%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,916
shares
|
$42,880
0.0% of portfolio
|
Q3 2024
Added 695.02%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,685
shares
|
$37,710
0.0% of portfolio
|
Q2 2024
Added 857.39%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
1,559
shares
|
$34,890
0.02% of portfolio
|
Q4 2023
Reduced 25.66%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,193
shares
|
$26,699
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,131
shares
|
$25,311
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
959
shares
|
$21,462
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
840
shares
|
$18,799
0.0% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
749
shares
|
$16,762
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
690
shares
|
$15,442
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
689
shares
|
$15,419
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
678
shares
|
$15,173
0.0% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
634
shares
|
$14,188
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
626
shares
|
$14,009
0.01% of portfolio
|
Q3 2024
New holding
|