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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
12,459
shares
|
$279,579
0.02% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
11,938
shares
|
$267,888
0.11% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,428
shares
|
$256,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
11,211
shares
|
$251,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
11,111
shares
|
$249,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
11,012
shares
|
$247,109
0.0% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,949
shares
|
$245,695
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,811
shares
|
$242,598
0.0% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
10,474
shares
|
$235,036
0.02% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,296
shares
|
$231,042
0.05% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
10,093
shares
|
$226,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10,090
shares
|
$226,419
0.01% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
10,056
shares
|
$225,656
0.07% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,028
shares
|
$225,028
0.14% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,892
shares
|
$221,976
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
9,891
shares
|
$221,954
0.08% of portfolio
|
Q1 2025
Reduced 36.74%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
9,506
shares
|
$213,314
0.16% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
9,290
shares
|
$208,467
0.06% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,260
shares
|
$207,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
7,776
shares
|
$174,493
0.14% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,346
shares
|
$164,844
0.07% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,240
shares
|
$162,465
0.0% of portfolio
|
Q4 2024
Added 226.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
7,207
shares
|
$161,725
0.0% of portfolio
|
Q1 2025
Added 46.51%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7,127
shares
|
$159,929
0.01% of portfolio
|
Q1 2025
Added 114.47%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,072
shares
|
$158,695
0.0% of portfolio
|
Q1 2025
Added 8.27%
|