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 50.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
14,047
shares
|
$326,030
0.0% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
13,596
shares
|
$315,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
13,484
shares
|
$312,963
0.0% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
13,443
shares
|
$312,012
0.02% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
13,401
shares
|
$311,037
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
13,127
shares
|
$304,677
0.0% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
13,084
shares
|
$303,679
0.01% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,023
shares
|
$302,263
0.03% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,807
shares
|
$297,250
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,788
shares
|
$296,809
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
12,450
shares
|
$288,964
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,178
shares
|
$282,651
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
11,765
shares
|
$273,065
0.13% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
11,211
shares
|
$260,207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
10,911
shares
|
$253,244
0.01% of portfolio
|
Q2 2025
Added 53.09%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
10,578
shares
|
$245,515
0.07% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
10,541
shares
|
$244,656
0.01% of portfolio
|
Q3 2025
Reduced 26.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,475
shares
|
$243,124
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,296
shares
|
$238,970
0.05% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
10,281
shares
|
$238,622
0.03% of portfolio
|
Q2 2025
Reduced 91.86%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
10,266
shares
|
$238,273
0.13% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10,040
shares
|
$233,028
0.0% of portfolio
|
Q2 2025
Added 69.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
9,999
shares
|
$232,076
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
9,959
shares
|
$231,148
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
9,412
shares
|
$218,452
0.01% of portfolio
|
Q2 2025
New holding
|