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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
7,069
shares
|
$158,628
0.0% of portfolio
|
Q1 2025
Added 725.82%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,309
shares
|
$141,573
0.0% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,208
shares
|
$139,307
0.01% of portfolio
|
Q1 2025
Added 603.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,982
shares
|
$134,236
0.0% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,936
shares
|
$133,203
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,343
shares
|
$119,896
0.1% of portfolio
|
Q3 2023
Added 9.89%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
4,772
shares
|
$107,083
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,619
shares
|
$103,650
0.0% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4,572
shares
|
$102,595
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
4,549
shares
|
$102,079
0.0% of portfolio
|
Q4 2024
Added 99.87%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
4,430
shares
|
$99,409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,293
shares
|
$96,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
4,131
shares
|
$92,699
0.02% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,630
shares
|
$81,457
0.0% of portfolio
|
Q1 2025
Reduced 42.78%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,259
shares
|
$73,131
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
3,118
shares
|
$69,967
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,929
shares
|
$65,726
0.0% of portfolio
|
Q1 2025
Added 946.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,852
shares
|
$63,998
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,764
shares
|
$62,024
0.0% of portfolio
|
Q1 2025
Added 95.2%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,526
shares
|
$56,683
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,396
shares
|
$53,766
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,386
shares
|
$53,541
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,281
shares
|
$51,185
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
2,044
shares
|
$45,867
0.0% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,671
shares
|
$37,497
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|