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 138 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
485
shares
|
$10,912
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
457
shares
|
$10,282
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
447
shares
|
$10,057
0.0% of portfolio
|
Q3 2024
Reduced 89.84%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
408
shares
|
$9,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
403
shares
|
$9,067
0.0% of portfolio
|
Q2 2024
Reduced 84.67%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
393
shares
|
$8,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
376
shares
|
$8,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
370
shares
|
$8,325
0.01% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
294
shares
|
$6,615
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
294
shares
|
$6,615
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
281
shares
|
$6,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
271
shares
|
$6,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
234
shares
|
$5,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
230
shares
|
$5,175
0.0% of portfolio
|
Q1 2024
Reduced 28.13%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
229
shares
|
$5,152
0.0% of portfolio
|
Q3 2024
Reduced 53.27%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
226
shares
|
$5,085
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
220
shares
|
$4,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
192
shares
|
$4,320
0.0% of portfolio
|
Q2 2022
Reduced 31.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
184
shares
|
$4,140
0.0% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
183
shares
|
$4,117
0.0% of portfolio
|
Q2 2024
Added 195.16%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
176
shares
|
$3,960
0.0% of portfolio
|
Q3 2024
Added 131.58%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
175
shares
|
$3,937
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
157
shares
|
$3,532
0.0% of portfolio
|
Q1 2024
Added 1.91%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
140
shares
|
$3,150
0.0% of portfolio
|
Q1 2024
Reduced 55.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
121
shares
|
$2,722
0.0% of portfolio
|
Q1 2024
Added 9.01%
|