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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
9,410
shares
|
$218,406
0.15% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
9,332
shares
|
$216,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
9,188
shares
|
$213,253
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
9,114
shares
|
$211,535
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,047
shares
|
$209,980
0.01% of portfolio
|
Q2 2025
Added 258.16%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
8,950
shares
|
$207,729
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
8,847
shares
|
$205,338
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
8,829
shares
|
$204,921
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
8,250
shares
|
$191,482
0.06% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
7,776
shares
|
$180,480
0.12% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,346
shares
|
$170,500
0.07% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
7,069
shares
|
$164,071
0.0% of portfolio
|
Q1 2025
Added 725.82%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,026
shares
|
$163,073
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,634
shares
|
$153,975
0.0% of portfolio
|
Q2 2025
Reduced 51.92%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,500
shares
|
$150,865
0.0% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,208
shares
|
$144,087
0.01% of portfolio
|
Q1 2025
Added 603.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,479
shares
|
$127,167
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,343
shares
|
$124,011
0.1% of portfolio
|
Q3 2023
Added 9.89%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
5,047
shares
|
$117,140
0.08% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,905
shares
|
$113,845
0.0% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,619
shares
|
$107,206
0.0% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,619
shares
|
$107,206
0.0% of portfolio
|
Q2 2025
Added 27.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4,572
shares
|
$106,116
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,417
shares
|
$102,518
0.0% of portfolio
|
Q2 2025
Reduced 38.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,275
shares
|
$99,222
0.01% of portfolio
|
Q2 2025
New holding
|