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 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
140
shares
|
$3,133
0.0% of portfolio
|
Q1 2024
Reduced 55.56%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
138
shares
|
$3,088
0.0% of portfolio
|
Q3 2024
Added 557.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
122
shares
|
$2,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
121
shares
|
$2,707
0.0% of portfolio
|
Q1 2024
Added 9.01%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
117
shares
|
$2,618
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
117
shares
|
$2,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
112
shares
|
$2,506
0.0% of portfolio
|
Q3 2024
Reduced 92.87%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
93
shares
|
$2,081
0.0% of portfolio
|
Q3 2024
Reduced 68.37%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
67
shares
|
$1,499
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
66
shares
|
$1,477
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
51
shares
|
$1,141
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
47
shares
|
$1,051
0.0% of portfolio
|
Q3 2024
Added 135.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
41
shares
|
$917
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
28
shares
|
$626
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
24
shares
|
$537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
18
shares
|
$402
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
13
shares
|
$290
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
12
shares
|
$268
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5
shares
|
$111
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
0
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|