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 |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,958
shares
|
$91,865
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,774
shares
|
$87,594
0.0% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,273
shares
|
$75,966
0.0% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,259
shares
|
$75,641
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
3,118
shares
|
$72,368
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,947
shares
|
$68,399
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,386
shares
|
$55,379
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,091
shares
|
$48,532
0.01% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
2,040
shares
|
$47,348
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,990
shares
|
$46,187
0.0% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,862
shares
|
$43,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,671
shares
|
$38,783
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,570
shares
|
$36,439
0.0% of portfolio
|
Q2 2025
Added 78.41%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,568
shares
|
$36,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,431
shares
|
$33,213
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
1,378
shares
|
$31,983
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,356
shares
|
$31,472
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,190
shares
|
$27,619
0.0% of portfolio
|
Q2 2025
Reduced 80.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,188
shares
|
$27,573
0.0% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,116
shares
|
$25,902
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,074
shares
|
$24,927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
1,062
shares
|
$24,649
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,052
shares
|
$24,416
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
970
shares
|
$22,513
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
913
shares
|
$21,190
0.0% of portfolio
|
Q4 2024
Added 99.78%
|