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 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
782
shares
|
$18,025
0.0% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
746
shares
|
$17,195
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
690
shares
|
$15,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
545
shares
|
$12,562
0.0% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
538
shares
|
$12,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
374
shares
|
$8,620
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
373
shares
|
$8,597
0.0% of portfolio
|
Q4 2024
Added 99.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
370
shares
|
$8,528
0.01% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
368
shares
|
$8,482
0.0% of portfolio
|
Q2 2025
Added 211.86%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
303
shares
|
$6,984
0.0% of portfolio
|
Q2 2025
Added 51.5%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
281
shares
|
$6,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
251
shares
|
$5,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
250
shares
|
$5,762
0.0% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
244
shares
|
$5,624
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
242
shares
|
$5,578
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
230
shares
|
$5,301
0.0% of portfolio
|
Q1 2024
Reduced 28.13%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
216
shares
|
$4,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
192
shares
|
$4,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
179
shares
|
$4,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
176
shares
|
$4,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
175
shares
|
$4,033
0.0% of portfolio
|
Q2 2025
Reduced 32.95%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
157
shares
|
$3,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
140
shares
|
$3,227
0.0% of portfolio
|
Q4 2024
Added 112.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
134
shares
|
$3,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
131
shares
|
$3,019
0.0% of portfolio
|
Q2 2025
Reduced 85.06%
|