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 247 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
8,366,590
shares
|
$190 Million
3.89% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,336,297
shares
|
$167 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,243,804
shares
|
$165 Million
0.38% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
5,681,777
shares
|
$129 Million
11.29% of portfolio
|
Q4 2024
Added 156.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,481,036
shares
|
$56.4 Million
0.02% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
1,268,234
shares
|
$28.9 Million
2.56% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,123,215
shares
|
$25.6 Million
0.03% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,109,064
shares
|
$25.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,072,477
shares
|
$24.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
832,249
shares
|
$18.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
656,737
shares
|
$14.9 Million
3.21% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
651,801
shares
|
$14.8 Million
2.15% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
580,000
shares
|
$13.2 Million
4.31% of portfolio
|
Q4 2024
Added 251.52%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
556,055
shares
|
$12.7 Million
2.69% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
551,209
shares
|
$12.5 Million
1.46% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
511,211
shares
|
$11.6 Million
4.33% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
461,669
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2025
Added 60.32%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
430,440
shares
|
$9.79 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
376,683
shares
|
$8.57 Million
0.0% of portfolio
|
Q2 2025
Added 58.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
367,337
shares
|
$8.36 Million
0.0% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
348,195
shares
|
$7.92 Million
2.6% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
328,078
shares
|
$7.46 Million
5.95% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
313,304
shares
|
$7.13 Million
3.9% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
313,031
shares
|
$7.12 Million
0.08% of portfolio
|
Q2 2025
Added 36.04%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
311,741
shares
|
$7.09 Million
0.14% of portfolio
|
Q1 2025
Added 5.44%
|