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 196 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 $437 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
86,358
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
85,860
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 35.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
85,028
shares
|
$1.91 Million
0.1% of portfolio
|
Q2 2024
Added 66.22%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
85,027
shares
|
$1.91 Million
0.08% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
82,974
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
78,899
shares
|
$1.78 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
72,115
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
70,002
shares
|
$1.58 Million
0.26% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
69,130
shares
|
$1.56 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
68,819
shares
|
$1.55 Million
1.01% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
66,391
shares
|
$1.5 Million
1.32% of portfolio
|
Q3 2024
Added 78.7%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
55,645
shares
|
$1.25 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
51,902
shares
|
$1.17 Million
1.82% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
49,887
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 117.85%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
47,637
shares
|
$1.07 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
46,966
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
45,580
shares
|
$1.03 Million
1.3% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
43,516
shares
|
$979,980
0.13% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
42,015
shares
|
$946,177
0.67% of portfolio
|
Q3 2024
Added 160.64%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
41,442
shares
|
$933,273
1.65% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,209
shares
|
$905,506
0.0% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
36,889
shares
|
$830,740
0.22% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
36,379
shares
|
$819,255
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
33,653
shares
|
$757,865
0.01% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
32,253
shares
|
$726,337
0.05% of portfolio
|
Q3 2024
Added 10.29%
|