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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
31,701
shares
|
$713,906
0.1% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
31,401
shares
|
$707,150
0.63% of portfolio
|
Q3 2024
Reduced 72.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
30,466
shares
|
$686,094
0.05% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
30,466
shares
|
$686,094
0.42% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
29,254
shares
|
$658,800
0.31% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
29,254
shares
|
$658,800
0.29% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
28,454
shares
|
$640,784
0.0% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
28,408
shares
|
$639,748
0.02% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
28,004
shares
|
$630,650
0.75% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
27,769
shares
|
$625,357
0.0% of portfolio
|
Q3 2024
Added 52.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,365
shares
|
$616,259
0.0% of portfolio
|
Q3 2024
Reduced 71.18%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
26,580
shares
|
$598,581
0.0% of portfolio
|
Q3 2024
Added 8940.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
25,957
shares
|
$584,551
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
25,930
shares
|
$583,943
0.11% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
25,588
shares
|
$576,241
0.54% of portfolio
|
Q3 2024
Added 300.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
24,343
shares
|
$548,204
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
23,881
shares
|
$537,800
0.47% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
23,285
shares
|
$524,378
0.01% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,029
shares
|
$496,093
0.04% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
20,670
shares
|
$465,488
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,382
shares
|
$459,002
0.0% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
20,104
shares
|
$452,742
0.01% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
18,720
shares
|
$421,574
0.0% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
18,503
shares
|
$416,687
0.5% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
18,370
shares
|
$413,692
0.0% of portfolio
|
Q3 2024
Added 148.21%
|