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 236 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
82,916
shares
|
$1.88 Million
0.09% of portfolio
|
Q1 2025
Reduced 49.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
77,612
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
73,616
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
73,277
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
73,220
shares
|
$1.66 Million
0.89% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
71,497
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 36.17%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
67,767
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
66,571
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Added 18.84%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
64,276
shares
|
$1.46 Million
0.74% of portfolio
|
Q4 2024
Added 129.52%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
63,910
shares
|
$1.45 Million
1.16% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
62,192
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
59,005
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
53,882
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
52,372
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
Added 49.96%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
51,702
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
49,945
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 104.63%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
49,245
shares
|
$1.11 Million
0.36% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
48,108
shares
|
$1.09 Million
0.67% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
46,224
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
41,442
shares
|
$938,246
1.65% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
40,689
shares
|
$921,198
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
39,159
shares
|
$886,559
0.0% of portfolio
|
Q1 2025
Added 28.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
38,850
shares
|
$879,564
0.01% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
38,428
shares
|
$870,009
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
35,158
shares
|
$795,977
1.64% of portfolio
|
Q1 2025
New holding
|