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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,178
shares
|
$275,709
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
11,512
shares
|
$260,631
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,428
shares
|
$258,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
11,211
shares
|
$253,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
11,111
shares
|
$251,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
11,012
shares
|
$249,311
0.0% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
11,000
shares
|
$249,040
0.09% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,949
shares
|
$247,885
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,811
shares
|
$244,761
0.0% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,475
shares
|
$237,154
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,296
shares
|
$233,101
0.05% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
10,281
shares
|
$232,761
0.03% of portfolio
|
Q2 2025
Reduced 91.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
10,093
shares
|
$228,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10,090
shares
|
$228,437
0.01% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
10,056
shares
|
$227,667
0.07% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,028
shares
|
$227,033
0.14% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
9,891
shares
|
$223,932
0.08% of portfolio
|
Q1 2025
Reduced 36.74%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
9,506
shares
|
$215,215
0.16% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
9,290
shares
|
$210,325
0.06% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,108
shares
|
$206,205
0.01% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
7,776
shares
|
$176,048
0.14% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,346
shares
|
$166,313
0.07% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,240
shares
|
$163,913
0.0% of portfolio
|
Q4 2024
Added 226.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
7,207
shares
|
$163,166
0.0% of portfolio
|
Q1 2025
Added 46.51%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7,127
shares
|
$161,355
0.01% of portfolio
|
Q1 2025
Added 114.47%
|