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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
626
shares
|
$14,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
595
shares
|
$13,399
0.0% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
558
shares
|
$12,566
0.01% of portfolio
|
Q2 2024
Reduced 87.31%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
531
shares
|
$11,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
520
shares
|
$11,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
485
shares
|
$10,922
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
457
shares
|
$10,291
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
447
shares
|
$10,066
0.0% of portfolio
|
Q3 2024
Reduced 89.84%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
429
shares
|
$9,661
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
427
shares
|
$9,616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
408
shares
|
$9,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
397
shares
|
$8,940
0.0% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
393
shares
|
$8,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
370
shares
|
$8,332
0.01% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
336
shares
|
$7,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
281
shares
|
$6,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
271
shares
|
$6,102
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
234
shares
|
$5,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
230
shares
|
$5,179
0.0% of portfolio
|
Q1 2024
Reduced 28.13%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
229
shares
|
$5,157
0.0% of portfolio
|
Q3 2024
Reduced 53.27%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
220
shares
|
$4,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
192
shares
|
$4,323
0.0% of portfolio
|
Q2 2022
Reduced 31.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
187
shares
|
$4,211
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
183
shares
|
$4,121
0.0% of portfolio
|
Q2 2024
Added 195.16%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
176
shares
|
$3,963
0.0% of portfolio
|
Q3 2024
Added 131.58%
|