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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,072
shares
|
$160,110
0.0% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
7,069
shares
|
$160,042
0.0% of portfolio
|
Q1 2025
Added 725.82%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,309
shares
|
$142,835
0.0% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,208
shares
|
$140,549
0.01% of portfolio
|
Q1 2025
Added 603.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,982
shares
|
$135,432
0.0% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,936
shares
|
$134,391
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,343
shares
|
$120,965
0.1% of portfolio
|
Q3 2023
Added 9.89%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
4,772
shares
|
$108,038
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,619
shares
|
$104,574
0.0% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4,572
shares
|
$103,510
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
4,504
shares
|
$101,970
0.0% of portfolio
|
Q2 2025
Reduced 82.81%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,293
shares
|
$97,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,275
shares
|
$96,786
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
4,131
shares
|
$93,525
0.02% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,655
shares
|
$82,749
0.0% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,630
shares
|
$82,183
0.0% of portfolio
|
Q1 2025
Reduced 42.78%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,259
shares
|
$73,783
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
3,118
shares
|
$70,591
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,929
shares
|
$66,312
0.0% of portfolio
|
Q1 2025
Added 946.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,772
shares
|
$62,758
0.0% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,764
shares
|
$62,576
0.0% of portfolio
|
Q1 2025
Added 95.2%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,526
shares
|
$57,188
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,396
shares
|
$54,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,386
shares
|
$54,019
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,281
shares
|
$51,641
0.01% of portfolio
|
Q1 2025
Added 0.31%
|