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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
2,040
shares
|
$46,185
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,671
shares
|
$37,831
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,450
shares
|
$32,828
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,378
shares
|
$31,197
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,356
shares
|
$30,699
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,351
shares
|
$30,586
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,268
shares
|
$28,707
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,156
shares
|
$26,171
0.0% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,116
shares
|
$25,266
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
1,062
shares
|
$24,043
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,051
shares
|
$23,794
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,029
shares
|
$23,296
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
970
shares
|
$21,960
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
913
shares
|
$20,670
0.0% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
880
shares
|
$19,923
0.0% of portfolio
|
Q4 2024
Added 161.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
816
shares
|
$18,474
0.0% of portfolio
|
Q4 2024
Added 37.14%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
814
shares
|
$18,428
0.01% of portfolio
|
Q1 2025
Reduced 45.66%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
690
shares
|
$15,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
660
shares
|
$14,942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
606
shares
|
$13,719
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
572
shares
|
$12,950
0.0% of portfolio
|
Q1 2025
Added 4666.67%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
542
shares
|
$12,270
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
538
shares
|
$12,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
480
shares
|
$10,867
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
374
shares
|
$8,467
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|