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 Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
373
shares
|
$8,444
0.0% of portfolio
|
Q4 2024
Added 99.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
370
shares
|
$8,376
0.01% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
281
shares
|
$6,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
261
shares
|
$5,909
0.0% of portfolio
|
Q1 2025
Added 91.91%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
251
shares
|
$5,682
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
250
shares
|
$5,660
0.0% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
244
shares
|
$5,524
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
242
shares
|
$5,478
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
230
shares
|
$5,207
0.0% of portfolio
|
Q1 2024
Reduced 28.13%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
224
shares
|
$5,071
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
214
shares
|
$4,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
200
shares
|
$4,528
0.0% of portfolio
|
Q1 2025
Reduced 80.62%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
179
shares
|
$4,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
176
shares
|
$3,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
157
shares
|
$3,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
140
shares
|
$3,169
0.0% of portfolio
|
Q4 2024
Added 112.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
132
shares
|
$2,988
0.0% of portfolio
|
Q1 2025
Added 62.96%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
131
shares
|
$2,965
0.0% of portfolio
|
Q2 2025
Reduced 85.06%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
118
shares
|
$2,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
100
shares
|
$2,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
91
shares
|
$2,060
0.0% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
67
shares
|
$1,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
53
shares
|
$1,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
36
shares
|
$815
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
29
shares
|
$656
0.0% of portfolio
|
Q1 2025
New holding
|