Institutional Ownership Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX). We have compiled data on the 1,353 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $8.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
92,560
shares
|
$2.17 Million
1.37% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
90,448
shares
|
$2.12 Million
0.8% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
89,797
shares
|
$2.1 Million
0.08% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
89,057
shares
|
$2.08 Million
5.37% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
88,518
shares
|
$2.07 Million
0.29% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
86,706
shares
|
$2.03 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
86,430
shares
|
$2.02 Million
0.14% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
86,372
shares
|
$2.02 Million
0.35% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
86,311
shares
|
$2.02 Million
1.58% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
85,951
shares
|
$2.01 Million
0.46% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
85,662
shares
|
$2 Million
0.22% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
85,629
shares
|
$2 Million
1.3% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
85,582
shares
|
$2 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
85,364
shares
|
$2 Million
0.34% of portfolio
|
Q3 2024
Added 80.93%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
85,350
shares
|
$2 Million
2.6% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
84,259
shares
|
$1.97 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
83,280
shares
|
$1.95 Million
0.49% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
82,403
shares
|
$1.93 Million
2.12% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
82,244
shares
|
$1.92 Million
4.17% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
81,054
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
80,641
shares
|
$1.89 Million
2.89% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
79,960
shares
|
$1.87 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
79,656
shares
|
$1.86 Million
2.16% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
79,029
shares
|
$1.85 Million
0.61% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
77,913
shares
|
$1.82 Million
1.07% of portfolio
|
Q3 2024
Added 641.46%
|