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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
77,872
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
77,649
shares
|
$1.82 Million
17.21% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
77,596
shares
|
$1.82 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
77,388
shares
|
$1.81 Million
1.82% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
75,845
shares
|
$1.77 Million
0.28% of portfolio
|
Q4 2022
Reduced 7.41%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
75,548
shares
|
$1.77 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
75,124
shares
|
$1.76 Million
2.84% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
75,110
shares
|
$1.76 Million
3.55% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
74,684
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
74,394
shares
|
$1.74 Million
4.81% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
74,142
shares
|
$1.73 Million
0.13% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
73,959
shares
|
$1.73 Million
0.85% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
73,195
shares
|
$1.71 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
70,791
shares
|
$1.66 Million
0.19% of portfolio
|
Q3 2024
Added 50.97%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
70,196
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
70,071
shares
|
$1.64 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
69,705
shares
|
$1.63 Million
0.34% of portfolio
|
Q3 2024
Added 198.61%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
69,062
shares
|
$1.62 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
69,007
shares
|
$1.61 Million
3.64% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
68,977
shares
|
$1.61 Million
0.23% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
68,949
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
68,311
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
68,040
shares
|
$1.59 Million
0.1% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
67,542
shares
|
$1.58 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
67,445
shares
|
$1.58 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.84%
|