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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
59,260
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
59,203
shares
|
$1.39 Million
0.45% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
59,009
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
58,865
shares
|
$1.38 Million
1.74% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,805
shares
|
$1.38 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
58,581
shares
|
$1.37 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
58,444
shares
|
$1.37 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,311
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
57,929
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Asset Planning Services Inc
|
Oct 22, 2024 Q3 2024 |
57,654
shares
|
$1.35 Million
1.93% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
57,616
shares
|
$1.35 Million
0.56% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
57,416
shares
|
$1.34 Million
1.02% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
57,414
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
56,751
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
56,377
shares
|
$1.32 Million
0.91% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
56,326
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
56,319
shares
|
$1.32 Million
0.36% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
56,090
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
56,029
shares
|
$1.31 Million
3.57% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
55,478
shares
|
$1.3 Million
1.69% of portfolio
|
Q3 2024
Added 28.23%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
55,146
shares
|
$1.29 Million
3.38% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
54,657
shares
|
$1.28 Million
1.92% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
54,625
shares
|
$1.28 Million
3.2% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
54,002
shares
|
$1.26 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
53,533
shares
|
$1.25 Million
2.13% of portfolio
|
Q3 2024
Reduced 9.64%
|