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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
53,516
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
53,396
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
52,755
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
Hanseatic Management Services Inc
|
Oct 31, 2024 Q3 2024 |
52,488
shares
|
$1.23 Million
5.08% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
51,717
shares
|
$1.21 Million
1.57% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,256
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 19.91%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
51,236
shares
|
$1.2 Million
0.89% of portfolio
|
Q4 2023
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
51,002
shares
|
$1.19 Million
0.31% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
50,845
shares
|
$1.19 Million
1.75% of portfolio
|
Q3 2024
Added 14.48%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
50,697
shares
|
$1.19 Million
3.6% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
50,610
shares
|
$1.18 Million
7.65% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
50,196
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
49,600
shares
|
$1.16 Million
0.42% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
49,482
shares
|
$1.16 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
48,834
shares
|
$1.14 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
48,540
shares
|
$1.14 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
48,195
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
48,192
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2024
Added 229.74%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
47,519
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,422
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2020
Reduced 25.44%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
46,586
shares
|
$1.09 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
46,375
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
46,353
shares
|
$1.08 Million
4.56% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
46,236
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
46,101
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Added 1.16%
|