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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,854
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.67%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
45,835
shares
|
$1.07 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
45,825
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
45,429
shares
|
$1.06 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
45,384
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2024
Added 1160.32%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
45,329
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
44,917
shares
|
$1.05 Million
2.15% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
44,805
shares
|
$1.05 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
44,796
shares
|
$1.05 Million
1.88% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
44,723
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
44,037
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Flower City Capital
|
Oct 15, 2024 Q3 2024 |
44,012
shares
|
$1.03 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
43,949
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
43,699
shares
|
$1.02 Million
1.87% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
43,668
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
43,399
shares
|
$1.02 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
42,990
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
42,869
shares
|
$1 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
42,845
shares
|
$1 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
42,726
shares
|
$999,788
0.16% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,314
shares
|
$990,147
0.0% of portfolio
|
Q2 2023
Added 7.63%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
42,195
shares
|
$987,362
0.42% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
41,734
shares
|
$976,575
1.57% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
41,650
shares
|
$974,609
0.35% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
41,546
shares
|
$972,176
0.18% of portfolio
|
Q3 2024
Added 0.36%
|