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 $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,249,880
shares
|
$52.6 Million
0.07% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,132,620
shares
|
$49.9 Million
1.69% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,000,455
shares
|
$46.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,987,795
shares
|
$46.5 Million
0.32% of portfolio
|
Q3 2024
Added 100.18%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,976,058
shares
|
$46.2 Million
20.88% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
1,946,472
shares
|
$45.5 Million
15.56% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,848,094
shares
|
$43.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,819,897
shares
|
$42.6 Million
15.41% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,819,108
shares
|
$42.6 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,785,070
shares
|
$41.8 Million
0.17% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
1,764,896
shares
|
$41.3 Million
10.18% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,714,803
shares
|
$40.1 Million
18.83% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
1,594,203
shares
|
$37.3 Million
9.81% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
1,573,330
shares
|
$36.8 Million
17.62% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,523,716
shares
|
$35.7 Million
23.84% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,513,150
shares
|
$35.4 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
1,498,589
shares
|
$35.1 Million
17.37% of portfolio
|
Q3 2024
Added 205.61%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
1,390,201
shares
|
$32.5 Million
0.93% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
1,330,681
shares
|
$31.1 Million
3.21% of portfolio
|
Q3 2024
Added 208.5%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,318,268
shares
|
$30.8 Million
2.08% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
1,281,656
shares
|
$30 Million
8.19% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,257,800
shares
|
$29.4 Million
16.17% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
1,235,083
shares
|
$28.9 Million
4.39% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
1,230,747
shares
|
$28.8 Million
23.36% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
1,200,847
shares
|
$28.1 Million
7.16% of portfolio
|
Q3 2024
Added 7.32%
|