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 1,254 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,224,270
shares
|
$139 Million
0.08% of portfolio
|
Q1 2024
Added 1.47%
|
|
Apriem Advisors
Irvine, CA |
May 15, 2024 Q1 2024 |
2,048,140
shares
|
$128 Million
16.04% of portfolio
|
Q1 2024
Added 6.64%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,019,943
shares
|
$126 Million
0.61% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,827,198
shares
|
$114 Million
0.01% of portfolio
|
Q1 2024
Added 10.05%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,795,511
shares
|
$112 Million
0.01% of portfolio
|
Q1 2024
Added 4.39%
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
1,764,693
shares
|
$110 Million
16.58% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
1,635,832
shares
|
$102 Million
10.07% of portfolio
|
Q1 2024
Added 1.1%
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 15, 2024 Q1 2024 |
1,557,081
shares
|
$97 Million
9.61% of portfolio
|
Q1 2024
Added 40.54%
|
|
Marcum Wealth, LLC
|
Apr 10, 2024 Q1 2024 |
1,534,206
shares
|
$95.6 Million
9.74% of portfolio
|
Q1 2024
Reduced 9.22%
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
1,524,888
shares
|
$95 Million
2.69% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
1,505,403
shares
|
$93.8 Million
0.15% of portfolio
|
Q1 2024
Added 6.26%
|
|
Northwest Quadrant Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
1,504,747
shares
|
$93.7 Million
22.87% of portfolio
|
Q1 2024
Added 0.49%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
1,478,893
shares
|
$92.1 Million
1.37% of portfolio
|
Q1 2024
Added 1.98%
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
1,250,466
shares
|
$77.9 Million
7.96% of portfolio
|
Q1 2024
Reduced 5.31%
|
|
Rmb Capital Management, LLC
|
May 14, 2024 Q1 2024 |
1,248,990
shares
|
$77.8 Million
1.85% of portfolio
|
Q1 2024
New holding
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
May 09, 2024 Q1 2024 |
1,183,816
shares
|
$73.8 Million
0.8% of portfolio
|
Q1 2024
Added 4.73%
|
|
Financial Consulate, Inc
|
Apr 22, 2024 Q1 2024 |
1,159,005
shares
|
$72.2 Million
22.33% of portfolio
|
Q1 2024
Added 4.02%
|
|
Kohmann Bosshard Financial Services, LLC
|
Apr 16, 2024 Q1 2024 |
1,143,253
shares
|
$71.2 Million
9.89% of portfolio
|
Q1 2024
Added 41.9%
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
1,132,830
shares
|
$70.6 Million
6.76% of portfolio
|
Q1 2024
Added 12.4%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
1,115,003
shares
|
$69.5 Million
0.92% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,106,118
shares
|
$68.9 Million
0.02% of portfolio
|
Q1 2024
Added 1.63%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
1,069,030
shares
|
$66.6 Million
0.83% of portfolio
|
Q1 2024
Reduced 5.93%
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 10, 2024 Q1 2024 |
1,055,878
shares
|
$65.8 Million
11.88% of portfolio
|
Q1 2024
Added 0.36%
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
May 08, 2024 Q1 2024 |
1,036,747
shares
|
$64.6 Million
4.03% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 18, 2024 Q1 2024 |
1,029,742
shares
|
$64.2 Million
3.67% of portfolio
|
Q1 2024
Added 0.9%
|