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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
37,481
shares
|
$877,055
0.66% of portfolio
|
Q3 2024
Reduced 82.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
37,469
shares
|
$876,774
0.33% of portfolio
|
Q3 2024
Added 183.3%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
37,420
shares
|
$875,628
1.31% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
36,879
shares
|
$862,968
0.2% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
36,554
shares
|
$855,363
0.29% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
36,210
shares
|
$847,314
0.54% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
36,148
shares
|
$845,863
0.68% of portfolio
|
Q1 2023
Reduced 1.16%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
35,858
shares
|
$839,077
0.01% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
35,695
shares
|
$835,263
1.2% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
35,596
shares
|
$832,946
0.04% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
35,412
shares
|
$828,640
9.19% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
35,388
shares
|
$828,079
0.89% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
35,326
shares
|
$826,628
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
35,190
shares
|
$823,446
0.23% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
34,328
shares
|
$803,275
0.79% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,053
shares
|
$796,840
0.11% of portfolio
|
Q2 2022
Added 19.62%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
33,948
shares
|
$794,383
2.57% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
33,715
shares
|
$788,931
1.28% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
33,498
shares
|
$783,853
0.16% of portfolio
|
Q3 2024
Reduced 19.55%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
33,403
shares
|
$781,630
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
33,357
shares
|
$780,553
0.69% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
33,311
shares
|
$779,477
0.04% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
33,288
shares
|
$778,939
0.05% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
32,995
shares
|
$772,083
0.78% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
32,886
shares
|
$769,532
0.43% of portfolio
|
Q3 2024
Added 12.06%
|