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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
32,730
shares
|
$765,882
0.19% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
32,714
shares
|
$765,507
0.22% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
32,479
shares
|
$760,008
1.28% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
32,414
shares
|
$758,487
0.14% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
32,410
shares
|
$758,394
0.09% of portfolio
|
Q3 2024
Added 191.67%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
32,328
shares
|
$756,475
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
32,065
shares
|
$750,321
0.23% of portfolio
|
Q3 2024
Added 163.89%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
32,005
shares
|
$748,917
1.42% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
31,994
shares
|
$748,659
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
31,845
shares
|
$745,173
0.4% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
31,684
shares
|
$741,405
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
31,659
shares
|
$740,820
0.63% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
31,567
shares
|
$738,667
0.04% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
31,524
shares
|
$737,661
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
31,261
shares
|
$731,507
0.01% of portfolio
|
Q2 2023
Added 11.91%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
31,023
shares
|
$725,938
1.12% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
31,000
shares
|
$725,400
0.19% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
30,919
shares
|
$723,504
0.38% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
30,618
shares
|
$716,461
0.77% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
30,417
shares
|
$711,757
1.36% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
30,343
shares
|
$710,026
0.38% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
30,193
shares
|
$706,516
0.17% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
30,156
shares
|
$705,650
0.13% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
30,001
shares
|
$702,023
0.35% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
29,857
shares
|
$698,653
0.33% of portfolio
|
Q3 2024
Reduced 1.09%
|