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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
29,798
shares
|
$697,273
0.19% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
29,761
shares
|
$696,407
0.4% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
29,753
shares
|
$696,220
0.27% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
29,738
shares
|
$695,869
0.07% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,481
shares
|
$689,855
0.06% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
29,457
shares
|
$689,293
0.13% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
29,389
shares
|
$687,702
0.7% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
29,349
shares
|
$686,766
1.54% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
29,333
shares
|
$686,392
0.51% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
29,325
shares
|
$686,205
0.01% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
29,307
shares
|
$685,783
0.05% of portfolio
|
Q3 2024
Added 39.39%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
29,296
shares
|
$685,526
0.07% of portfolio
|
Q3 2024
Added 116.7%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
29,277
shares
|
$685,081
0.3% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
29,216
shares
|
$683,654
1.16% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
29,203
shares
|
$683,350
1.34% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
29,081
shares
|
$680,495
0.28% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
28,865
shares
|
$675,441
1.79% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
28,793
shares
|
$673,756
0.05% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
28,758
shares
|
$672,937
0.4% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
28,685
shares
|
$671,229
0.43% of portfolio
|
Q3 2024
Added 21.45%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
28,536
shares
|
$667,742
1.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
28,497
shares
|
$666,829
1.11% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
28,414
shares
|
$664,887
0.36% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
28,286
shares
|
$661,892
0.11% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
28,125
shares
|
$658,125
0.1% of portfolio
|
Q3 2024
Added 0.32%
|