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 |
|---|---|---|---|---|---|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
27,965
shares
|
$654,381
1.58% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
27,666
shares
|
$647,384
0.11% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
27,637
shares
|
$646,705
0.0% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
27,610
shares
|
$646,074
2.74% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
27,398
shares
|
$641,113
0.07% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
27,367
shares
|
$640,387
0.12% of portfolio
|
Q3 2024
Added 30.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
27,352
shares
|
$640,036
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
27,317
shares
|
$639,217
1.38% of portfolio
|
Q3 2024
Added 191.51%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
27,317
shares
|
$639,217
0.34% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
27,195
shares
|
$636,363
0.33% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
27,124
shares
|
$634,701
0.15% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
27,097
shares
|
$634,069
0.39% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
27,043
shares
|
$632,806
0.37% of portfolio
|
Q2 2024
Added 59.45%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
26,936
shares
|
$630,302
0.06% of portfolio
|
Q3 2024
Reduced 34.88%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
26,790
shares
|
$626,886
0.57% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
26,696
shares
|
$624,686
0.2% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
26,552
shares
|
$621,316
0.26% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
26,537
shares
|
$620,965
0.54% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
26,448
shares
|
$618,883
1.43% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
26,424
shares
|
$618,321
0.25% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
26,285
shares
|
$615,069
0.12% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
26,270
shares
|
$614,718
0.15% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
26,153
shares
|
$611,980
0.19% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
26,123
shares
|
$611,278
0.12% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
26,049
shares
|
$609,546
0.87% of portfolio
|
Q3 2024
New holding
|