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 |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
21,340
shares
|
$499,355
0.84% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
21,258
shares
|
$497,437
0.34% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
21,157
shares
|
$495,073
0.24% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
21,105
shares
|
$493,856
1.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
20,913
shares
|
$489,364
0.19% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
20,910
shares
|
$489,293
0.24% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,891
shares
|
$488,849
0.04% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
20,725
shares
|
$484,964
0.93% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
20,666
shares
|
$483,584
0.03% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,614
shares
|
$482,367
0.6% of portfolio
|
Q2 2022
Added 2.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,570
shares
|
$481,337
0.04% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
20,549
shares
|
$480,846
0.25% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
20,451
shares
|
$478,553
0.3% of portfolio
|
Q3 2024
Added 149.46%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,408
shares
|
$477,547
0.0% of portfolio
|
Q2 2022
Reduced 23.71%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
20,374
shares
|
$476,751
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
20,225
shares
|
$473,265
0.29% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
19,962
shares
|
$467,110
0.25% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
19,939
shares
|
$466,572
0.06% of portfolio
|
Q3 2024
Added 159.93%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
19,934
shares
|
$466,455
0.02% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,596
shares
|
$458,546
0.16% of portfolio
|
Q2 2023
Added 26.07%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
19,407
shares
|
$454,123
0.93% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
19,286
shares
|
$451,292
0.11% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
19,237
shares
|
$450,145
0.71% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
19,170
shares
|
$448,578
0.02% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
19,146
shares
|
$448,016
0.82% of portfolio
|
Q1 2022
Added 100.0%
|