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 |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
19,110
shares
|
$447,174
0.16% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
19,050
shares
|
$445,770
0.64% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
19,012
shares
|
$444,880
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
18,885
shares
|
$441,909
0.94% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
18,697
shares
|
$437,509
0.06% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
18,483
shares
|
$432,502
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
18,436
shares
|
$431,402
0.02% of portfolio
|
Q3 2024
Added 74.37%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,883
shares
|
$418,462
0.08% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
17,837
shares
|
$417,385
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
17,744
shares
|
$415,209
0.27% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
17,738
shares
|
$415,069
0.66% of portfolio
|
Q3 2024
Reduced 96.39%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
17,696
shares
|
$414,086
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
17,621
shares
|
$412,331
0.76% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
17,588
shares
|
$411,559
0.13% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
17,461
shares
|
$408,587
0.93% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
17,384
shares
|
$406,785
0.39% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
17,214
shares
|
$402,807
0.06% of portfolio
|
Q3 2022
Added 3.97%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
17,194
shares
|
$402,339
0.66% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,191
shares
|
$402,269
0.01% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
17,152
shares
|
$401,356
0.02% of portfolio
|
Q3 2024
Added 77.89%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
16,767
shares
|
$392,347
0.12% of portfolio
|
Q3 2024
Reduced 45.85%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,602
shares
|
$388,486
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
16,503
shares
|
$386,170
0.81% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
16,470
shares
|
$385,398
0.41% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
16,465
shares
|
$385,281
0.62% of portfolio
|
Q3 2024
Added 0.09%
|