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 $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,192,135
shares
|
$27.9 Million
7.62% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,129,241
shares
|
$26.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,054,392
shares
|
$24.7 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,039,897
shares
|
$24.3 Million
0.24% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,037,803
shares
|
$24.3 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
1,017,882
shares
|
$23.8 Million
0.88% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,009,613
shares
|
$23.6 Million
3.79% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
993,643
shares
|
$23.3 Million
10.54% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
959,056
shares
|
$22.4 Million
15.04% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
959,056
shares
|
$22.4 Million
13.96% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
935,327
shares
|
$21.9 Million
5.53% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
893,196
shares
|
$20.9 Million
5.15% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
874,803
shares
|
$20.5 Million
32.66% of portfolio
|
Q3 2024
Added 58.78%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
873,688
shares
|
$20.4 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
849,217
shares
|
$19.9 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
826,668
shares
|
$19.3 Million
0.08% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
819,617
shares
|
$19.2 Million
4.28% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
807,109
shares
|
$18.9 Million
0.8% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
802,832
shares
|
$18.8 Million
0.65% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
798,144
shares
|
$18.7 Million
0.86% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
794,880
shares
|
$18.6 Million
11.92% of portfolio
|
Q4 2022
Added 3.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
786,770
shares
|
$18.4 Million
0.16% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
781,686
shares
|
$18.3 Million
6.33% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
781,244
shares
|
$18.3 Million
0.51% of portfolio
|
Q2 2022
Added 90.88%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
778,883
shares
|
$18.2 Million
4.31% of portfolio
|
Q3 2024
Added 1.75%
|