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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,196
shares
|
$308,786
0.02% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
13,105
shares
|
$306,657
0.23% of portfolio
|
Q3 2023
Added 9.39%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
13,014
shares
|
$304,527
0.75% of portfolio
|
Q1 2024
Reduced 13.78%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
13,002
shares
|
$304,246
0.16% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
12,765
shares
|
$298,701
1.03% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,707
shares
|
$297,343
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
12,693
shares
|
$297,016
0.0% of portfolio
|
Q2 2024
Added 45.86%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,634
shares
|
$295,635
0.12% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,602
shares
|
$294,886
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
12,600
shares
|
$294,840
0.08% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,273
shares
|
$287,188
0.62% of portfolio
|
Q1 2023
Added 111.13%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
12,237
shares
|
$286,345
0.21% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
12,202
shares
|
$285,526
0.06% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
12,195
shares
|
$285,363
0.71% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
12,169
shares
|
$284,754
0.11% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
12,113
shares
|
$283,444
0.16% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
12,041
shares
|
$281,759
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
12,035
shares
|
$281,619
0.0% of portfolio
|
Q3 2024
Reduced 37.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12,017
shares
|
$281,197
0.06% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
11,972
shares
|
$280,144
0.03% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
11,887
shares
|
$278,155
0.05% of portfolio
|
Q1 2024
Reduced 54.72%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
11,825
shares
|
$276,705
0.09% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,816
shares
|
$276,494
0.02% of portfolio
|
Q3 2024
Reduced 36.46%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,804
shares
|
$276,213
0.22% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
11,760
shares
|
$275,184
0.14% of portfolio
|
Q3 2024
Reduced 7.15%
|