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 |
|---|---|---|---|---|---|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
11,744
shares
|
$274,809
0.15% of portfolio
|
Q3 2024
Added 92.46%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
11,726
shares
|
$274,388
0.27% of portfolio
|
Q4 2022
Reduced 19.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
11,720
shares
|
$274,248
0.03% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
11,715
shares
|
$274,131
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
11,698
shares
|
$273,733
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
11,602
shares
|
$271,486
0.23% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
11,523
shares
|
$269,638
0.03% of portfolio
|
Q3 2024
Reduced 27.75%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
11,394
shares
|
$266,619
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
11,376
shares
|
$266,198
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
11,365
shares
|
$265,941
0.29% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
11,285
shares
|
$264,069
0.14% of portfolio
|
Q2 2024
Added 44.74%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
11,277
shares
|
$263,881
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,199
shares
|
$262,056
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
11,138
shares
|
$260,629
0.17% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
11,111
shares
|
$259,997
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
11,089
shares
|
$259,482
0.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
11,059
shares
|
$258,780
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
11,028
shares
|
$258,055
0.07% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
10,998
shares
|
$257,353
0.11% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
10,961
shares
|
$256,487
0.3% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,914
shares
|
$255,387
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
10,883
shares
|
$254,662
0.03% of portfolio
|
Q3 2024
Reduced 74.64%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,860
shares
|
$254,123
0.13% of portfolio
|
Q3 2024
Added 199.83%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,734
shares
|
$251,175
0.02% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
10,729
shares
|
$251,058
0.15% of portfolio
|
Q3 2022
Reduced 44.63%
|