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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
10,718
shares
|
$250,801
0.21% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
10,708
shares
|
$250,567
0.24% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
10,685
shares
|
$250,028
0.29% of portfolio
|
Q1 2024
Added 17.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,651
shares
|
$249,233
0.0% of portfolio
|
Q3 2024
Reduced 89.3%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
10,620
shares
|
$248,507
0.25% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
10,611
shares
|
$248,297
0.01% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
10,594
shares
|
$247,899
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Pillar Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,565
shares
|
$247,220
21.42% of portfolio
|
Q3 2024
Reduced 93.9%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10,535
shares
|
$246,518
0.06% of portfolio
|
Q2 2024
Added 287.03%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,521
shares
|
$246,191
0.06% of portfolio
|
Q3 2024
Added 52.97%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
10,510
shares
|
$245,933
0.7% of portfolio
|
Q3 2024
Added 89.23%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
10,464
shares
|
$244,857
0.05% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
10,390
shares
|
$243,125
0.21% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
10,360
shares
|
$242,423
0.05% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
10,311
shares
|
$241,277
0.11% of portfolio
|
Q2 2024
Added 5.97%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
10,273
shares
|
$240,388
0.25% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,268
shares
|
$240,271
0.04% of portfolio
|
Q3 2024
Reduced 78.44%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
10,192
shares
|
$238,492
0.05% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,174
shares
|
$238,071
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
10,137
shares
|
$237,205
0.08% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,059
shares
|
$235,380
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
9,996
shares
|
$233,906
0.05% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
9,976
shares
|
$233,438
0.08% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,966
shares
|
$233,204
0.08% of portfolio
|
Q1 2024
Added 82950.0%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,919
shares
|
$232,104
0.25% of portfolio
|
Q2 2024
Added 36.32%
|