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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
8,770
shares
|
$205,218
0.16% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
8,691
shares
|
$203,369
0.24% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
8,678
shares
|
$203,065
0.26% of portfolio
|
Q1 2024
Added 54.47%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
8,590
shares
|
$201,006
0.27% of portfolio
|
Q3 2024
Reduced 56.78%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
8,545
shares
|
$199,953
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,499
shares
|
$198,876
0.01% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,405
shares
|
$196,677
0.05% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
8,350
shares
|
$195,390
0.14% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,254
shares
|
$193,143
0.07% of portfolio
|
Q2 2022
Added 15.93%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
8,090
shares
|
$189,306
0.51% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
8,086
shares
|
$189,212
0.09% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
8,051
shares
|
$188,393
0.35% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
8,007
shares
|
$187,363
0.13% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$187,200
0.27% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,997
shares
|
$187,129
0.03% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
7,961
shares
|
$186,287
0.12% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,930
shares
|
$185,562
0.32% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,889
shares
|
$184,602
0.01% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,854
shares
|
$183,783
0.01% of portfolio
|
Q4 2022
Reduced 4.2%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
7,843
shares
|
$183,526
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
7,843
shares
|
$183,526
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
7,811
shares
|
$182,777
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
7,781
shares
|
$182,075
0.0% of portfolio
|
Q2 2024
Reduced 18.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
7,771
shares
|
$181,841
0.04% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
7,728
shares
|
$180,835
0.06% of portfolio
|
Q2 2024
Reduced 6.67%
|