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 |
|---|---|---|---|---|---|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
7,718
shares
|
$180,601
1.45% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
7,702
shares
|
$180,226
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,628
shares
|
$178,495
0.0% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
7,606
shares
|
$177,980
0.01% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
7,581
shares
|
$177,395
0.12% of portfolio
|
Q4 2023
Added 17.97%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
7,578
shares
|
$177,325
0.04% of portfolio
|
Q1 2024
Reduced 11.8%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
7,537
shares
|
$176,365
0.03% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,522
shares
|
$176,014
0.02% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,519
shares
|
$175,944
0.09% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
7,449
shares
|
$174,306
0.09% of portfolio
|
Q3 2024
Reduced 62.29%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,384
shares
|
$172,785
0.05% of portfolio
|
Q1 2022
Added 50.88%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
7,364
shares
|
$172,317
0.05% of portfolio
|
Q3 2024
Added 16.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
7,362
shares
|
$172,270
0.04% of portfolio
|
Q3 2024
Added 22.93%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,360
shares
|
$172,224
0.12% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,297
shares
|
$170,749
0.07% of portfolio
|
Q4 2023
Reduced 1.76%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
7,257
shares
|
$169,813
0.04% of portfolio
|
Q3 2024
Added 78.13%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
7,204
shares
|
$168,573
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
7,190
shares
|
$168,246
0.06% of portfolio
|
Q3 2023
Reduced 4.41%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
7,175
shares
|
$167,895
0.1% of portfolio
|
Q3 2020
Reduced 4.44%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
7,170
shares
|
$167,778
0.05% of portfolio
|
Q3 2024
Reduced 62.14%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
7,141
shares
|
$167,099
0.06% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,113
shares
|
$166,444
0.28% of portfolio
|
Q3 2023
Reduced 70.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,086
shares
|
$165,812
0.02% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
7,080
shares
|
$165,672
0.14% of portfolio
|
Q3 2024
Added 38.93%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
7,068
shares
|
$165,391
0.28% of portfolio
|
Q2 2023
Reduced 12.09%
|