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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
7,059
shares
|
$165,180
0.09% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
7,042
shares
|
$164,782
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
7,025
shares
|
$164,385
0.07% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
7,017
shares
|
$164,197
0.12% of portfolio
|
Q1 2023
Reduced 8.48%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
7,003
shares
|
$163,870
0.12% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
6,988
shares
|
$163,519
0.09% of portfolio
|
Q2 2024
Reduced 20.46%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,988
shares
|
$163,519
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
6,900
shares
|
$161,460
0.22% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
6,880
shares
|
$160,992
0.32% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,878
shares
|
$160,945
0.08% of portfolio
|
Q3 2024
Added 52.88%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
6,862
shares
|
$160,570
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
6,852
shares
|
$160,336
0.07% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
6,847
shares
|
$160,219
0.04% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
6,830
shares
|
$159,822
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,690
shares
|
$156,546
0.2% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
6,686
shares
|
$156,452
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
6,670
shares
|
$156,078
0.09% of portfolio
|
Q3 2024
Reduced 36.6%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,636
shares
|
$155,282
0.03% of portfolio
|
Q2 2024
Reduced 38.58%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
6,634
shares
|
$155,235
0.14% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,606
shares
|
$154,580
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,584
shares
|
$154,065
0.0% of portfolio
|
Q3 2024
Added 35.28%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
6,570
shares
|
$153,738
0.05% of portfolio
|
Q1 2024
Reduced 15.03%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
6,553
shares
|
$153,340
0.01% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
6,475
shares
|
$151,515
0.17% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,455
shares
|
$151,047
0.13% of portfolio
|
Q3 2023
Reduced 0.19%
|