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 |
|---|---|---|---|---|---|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
6,448
shares
|
$150,883
0.34% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,442
shares
|
$150,742
0.04% of portfolio
|
Q1 2022
Added 79.34%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
6,437
shares
|
$150,625
0.07% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
6,360
shares
|
$148,824
0.11% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
6,330
shares
|
$148,122
0.18% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
6,328
shares
|
$148,075
0.09% of portfolio
|
Q2 2024
Added 9.31%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,301
shares
|
$147,443
0.07% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,243
shares
|
$146,086
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,232
shares
|
$145,828
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
6,226
shares
|
$145,688
0.12% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
6,157
shares
|
$144,073
0.24% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
6,128
shares
|
$143,395
0.17% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
6,113
shares
|
$143,044
0.31% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
6,086
shares
|
$142,412
0.03% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,073
shares
|
$142,108
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,046
shares
|
$141,476
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,038
shares
|
$141,289
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,032
shares
|
$141,148
0.0% of portfolio
|
Q3 2024
Added 70.3%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
6,010
shares
|
$140,634
0.16% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$140,400
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
5,946
shares
|
$139,136
0.11% of portfolio
|
Q3 2023
Added 14.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,935
shares
|
$138,879
0.02% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
5,928
shares
|
$138,715
0.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,888
shares
|
$137,779
0.17% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
5,883
shares
|
$137,662
0.06% of portfolio
|
Q3 2024
Reduced 2.49%
|