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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,880
shares
|
$137,592
0.03% of portfolio
|
Q3 2024
Added 20.44%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,861
shares
|
$137,147
0.05% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
5,856
shares
|
$137,030
0.06% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,824
shares
|
$136,281
0.16% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
5,810
shares
|
$135,954
0.28% of portfolio
|
Q1 2023
Added 0.87%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,767
shares
|
$134,947
0.12% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
5,747
shares
|
$134,479
0.02% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,710
shares
|
$133,614
0.04% of portfolio
|
Q2 2024
Reduced 11.99%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
5,683
shares
|
$132,982
0.03% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
5,674
shares
|
$132,771
0.2% of portfolio
|
Q2 2024
Reduced 7.17%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,674
shares
|
$132,771
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,672
shares
|
$132,724
0.12% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
5,647
shares
|
$132,139
0.01% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
5,626
shares
|
$131,648
0.07% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
5,621
shares
|
$131,531
0.24% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,600
shares
|
$131,039
0.11% of portfolio
|
Q1 2024
Added 27.27%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
5,600
shares
|
$131,039
0.02% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,593
shares
|
$130,876
0.0% of portfolio
|
Q2 2024
Added 39.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,591
shares
|
$130,829
0.07% of portfolio
|
Q4 2022
Reduced 11.69%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
5,585
shares
|
$130,688
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
5,580
shares
|
$130,571
0.13% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
5,559
shares
|
$130,080
0.0% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$129,916
0.0% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
5,509
shares
|
$128,910
0.01% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
5,502
shares
|
$128,746
0.19% of portfolio
|
Q3 2024
Added 0.04%
|