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 |
|---|---|---|---|---|---|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
5,464
shares
|
$127,857
0.58% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,418
shares
|
$126,781
0.04% of portfolio
|
Q1 2024
Added 46.04%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
5,412
shares
|
$126,640
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,401
shares
|
$126,383
0.07% of portfolio
|
Q2 2023
Reduced 20.04%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
5,380
shares
|
$125,891
0.23% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
5,379
shares
|
$125,868
0.12% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,372
shares
|
$125,704
0.05% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,367
shares
|
$125,587
0.0% of portfolio
|
Q3 2024
Reduced 63.5%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,336
shares
|
$124,862
0.24% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,335
shares
|
$124,838
0.05% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,325
shares
|
$124,604
0.02% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
5,324
shares
|
$124,581
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
5,299
shares
|
$123,996
0.27% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
5,297
shares
|
$123,949
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,287
shares
|
$123,715
0.03% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,286
shares
|
$123,692
0.02% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
5,284
shares
|
$123,645
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,268
shares
|
$123,271
0.01% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
5,254
shares
|
$122,943
0.24% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,249
shares
|
$122,826
0.02% of portfolio
|
Q1 2024
Reduced 23.92%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
5,248
shares
|
$122,803
0.27% of portfolio
|
Q1 2024
Reduced 25.14%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
5,240
shares
|
$122,615
0.1% of portfolio
|
Q3 2024
Reduced 25.04%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
5,239
shares
|
$122,592
0.19% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
5,230
shares
|
$122,381
0.08% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
5,224
shares
|
$122,241
0.0% of portfolio
|
Q3 2024
Reduced 28.78%
|