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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,822
shares
|
$112,834
0.02% of portfolio
|
Q3 2024
Added 6691.55%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,791
shares
|
$112,109
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,761
shares
|
$111,407
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,743
shares
|
$110,986
0.0% of portfolio
|
Q3 2024
Added 33.04%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
4,706
shares
|
$110,120
0.27% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,680
shares
|
$109,512
0.01% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
4,674
shares
|
$109,371
0.04% of portfolio
|
Q4 2023
Reduced 16.15%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
4,669
shares
|
$109,254
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,662
shares
|
$109,090
0.05% of portfolio
|
Q4 2022
Reduced 20.27%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,657
shares
|
$108,973
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
4,650
shares
|
$108,810
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
4,636
shares
|
$108,482
0.1% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
4,634
shares
|
$108,435
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
4,618
shares
|
$108,061
0.03% of portfolio
|
Q1 2024
Reduced 13.8%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
4,611
shares
|
$107,897
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,606
shares
|
$107,780
0.04% of portfolio
|
Q4 2022
Reduced 33.06%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,600
shares
|
$107,640
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
4,598
shares
|
$107,593
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
4,596
shares
|
$107,546
0.01% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,559
shares
|
$106,680
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,539
shares
|
$106,212
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
4,530
shares
|
$106,002
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,528
shares
|
$105,955
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
4,528
shares
|
$105,955
0.01% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,528
shares
|
$105,955
0.08% of portfolio
|
Q4 2022
New holding
|