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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,518
shares
|
$105,721
0.05% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
4,517
shares
|
$105,697
0.02% of portfolio
|
Q3 2024
Reduced 91.03%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
4,510
shares
|
$105,534
0.21% of portfolio
|
Q3 2024
Added 34.79%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
4,494
shares
|
$105,159
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
4,488
shares
|
$105,019
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
4,486
shares
|
$104,972
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
4,481
shares
|
$104,855
0.3% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
4,470
shares
|
$104,598
0.08% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
4,462
shares
|
$104,410
0.31% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
4,446
shares
|
$104,036
0.1% of portfolio
|
Q3 2024
Added 19.07%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,446
shares
|
$104,036
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
4,444
shares
|
$103,989
0.11% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
4,440
shares
|
$103,896
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
4,429
shares
|
$103,638
0.14% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
4,418
shares
|
$103,381
0.27% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
4,415
shares
|
$103,311
0.01% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
4,405
shares
|
$103,077
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
4,351
shares
|
$101,813
0.1% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
4,351
shares
|
$101,813
0.04% of portfolio
|
Q3 2024
Reduced 36.38%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
4,332
shares
|
$101,368
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
4,325
shares
|
$101,205
0.07% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
4,315
shares
|
$100,971
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
4,313
shares
|
$100,924
0.03% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,306
shares
|
$100,760
0.2% of portfolio
|
Q2 2022
Added 45.82%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
4,298
shares
|
$100,573
0.03% of portfolio
|
Q1 2022
Added 100.0%
|