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 |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,288
shares
|
$100,339
0.04% of portfolio
|
Q2 2024
Added 3.88%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
4,285
shares
|
$100,269
0.16% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,281
shares
|
$100,175
0.19% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
4,270
shares
|
$99,918
0.13% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,248
shares
|
$99,403
0.0% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
4,226
shares
|
$98,888
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
4,204
shares
|
$98,373
0.12% of portfolio
|
Q1 2023
Reduced 5.97%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
4,200
shares
|
$98,280
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
4,180
shares
|
$97,812
0.03% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,175
shares
|
$97,695
0.01% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
4,157
shares
|
$97,273
0.23% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,155
shares
|
$97,227
0.01% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
4,151
shares
|
$97,133
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,129
shares
|
$96,618
0.1% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
4,127
shares
|
$96,571
0.04% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
4,127
shares
|
$96,571
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
4,112
shares
|
$96,220
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
4,107
shares
|
$96,103
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
4,081
shares
|
$95,495
0.07% of portfolio
|
Q3 2024
Reduced 75.24%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,076
shares
|
$95,378
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,061
shares
|
$95,027
0.05% of portfolio
|
Q2 2024
Added 13.25%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2024 Q3 2024 |
4,041
shares
|
$94,559
0.23% of portfolio
|
Q3 2023
Reduced 14.84%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
4,040
shares
|
$94,536
0.05% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
4,003
shares
|
$93,670
0.03% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$93,600
0.16% of portfolio
|
Q1 2024
New holding
|