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 |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
3,987
shares
|
$93,295
0.18% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
3,916
shares
|
$91,634
0.05% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Chronos Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,907
shares
|
$91,423
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,893
shares
|
$91,096
0.08% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,889
shares
|
$91,002
0.03% of portfolio
|
Q2 2024
Added 1844.5%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
3,881
shares
|
$90,815
0.0% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,838
shares
|
$89,809
0.01% of portfolio
|
Q2 2024
Reduced 36.52%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
3,835
shares
|
$89,739
0.02% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
3,826
shares
|
$89,528
0.01% of portfolio
|
Q4 2023
Added 278.06%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
3,815
shares
|
$89,271
0.29% of portfolio
|
Q3 2024
Reduced 19.46%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,778
shares
|
$88,405
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
3,765
shares
|
$88,101
0.13% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
3,736
shares
|
$87,422
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,728
shares
|
$87,235
0.0% of portfolio
|
Q3 2024
Reduced 76.77%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,714
shares
|
$86,907
0.01% of portfolio
|
Q3 2024
Reduced 27.98%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
3,712
shares
|
$86,860
0.09% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,710
shares
|
$86,814
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
3,689
shares
|
$86,322
0.03% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
3,673
shares
|
$85,948
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
3,664
shares
|
$85,737
0.05% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
3,658
shares
|
$85,597
0.15% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
3,651
shares
|
$85,433
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,634
shares
|
$85,035
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,633
shares
|
$85,012
0.07% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
3,625
shares
|
$84,825
0.03% of portfolio
|
Q3 2024
Reduced 18.9%
|