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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,624
shares
|
$84,801
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,619
shares
|
$84,684
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,592
shares
|
$84,052
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
3,592
shares
|
$84,052
0.21% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
3,572
shares
|
$83,584
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
3,533
shares
|
$82,672
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,514
shares
|
$82,227
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
3,510
shares
|
$82,134
0.01% of portfolio
|
Q3 2024
Reduced 69.4%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
3,499
shares
|
$81,876
0.1% of portfolio
|
Q1 2024
Reduced 32.66%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,485
shares
|
$81,549
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
3,483
shares
|
$81,502
0.08% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,471
shares
|
$81,221
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
3,449
shares
|
$80,706
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
3,433
shares
|
$80,332
0.01% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
3,433
shares
|
$80,332
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,432
shares
|
$80,308
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
3,406
shares
|
$79,700
0.19% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
3,396
shares
|
$79,466
0.18% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
3,391
shares
|
$79,349
0.1% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
3,383
shares
|
$79,162
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
3,371
shares
|
$78,881
0.07% of portfolio
|
Q3 2024
Added 155.77%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,335
shares
|
$78,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
3,308
shares
|
$77,407
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
3,305
shares
|
$77,337
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,304
shares
|
$77,313
0.14% of portfolio
|
Q1 2024
New holding
|