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 1,354 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 $8.08 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,295
shares
|
$76,279
0.1% of portfolio
|
Q1 2024
New holding
|
|
Penney Financial, LLC
Houston, TX |
Dec 31, 2024 Q3 2024 |
3,272
shares
|
$75,746
0.15% of portfolio
|
Q1 2024
New holding
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
3,268
shares
|
$75,654
0.0% of portfolio
|
Q1 2024
Added 22.81%
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
3,255
shares
|
$75,353
0.02% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
3,245
shares
|
$75,121
0.11% of portfolio
|
Q1 2024
New holding
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
3,240
shares
|
$75,006
0.16% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$75,006
0.0% of portfolio
|
Q3 2024
Reduced 47.75%
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
3,223
shares
|
$74,612
0.04% of portfolio
|
Q1 2024
New holding
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
3,223
shares
|
$74,612
0.05% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,222
shares
|
$74,589
0.12% of portfolio
|
Q2 2024
New holding
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
3,209
shares
|
$74,288
0.01% of portfolio
|
Q2 2024
New holding
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,196
shares
|
$73,987
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
3,154
shares
|
$73,015
0.16% of portfolio
|
Q3 2024
Added 0.03%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,124
shares
|
$72,320
0.01% of portfolio
|
Q3 2024
New holding
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
3,119
shares
|
$72,204
0.16% of portfolio
|
Q3 2024
New holding
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,116
shares
|
$72,135
0.01% of portfolio
|
Q2 2023
Reduced 37.88%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,114
shares
|
$72,089
0.0% of portfolio
|
Q2 2024
New holding
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
3,111
shares
|
$72,019
0.07% of portfolio
|
Q3 2024
New holding
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
3,107
shares
|
$71,927
0.03% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,106
shares
|
$71,903
0.03% of portfolio
|
Q3 2024
New holding
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
3,078
shares
|
$71,255
0.01% of portfolio
|
Q3 2024
New holding
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,064
shares
|
$70,931
0.13% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,060
shares
|
$70,839
0.1% of portfolio
|
Q3 2024
New holding
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
3,050
shares
|
$70,607
0.02% of portfolio
|
Q3 2024
New holding
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,031
shares
|
$70,167
0.11% of portfolio
|
Q3 2024
New holding
|