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 |
|---|---|---|---|---|---|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
3,004
shares
|
$70,293
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
2,995
shares
|
$70,083
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
2,992
shares
|
$70,012
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
2,979
shares
|
$69,708
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,975
shares
|
$69,615
0.03% of portfolio
|
Q3 2024
Added 58.67%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
2,969
shares
|
$69,474
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 08, 2024 Q3 2024 |
2,963
shares
|
$69,334
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
2,962
shares
|
$69,310
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$68,796
0.08% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,936
shares
|
$68,702
0.04% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,827
shares
|
$66,151
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,814
shares
|
$65,847
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
2,739
shares
|
$64,092
0.04% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,736
shares
|
$64,022
0.02% of portfolio
|
Q2 2024
Reduced 20.7%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
2,732
shares
|
$63,928
0.03% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
2,685
shares
|
$62,828
0.1% of portfolio
|
Q1 2024
Added 23.17%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,647
shares
|
$61,939
0.03% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
2,529
shares
|
$59,178
0.08% of portfolio
|
Q2 2022
Reduced 12.91%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,500
shares
|
$58,500
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
2,405
shares
|
$56,277
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,400
shares
|
$56,160
0.0% of portfolio
|
Q2 2024
Reduced 30.68%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,352
shares
|
$55,036
0.07% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,292
shares
|
$53,632
0.01% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,282
shares
|
$53,398
0.01% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,262
shares
|
$52,930
0.08% of portfolio
|
Q3 2024
New holding
|