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 1,254 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
470,392
shares
|
$29.3 Million
11.71% of portfolio
|
Q3 2023
Added 0.9%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
470,149
shares
|
$29.3 Million
0.01% of portfolio
|
Q1 2024
Added 9.33%
|
|
Burt Wealth Advisors
|
Apr 18, 2024 Q1 2024 |
468,979
shares
|
$29.2 Million
7.4% of portfolio
|
Q1 2024
Added 4.5%
|
|
Athena Investment Management
|
May 09, 2024 Q1 2024 |
467,108
shares
|
$29.1 Million
18.63% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
Sns Financial Group, LLC
|
Apr 24, 2024 Q1 2024 |
464,723
shares
|
$29 Million
3.16% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Ballast Advisors LLC
|
May 01, 2024 Q1 2024 |
463,813
shares
|
$28.9 Million
9.74% of portfolio
|
Q1 2024
Added 2.25%
|
|
Cornerstone Wealth Group, LLC
|
Apr 17, 2024 Q1 2024 |
458,939
shares
|
$28.6 Million
2.49% of portfolio
|
Q1 2024
New holding
|
|
Dravo Bay LLC
Wilmington, DE |
Apr 29, 2024 Q1 2024 |
456,323
shares
|
$28.4 Million
16.85% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
Gleason Group, Inc.
|
Apr 12, 2024 Q1 2024 |
455,136
shares
|
$28.4 Million
5.91% of portfolio
|
Q1 2024
Added 2.22%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
451,266
shares
|
$28.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
Marshall Financial Group Inc
Doylestown, PA |
May 08, 2024 Q1 2024 |
449,093
shares
|
$28 Million
9.19% of portfolio
|
Q1 2024
Added 0.43%
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
445,202
shares
|
$27.7 Million
15.03% of portfolio
|
Q2 2023
New holding
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 24, 2024 Q1 2024 |
444,592
shares
|
$27.7 Million
25.4% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2024 Q1 2024 |
442,785
shares
|
$27.6 Million
7.82% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 17, 2024 Q1 2024 |
442,685
shares
|
$27.6 Million
22.46% of portfolio
|
Q1 2024
Added 184352.08%
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 08, 2024 Q1 2024 |
438,315
shares
|
$27.3 Million
6.35% of portfolio
|
Q1 2024
Added 4.05%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
438,032
shares
|
$27.3 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
May 15, 2024 Q1 2024 |
436,774
shares
|
$27.2 Million
20.8% of portfolio
|
Q1 2024
Added 0.54%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
May 14, 2024 Q1 2024 |
436,200
shares
|
$27.2 Million
7.32% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
Morris Financial Concepts, Inc.
|
Apr 18, 2024 Q1 2024 |
429,427
shares
|
$26.8 Million
13.76% of portfolio
|
Q1 2024
Added 9.74%
|
|
Bristlecone Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
427,759
shares
|
$26.6 Million
2.34% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
Manchester Financial Inc
|
Apr 18, 2024 Q1 2024 |
426,613
shares
|
$26.6 Million
7.08% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
420,281
shares
|
$26.2 Million
0.5% of portfolio
|
Q3 2022
Added 7.99%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
415,673
shares
|
$25.9 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
May 14, 2024 Q1 2024 |
415,096
shares
|
$25.9 Million
4.76% of portfolio
|
Q1 2024
Reduced 48.4%
|