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 $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
558,041
shares
|
$13.1 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
548,979
shares
|
$12.8 Million
26.02% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
524,315
shares
|
$12.3 Million
19.34% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
521,887
shares
|
$12.2 Million
19.21% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
504,224
shares
|
$11.8 Million
7.11% of portfolio
|
Q3 2024
Reduced 22.08%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
500,064
shares
|
$11.7 Million
0.45% of portfolio
|
Q4 2022
Reduced 1.95%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
482,205
shares
|
$11.3 Million
6.12% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
480,134
shares
|
$11.2 Million
2.36% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 29, 2024 Q3 2024 |
477,973
shares
|
$11.2 Million
14.71% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
476,051
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
475,814
shares
|
$11.1 Million
6.75% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
470,612
shares
|
$11 Million
8.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
470,392
shares
|
$11 Million
11.71% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
467,805
shares
|
$10.9 Million
11.99% of portfolio
|
Q3 2024
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
466,300
shares
|
$10.9 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
464,770
shares
|
$10.9 Million
16.34% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
460,310
shares
|
$10.8 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
460,270
shares
|
$10.8 Million
5.72% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
456,943
shares
|
$10.7 Million
13.55% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
452,900
shares
|
$10.6 Million
18.91% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
452,562
shares
|
$10.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
450,981
shares
|
$10.6 Million
19.89% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
448,709
shares
|
$10.5 Million
7.82% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
445,202
shares
|
$10.4 Million
15.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
442,802
shares
|
$10.4 Million
9.32% of portfolio
|
Q3 2024
Reduced 3.09%
|