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 |
---|---|---|---|---|---|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
87
shares
|
$5,420
0.01% of portfolio
|
Q3 2022
New holding
|
|
Hanson & Doremus Investment Management
|
Apr 22, 2024 Q1 2024 |
80
shares
|
$4,984
0.0% of portfolio
|
Q1 2022
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
80
shares
|
$4,984
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
79
shares
|
$4,921
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ogorek Anthony Joseph
|
May 03, 2024 Q1 2024 |
74
shares
|
$4,610
0.0% of portfolio
|
Q4 2022
Reduced 9.76%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
64
shares
|
$3,987
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
Western Pacific Wealth Management, LP
|
May 15, 2024 Q1 2024 |
60
shares
|
$3,738
0.0% of portfolio
|
Q1 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
58
shares
|
$3,613
0.0% of portfolio
|
Q3 2023
Reduced 64.2%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
58
shares
|
$3,613
0.0% of portfolio
|
Q3 2022
New holding
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
51
shares
|
$3,177
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
50
shares
|
$3,115
0.0% of portfolio
|
Q4 2023
New holding
|
|
Russell Investments Group, Ltd.
|
May 08, 2024 Q1 2024 |
40
shares
|
$2,492
0.0% of portfolio
|
Q4 2023
Added 2.56%
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
28
shares
|
$1,744
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
26
shares
|
$1,619
0.0% of portfolio
|
Q2 2023
Reduced 86.32%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
24
shares
|
$1,495
0.0% of portfolio
|
Q1 2024
Reduced 79.13%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Feb 13, 2024 Q4 2023 |
24
shares
|
$1,495
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sanctuary Wealth Management, L.L.C.
|
May 07, 2024 Q1 2024 |
23
shares
|
$1,432
0.0% of portfolio
|
Q4 2023
Added 4.55%
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 25, 2024 Q1 2024 |
22
shares
|
$1,370
0.0% of portfolio
|
Q2 2023
New holding
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
18
shares
|
$1,121
0.0% of portfolio
|
Q2 2023
Reduced 95.26%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Apr 30, 2024 Q1 2024 |
14
shares
|
$872
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jackson Hole Capital Partners, LLC
|
May 09, 2024 Q1 2024 |
8
shares
|
$498
0.0% of portfolio
|
Q3 2023
Reduced 96.9%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
5
shares
|
$311
0.0% of portfolio
|
Q1 2024
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
2
shares
|
$124
0.0% of portfolio
|
Q3 2023
New holding
|
|
Hallmark Capital Management Inc
|
May 03, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|