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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
472
shares
|
$11,044
0.0% of portfolio
|
Q2 2024
Reduced 47.67%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
469
shares
|
$10,974
0.01% of portfolio
|
Q3 2024
Reduced 83.15%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$10,693
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
450
shares
|
$10,530
0.0% of portfolio
|
Q3 2023
Reduced 14.29%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
437
shares
|
$10,225
0.02% of portfolio
|
Q3 2024
Added 293.69%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
432
shares
|
$10,108
0.01% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
427
shares
|
$9,991
0.03% of portfolio
|
Q3 2022
Reduced 18.98%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
419
shares
|
$9,804
0.01% of portfolio
|
Q3 2024
Reduced 39.8%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
400
shares
|
$9,360
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
373
shares
|
$8,728
0.0% of portfolio
|
Q3 2024
Added 224.35%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
360
shares
|
$8,424
0.01% of portfolio
|
Q2 2024
Reduced 48.57%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
350
shares
|
$8,189
0.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
346
shares
|
$8,096
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
326
shares
|
$7,628
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
301
shares
|
$7,043
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
298
shares
|
$6,973
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
294
shares
|
$6,879
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
278
shares
|
$6,505
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
270
shares
|
$6,318
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
254
shares
|
$5,943
0.01% of portfolio
|
Q1 2024
Reduced 57.24%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
253
shares
|
$5,920
0.01% of portfolio
|
Q1 2023
Added 12.44%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
252
shares
|
$5,896
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$5,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
248
shares
|
$5,803
0.01% of portfolio
|
Q2 2024
Added 41.71%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
243
shares
|
$5,686
0.0% of portfolio
|
Q3 2024
New holding
|