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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
226
shares
|
$5,288
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
217
shares
|
$5,077
0.01% of portfolio
|
Q3 2024
Reduced 50.34%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
204
shares
|
$4,773
0.01% of portfolio
|
Q2 2024
Reduced 89.3%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
202
shares
|
$4,726
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
180
shares
|
$4,212
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
174
shares
|
$4,071
0.0% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
160
shares
|
$3,744
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
152
shares
|
$3,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
150
shares
|
$3,510
0.0% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
148
shares
|
$3,463
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
140
shares
|
$3,276
0.0% of portfolio
|
Q3 2024
Added 141.38%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
133
shares
|
$3,112
0.0% of portfolio
|
Q3 2024
Reduced 82.93%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$2,925
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gpwm LLC
|
Oct 25, 2024 Q3 2024 |
122
shares
|
$2,854
0.01% of portfolio
|
Q3 2023
Reduced 22.29%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
119
shares
|
$2,784
0.0% of portfolio
|
Q1 2024
Reduced 78.32%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
118
shares
|
$2,761
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
118
shares
|
$2,761
0.0% of portfolio
|
Q3 2024
Reduced 41.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
108
shares
|
$2,527
0.0% of portfolio
|
Q4 2022
Reduced 98.38%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
107
shares
|
$2,503
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$2,340
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
100
shares
|
$2,340
0.0% of portfolio
|
Q1 2024
Added 233.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
99
shares
|
$2,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
87
shares
|
$2,035
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
80
shares
|
$1,872
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$1,848
0.0% of portfolio
|
Q4 2022
New holding
|