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 |
---|---|---|---|---|---|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
411,937
shares
|
$25.7 Million
0.29% of portfolio
|
Q1 2024
Reduced 6.76%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
409,053
shares
|
$25.5 Million
1.09% of portfolio
|
Q1 2024
Added 6.48%
|
|
Red Door Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
406,142
shares
|
$25.3 Million
4.95% of portfolio
|
Q1 2024
Added 5.61%
|
|
Fortis Capital Management LLC
|
Apr 30, 2024 Q1 2024 |
401,541
shares
|
$25 Million
6.54% of portfolio
|
Q1 2024
Added 1.27%
|
|
Powers Advisory Group, LLC
|
Apr 19, 2024 Q1 2024 |
400,042
shares
|
$24.9 Million
14.21% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
399,402
shares
|
$24.9 Million
0.85% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
May 01, 2024 Q1 2024 |
394,790
shares
|
$24.6 Million
4.3% of portfolio
|
Q1 2024
Added 67.26%
|
|
Sawgrass Asset Management LLC
|
May 13, 2024 Q1 2024 |
392,013
shares
|
$24.4 Million
2.7% of portfolio
|
Q1 2024
Added 0.01%
|
|
Red Cedar Investment Management, LLC
|
Apr 19, 2024 Q1 2024 |
391,626
shares
|
$24.4 Million
3.03% of portfolio
|
Q1 2024
Added 22.48%
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 13, 2024 Q1 2024 |
381,712
shares
|
$23.8 Million
17.31% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Bank Hapoalim Bm
|
May 01, 2024 Q1 2024 |
380,000
shares
|
$23.7 Million
3.05% of portfolio
|
Q4 2022
Reduced 34.13%
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Apr 29, 2024 Q1 2024 |
376,811
shares
|
$23.5 Million
15.16% of portfolio
|
Q1 2024
Added 29.98%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
374,646
shares
|
$23.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 77.17%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
370,096
shares
|
$23.1 Million
3.39% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
366,118
shares
|
$22.8 Million
0.28% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
St. Johns Investment Management Company, LLC
|
Apr 15, 2024 Q1 2024 |
362,305
shares
|
$22.6 Million
10.73% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 25, 2024 Q1 2024 |
359,320
shares
|
$22.4 Million
19.04% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
357,644
shares
|
$22.3 Million
2.31% of portfolio
|
Q1 2024
Added 0.27%
|
|
D.B. Root & Company, LLC
|
Apr 17, 2024 Q1 2024 |
356,941
shares
|
$22.2 Million
7.58% of portfolio
|
Q1 2024
Added 12.83%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
355,846
shares
|
$22.2 Million
1.65% of portfolio
|
Q1 2024
Added 1.97%
|
|
Strategic Equity Management
|
Apr 16, 2024 Q1 2024 |
340,765
shares
|
$21.2 Million
18.99% of portfolio
|
Q1 2024
Added 25.54%
|
|
St. Louis Trust CO
|
May 01, 2024 Q1 2024 |
338,699
shares
|
$21.1 Million
3.28% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 25, 2024 Q1 2024 |
337,072
shares
|
$21 Million
6.96% of portfolio
|
Q1 2024
Added 11.12%
|
|
Valley Forge Investment Consultants Inc Adv
|
Apr 30, 2024 Q1 2024 |
330,278
shares
|
$20.6 Million
8.0% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
326,118
shares
|
$20.3 Million
0.1% of portfolio
|
Q1 2024
Reduced 7.64%
|