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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
436,929
shares
|
$10.2 Million
4.7% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
433,591
shares
|
$10.1 Million
8.89% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
432,814
shares
|
$10.1 Million
5.93% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
422,993
shares
|
$9.9 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
422,978
shares
|
$9.9 Million
3.01% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
421,884
shares
|
$9.87 Million
7.06% of portfolio
|
Q3 2024
Added 188.3%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
420,281
shares
|
$9.83 Million
0.5% of portfolio
|
Q3 2022
Added 7.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
415,673
shares
|
$9.73 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
414,366
shares
|
$9.7 Million
6.49% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
409,838
shares
|
$9.59 Million
4.86% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
409,274
shares
|
$9.58 Million
22.15% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
408,445
shares
|
$9.56 Million
0.85% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
403,013
shares
|
$9.43 Million
13.64% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
402,426
shares
|
$9.42 Million
12.85% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
398,327
shares
|
$9.32 Million
3.36% of portfolio
|
Q3 2024
Added 14141.22%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
392,618
shares
|
$9.19 Million
4.35% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
389,257
shares
|
$9.11 Million
0.03% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
387,580
shares
|
$9.07 Million
16.99% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
380,980
shares
|
$8.91 Million
2.33% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
380,566
shares
|
$8.91 Million
14.16% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
379,876
shares
|
$8.89 Million
7.34% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
377,484
shares
|
$8.83 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
375,706
shares
|
$8.79 Million
2.41% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
374,570
shares
|
$8.76 Million
8.58% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
366,118
shares
|
$8.57 Million
0.28% of portfolio
|
Q3 2023
Reduced 2.73%
|